CPA Client--Advances in Tax Planning--2011

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—trouble free—with the AICPA’s CPA Client—Advances in Tax Planning. This attractive PDF download is 24 pages and 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.

With this planning tool, you can also let clients know that your services to them can extend far beyond completing their income tax return. Interested in helping clients afford the cost of their children’s education? Highlight the articles on 529 plans and Coverdell accounts to help cover tuition expenses. Want to make clients aware of their need for estate tax planning even with the current high exemption amounts? Advise them to check out the section on planning for your estate. Do you have clients that are concerned about nexus for their multistate businesses? You can point them to the article on state taxes for businesses operating across state lines.

Topics covered in this annual tax planning newsletter include the following:

• Tips for making the most of the current income tax rates
• Ideas for minimizing tax on investments
• Factors to consider when itemizing your tax return
• Actions to take under the new estate tax rules
• Ways to maximize your savings through IRA conversions
• Plans to pay for upcoming education costs
• Much, much more

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.

Note: This product is an electronic download file that will be accessible immediately after completing your purchase. Access to this file – from the My Download page – expires 90 days from purchase date.

Please note this product purchase is non-refundable. For more information about this product or service concerns, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.