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 e-mail address displayed on each page. Simply add the link to your website to give your clients year-round access to current tax planning strategies.

Online Tax Planning Letter

  View sample

With purchase of printed Tax Planning Letters
Item #442L-N — Annual Price $294

No purchase of printed Tax Planning Letters
Item #442L-O — Annual Price $588

--Starting Issue-- New Year Letter Midyear Letter Year-End Letter

Please include my signature on page one. (details)

Personalize the opening page of the Letter with your signature for no additional charge. Add your firm logo for a $39 one-time fee.