Now! A year-round tax planning newsletter designed for your website
Year-round tax planning is crucial to your clients' overall wealth-building strategy. And promoting year-round planning services is the best way for you to generate fees and build profits all year long.
Now you can publish a year-round tax planning newsletter on your website. This three-issue newsletter gives your clients and prospects tax-saving suggestions, legislative updates, and vital tax planning information at three strategic times during the year.
- The New Year Letter (posted early January) gives important tax reminders, updated tax numbers, and tax planning strategies for the new year.
- The Midyear Letter (posted early June) emphasizes the importance of a midyear tax review to minimize taxes and maximize savings.
- The Year-End Letter (posted early October) highlights tax saving moves to consider before year-end and encourages clients and prospects to see you for a year-end planning session.
The Online Tax Planning Letter is designed for easy reading on screen, with your firm name and email address displayed on each page. Personalize the opening page of the Letter with your signature for no additional charge. Add your firm logo for a $40 one-time fee.
- Email your logo to firstname.lastname@example.org
- Acceptable file formats: .jpg, .gif, .tif, or .eps
Note: If you would like to have your handwritten signature included on page one, please email a scan of your signature to email@example.com. Or mail your signature (in black ink) to:
Mostad & Christensen, Inc.
P.O. Box 1709, Oak Harbor, WA 98277