Now! A year-round tax planning newsletter designed for your website


Online Tax Planning Letters

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Read a customer success story


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 e-mail 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.

Special bonus! With each new issue, we'll send you a "Client E-mail Alert" that's ready to e-mail to clients and prospects. Use it to announce that a new issue is on your site — you'll boost Letter readership and client engagements.

Note: If you would like to have your handwritten signature included on page one, please e-mail a scan of your signature to service@mostad.com. Or mail your signature (in black ink) to:

Mostad & Christensen, Inc.
P.O. Box 1709, Oak Harbor, WA 98277

To have your logo displayed on Internet link products:
  • E-mail your logo to service@mostad.com
  • Acceptable file formats: .jpg, .gif, .tif, or .eps

Note: If you would like to have your handwritten signature included on page one, please e-mail a scan of your signature to service@mostad.com. Or mail your signature (in black ink) to:

Mostad & Christensen, Inc.
P.O. Box 1709, Oak Harbor, WA 98277

Your Best Buy!

Order any issue of the printed Tax Planning Letter and get the Online Letter for only $328

Online Tax Planning Letter

  View sample

With purchase of printed Tax Planning Letters
Item #442L-N — Annual Price $328

No purchase of printed Tax Planning Letters
Item #442L-O — Annual Price $656

Please include my signature on page one. (details)