Thomson Reuters has released the 2013 edition of its annual Tax Planning Guide.
Accounting firms, law firms, banks and financial advisors use the guide, released under Thomson Reuters’ PDI Global brand, to help their clients stay up-to-date on recent federal tax legislation and inform them about tax planning strategies.
“Clients of professional firms expect them to help manage and minimize their tax obligations,” said Keith Haurie, vice president of emerging products for the Tax & Accounting business of Thomson Reuters. “Our Tax Planning Guide provides a convenient way for firms to position themselves as thought leaders to their prospects and clients. Firms can brand the guide with their logos and use it to strengthen existing client relationships, generate leads and grow their businesses.”
The Tax Planning Guide covers deductions, investing, business ownership, saving for education, and planning for retirement. The new edition includes charts with updated tax rates, exemption amounts, contribution limits and related information.
The guide is available in online, email, print and PowerPoint formats. The online WebTaxGuide is automatically updated for important tax law changes throughout the year. The email Flex-E-TaxGuide features a customizable HTML email template that links to the online WebTaxGuide. It is available with an optional email distribution, management and tracking system.
The print version of the 2013 Tax Planning Guide offers content for two audiences. The Classic edition is geared to the tax needs of small business owners, privately held companies, the self-employed, and individual taxpayers. The Executive edition is aimed at high-net-worth taxpayers. Both editions can be personalized with information from the firm, such as a welcome message, a tax calendar, and company information, including partner photos and bios.
The PowerPoint version, Tax Seminar-in-a-Box, contains professionally developed slides with content, speaker notes and imaging that can be edited and customized for presentations at tax planning seminars.
Thomson Reuters noted that orders for PDI Global tax guides placed by August 30 will receive eight professionally written e-articles on industry subjects for free. The articles are formatted in a customizable Microsoft Word template so they can be edited, emailed, posted and used in client communications.
For more information, visit www.pdiglobal.com.