Tax Planning Guide 2019:

A full color 5 ½” x 8 ½”, 24-page informative booklet that provides up-to-date tax planning strategies for individuals and businesses.

  • Concise guide to Federal Tax Fundamentals.
  • Tax-Related strategies for individuals, families, and businesses.
  • Calls-to-action throughout to increase client engagement in the tax planning process.
  • FINRA Reviewed.

Personalization

  • Include your contact information and logo.
  • Include personalization on front cover, back cover, both or leave blank.

Distribution

  • Direct Mail Service, turn-key solution to save you time and money. Includes booklet, custom envelope, full addressing, and mail preparation.
  • Kitting Service, includes booklet, custom envelope, inserting, and pre-printed return address.
  • Bulk Shipped, booklets shipped directly to you.

Available in PDF format.






Tax Cuts and Jobs Act of 2017 Booklet:

A full color 5 1/2" x 8 1/2", 20-page booklet to help summarize the largest tax reform to the US tax code in over 30 years.

  • Written to inform, not overwhelm.
  • Useful tips for everyday application for individuals and businesses.
  • Retirement and Health Plan Contribution Changes.
  • Effective and sunset dates.
  • Encourages readers to contact you as the trusted professional.
  • FINRA reviewed.

Personalization

  • Include your contact information and logo.
  • Include imprint on front cover, back cover, both or leave blank.

Distribution

  • Direct Mail Services, turn-key solution to save you time and money.
  • Kitting Services, inserted into custom envelopes and shipped to you.
  • Shipped Directly to you.

Available in PDF format.