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The Personal Tax Planner Guide helps keep new and prospective clients informed of pertinent tax planning strategies for the current tax year.
Prices may change without notice.
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.
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 July 29, 2016, order personalized copies and receive 50% off the regular price of personalization.
Email your sales representative for details or call 1-855-769-0905.
Join our financial literacy volunteer program for CPA members.
January 9, 2017
Canada is celebrating its 150th anniversary. We’re celebrating you, Canadian CPAs. Tell us why you’re proud to be a Canadian CPA. Then watch for our big celebration in July.
March 1, 2017
Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.