Tax Planning Guide 2024:

This 32-page full color 5.5" x 8.5" perfect bound booklet will help educate your clients and prospects, individuals and business owners, on the recent tax law changes, and cost of living adjustments.

Notable Tax Changes Include:

  • The standard deduction and estate tax exclusion amounts increased
  • Retirement plan contribution and income limits increased
  • The Required Minimum Distributions (RMDs) start date increased to age 73
  • Roth 401(k) distributions will not have RMDs similar to non-Roth accounts
  • Excess 529 plan funds may be rolled over tax-free to a Roth IRA for the plan beneficiary
  • 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 as your personal library
  • Real-time analytics that track engagement