Tax Brochures — page 3
Tax Guide for Retirees
Covers both the tax breaks and tax requirements for retirement-aged individuals. Helps retirees understand the tax issues that will affect them and encourages them to seek your advice as needed.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3257-E — $10 per pkg. of 25
Tax Guide for Marriage
Getting married can have a significant impact on a person's tax situation. This brochure covers the marriage benefit/penalty issue, telling those contemplating marriage to schedule a tax session before taking that trip down the aisle.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3259-E — $10 per pkg. of 25
Tax Guide for Charitable Deductions
Explains the new rules for deducting charitable donations. Includes cash, used clothing and household items, vehicles, and other assets, with a quick checklist of recordkeeping requirements for common types of donations.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3576 — $ View price chart
Tax Guide: A Deduction Checklist
Clients and prospects can use this guide to find tax deductions for home, work, investments, family, medical, charity, and more.
Two Panel — 9" x 8" flat; fold to 9" x 4"
Item #3568— $ View price chart
