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Personal Tax Planner Guide 2014-2015, The (new!)

Nancy J. Bullis, Brian J. Wilson

Personal Tax Planner Guide 2014-2015, The - This product is available in the following media types: Book (Softcover)

This practical marketing tool can be distributed to new and prospective clients to keep them informed of pertinent tax planning strategies for the current tax year.

Sold in multiples of 25. Price displayed includes shipping and handling.


ItemItem no.PriceQuantity
Book (Softcover)025 books 
09130025$180.00
 
Book (Softcover)050 books 
09130050$340.00
 
Book (Softcover)075 books 
09130075$480.00
 
Book (Softcover)100 books 
09130100$610.00
 
Book (Softcover)125 books 
09130125$715.00
 
Book (Softcover)150 books 
09130150$815.00
 
Book (Softcover)175 books 
09130175$895.00
 
Book (Softcover)200 books 
09130200$960.00
 
Book (Softcover)225 books 
09130225$1,035.00
 
Book (Softcover)250 books 
Note:This product is currently on backorder.
09130250$1,115.00
 
Book (Softcover)Additional Sets (25 books) over 250 copies 
09130000$110.00
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Build your firm’s brand

Published in the fall of each year for distribution to clients of accounting firms, this informative CPA Canada client guide can help reinforce your relationship with clients as well as attract new ones. Cost-effective, and easy-to-understand, this handy guide makes it easy for you to connect with clients and provide them with a framework that will help them work with you on the issues that matter.

A convenient space on the back cover allows you to affix labels with your firm's name and contact information.



Completely Updated Each Year

Each year, CPA Canada prints this helpful client guide so that firms can distribute copies to their clients in the early fall in preparation for the next tax season. When clients turn to you for further discussion on the tax planning topics presented in the guide, it's also an opportune time to talk to them about the other services your firm may provide. Sold in multiples of 25, The Personal Tax Planner Guide is a proven way to develop value-added services for clients.

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 CPA Canada's Client Development Series include:

The Personal Automobile Log
The Family Trust Guide
The Registered Charities Guide
The Business Matters Newsletter
A Canadian’s Guide to Money-Smart Living
A Parent's Guide to Raising Money-Smart Kids

ISBN: ISSN 1480-2066
Publication Date: October 2014
Number of Pages: approx. 200

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