Tax Planning Guide 2022:

2021 has been a year of challenging times for most as we all faced a worldwide pandemic. Now is the time to connect with clients, learn how their personal situation will be affected, and educate them on the recent tax law changes.

This full color 5.5" x 8.5" perfect bound informative booklet provides up-to-date tax planning strategies for individuals and businesses.

  • Concise guide to Federal Tax Fundamentals
  • Tax-related strategies for individuals, families, and businesses
  • Calls-to-action throughout to increase client engagement
  • Updates for 2022 include:
    • Achieving a Better Life Experience (ABLE) accounts
    • SECURE Act, employee benefit plans and tax credits
    • Empowerment Zone Tax incentives
    • Infrastructure Investments and Jobs Act
  • FINRA Reviewed


  • Include your contact information and logo.
  • Include personalization on front cover, back cover, both or leave blank.


  • Direct Mail Service, turn-key solution to save you time and money. Includes booklet, custom envelope, full addressing, and mail preparation.
  • Kitting Service, includes booklet, custom envelope, inserting, and pre-printed return address
  • Bulk Shipped, booklets shipped directly to you.


The new online edition provides you access to the booklet content in a shareable format. The content will be continuously updated through the year as needed.

Subscription includes:

  • Distribution of your personalized eBooklet
  • Personalized website with continuously updated contact that serves has your personal library
  • Real-time analytics that track engagement