Grow your practice with The Personal Tax Planner Guide
Published in the fall of each year for distribution to clients of CA firms, this informative CICA client Guide can help reinforce your relationship with clients as well as attract new ones.
Designed to support your client development and retention efforts, The Personal Tax Planner Guide can be distributed to current and prospective clients, reminding them of the value-added services that you provide all year round.
Completely Updated Each Year
Each year, the CICA prints this 200+ guide so that firms can distribute copies to their clients in the early fall in preparation for the next tax season. Sold in multiples of 25, The Personal Tax Planner Guide is a proven way to develop value-added services for clients. When clients turn to you for further discussion on the tax planning topics presented in the Guide, it's also an opportune time to expand your services.
Customize the Guide with “Compliments of Your Firm’s Name”
Affix labels with your firm's name, address, telephone/fax numbers and e-mail address on the distinctive “Compliments of” space on the back cover. Personalization through CICA is available only until September 2011.
Chapter topics include:
- What’s New
- Business Income
- Employment Income
- Investment Income
- Other Income
- Estate Planning
- U.S. Federal Income Tax
- Personal Deductions
- Income Splitting for Families
The first chapter, What’s New, provides your clients with a summary overview of the recent changes in tax law with cross-references to the chapters that follow.
The five practical appendices include:
- Document Organizer Worksheet
- Tax Calendar
- Tax Rate Tables
- Prescribed Rates
- Notes
The Document Organizer Worksheet can help your clients plan and organize their personal tax matters as well as prepare questions before meeting with you, their tax advisor.
Other titles in CICA's Client Development Series include:
The Personal Automobile Log
The Family Trust Guide
The Registered Charities Guide
The Business Matters NewsletterISBN: ISSN 1480-2066
Publication Date: October 2011
Number of Pages: approx. 200
