Looking for ways to grow your practice this year?
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.
The Personal Tax Planner Guide
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
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 2015
Number of Pages: approx. 200