The personal tax planner guide: Helping you build your firm’s brand

The Personal Tax Planner Guide helps keep new and prospective clients informed of pertinent tax planning strategies for the current tax year.

Item # 09130025 |  $190.00
Item # 09130050 |  $355.00
Item # 09130075 |  $505.00
Item # 09130100 |  $640.00
Item # 09130125 |  $750.00
Item # 09130150 |  $855.00
Item # 09130175 |  $940.00
Item # 09130200 |  $1010.00
Item # 09130225 |  $1,085.00
Item # 09130250 |  $1,170.00

Prices may change without notice.

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A practical marketing tool for distribution to clients

Help your current and prospective clients stay informed of pertinent tax planning strategies for the current tax year with The Personal Tax Planner Guide. Cost-effective and easy-to-understand, this handy guide makes it easy for you to connect with clients and provide them with a framework that will help them work with you on the issues that matter.

Topics include:

  • what’s new
  • business income
  • employment income
  • investment income
  • other income
  • estate planning
  • personal deductions
  • income splitting for families


  • sold in multiples of 25
  • regular cost for text-only personalization is $265; personalization with logo is $315
  • personalization is available for 50 per cent off until September 25, 2018
  • minimum order for personalized copies is 100 copies
  • orders ship October 2018

To order your personalized copies, please fill out the form or contact your CPA Canada sales representative.

Buy one get one free

New this year, we are also offering a ‘Buy one, get one free’ opportunity for the following volumes to help enhance your client experience.

A Canadian’s Guide to Money-Smart Living
A Parent’s Guide to Raising Money Smart Kids
Protecting You and Your Money

To take advantage of this offer, please contact your CPA Canada sales representative.