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 | 25 books  |  Member $220, Non member $230
Item # 09130050 | 50 books |  Member $410, Non member $430
Item # 09130075 | 75 books  |  Member $585, Non member $610
Item # 09130100 | 100 books  |  Member $740, Non member $770
Item # 09130125 | 125 books  |  Member $865, Non member $900
Item # 09130150 | 150 books  |  Member $985, Non member $1030
Item # 09130175 | 175 books  |  Member $1085, Non member $1130
Item # 09130200 | 200 books  |  Member $1,150, Non member $1,215
Item # 09130225 | 225 books  |  Member $1,220, Non-member $1,300
Item # 09130250 | 250 books  |  Member $1,350, Non member $1,405
Item # 09130000 | Additional sets of 25 books  |  Member $135, Non-member $140

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
  • personal tax credits
  • income splitting for families

Notes:

  • 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 13, 2019
  • minimum order for personalized copies is 100 copies
  • orders ship October 2019

To order your personalized copies, email your CPA Canada sales representative or call 1-855-769-0905.