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Tax Planning Guide 2026:

This 32-page, full-color, 5.5" x 8.5" perfect-bound booklet will help educate your clients, prospects, individuals, and business owners about the recent tax law changes under the One Big Beautiful Bill Act (OBBBA) and cost-of-living adjustments.

Notable Tax Changes Include:

  • OBBBA makes TCJA’s increased standard deduction permanent
  • Increase in the dependent care assistance program
  • Raises SALT itemized deduction cap to $40,000
  • Permanently increases bonus depreciation percentage to 100% for property acquired after January 19, 2025
  • Expands 529 plan qualified expenses to include more education-related costs

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.

FINRA Reviewed


ONLINE/EMAIL EDITION

The new online edition provides you access to the booklet content in a shareable format. The content will be continuously updated through the year as needed.

Subscription includes:

  • Distribution of your personalized eBooklet
  • Personalized website with continuously updated contact that serves as your personal library
  • Real-time analytics that track engagement

Order Form Sample "Draft"