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You know that building relationships and trust with existing clients, as well as securing potential new clients, is critical to your success. Inform and impress your clients with the AICPA’s CPA Client—Advances in Tax Planning. This year-end newsletter is available as a PDF or MS Word download full of the valuable tax planning information that your clients need at this time of year. It is written for easy reading, with plenty of examples and clear explanations of complex tax laws. Order the PDF version and email or mail it directly to your clients or post it to your firm website as-is. Order the Word version and customize it to fit your needs by adding your firm logo, choosing the articles that best fit your client interests, and creating a personalized introduction (to all your clients, or unique to each one)!
Also with this planning tool, you can let clients know that your services to them can extend far beyond completing their income tax return. Interested in helping clients understand what the Supreme Court decision on health care means to them? Highlight the articles on the 3.8% surtax and medical deductions and exemptions. Want to make clients aware of their need for estate tax planning? Advise them to check out the section on planning for your estate. Do you have small business clients that could benefit from the crowdfunding provision in the new JOBS Act? You can point them to the article on flexibility for small businesses in the JOBS Act.
Topics covered in this annual tax planning newsletter include the following:
To provide your clients with this high quality, relevant information all year long, subscribe to the monthly CPA Client Bulletin or the quarterly CPA Client Tax Letter, both available on CPA2Biz.com or by calling 888.777.7077.