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Personal Tax Planner Guide 2013-2014, The (new!)

Nancy J. Bullis, Brian J. Wilson

Personal Tax Planner Guide 2013-2014, The - This product is available in the following media types: Book (Softcover)

The Personal Tax Planner Guide is a practical marketing tool for your firm to distribute to new and prospective clients. It provides clients with pertinent tax planning strategies for the current tax year.

Personalization available only until September 27, 2013. Order today – shipping in October!
Personalize the cover of The Personal Tax Planner Guide with the name and contact information of your firm.*

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

ItemItem no.PriceQuantity
Book (Softcover)025 books 
Book (Softcover)050 books 
Book (Softcover)075 books 
Book (Softcover)100 books 
Book (Softcover)125 books 
Book (Softcover)150 books 
Book (Softcover)175 books 
Book (Softcover)200 books 
Book (Softcover)225 books 
Book (Softcover)250 books 
Book (Softcover)Additional Sets (25 books) over 250 copies 
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Personalization available only until September 27, 2013. Order today – shipping in October!
Personalize the cover of The Personal Tax Planner Guide with the name and contact information of your firm.*
Contact your local sales representative at 1-855-769-0905 to pre-order your personalized copies, or click on the “PDF order forms below:

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, these handy guides make 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.

Personalize the cover of The Personal Tax Planner Guide, and get your firm’s name and contact information printed on the front cover. For non-personalized orders, 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.

*Personalization available until September 27, 2013. Cost for personalization is $250. Orders ship October 2013. Shipping and handling is included in the display price. Minimum order for personalization is 100 copies. Contact a sales representative for more information at 1-855-769-0905 or

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 2013
Number of Pages: approx. 200

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