Tax Planning Guide 2019:
A full color 5 ½” x 8 ½”, 24-page informative booklet that 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 in the tax planning process.
- 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.
Available in PDF format.