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
  • U.S. federal income tax
  • personal deductions
  • income splitting for families

Early bird offer

Personalize the cover of The Personal Tax Planner Guide with your firm’s contact name and/or logo and help clients take notice of the services you provide as a financial advisor throughout the year. Until August 15, 2017, order personalized copies and receive 50 per cent off the regular price of personalization. 

Notes:

  • sold in multiples of 25
  • 50 per cent off early bird pricing ends August 15, 2017
  • regular cost for text-only personalization is $265; personalization with logo is $315
  • personalization is available until September 16, 2017
  • minimum order for personalized copies is 100 copies
  • orders ship October 2017

Email your sales representative for details and to order or call 1-855-769-0905.