Tax-planning letter by WPI Communications, Inc.

Year-End Tax-Planning Letter

Don't pass up a unique opportunity to give your practice a shot in the arm ...

 How can your clients seize the tax-saving opportunities available at year-end?

Your expert advice can make a big difference. But how can you convey this message to clients and prospects in a timely and cost-efficient manner? All too often, months can go by between client meetings. And when they finally do occur, it may be difficult—or even impossible—to implement well-devised year-end tax-planning techniques.

The annual Year-End Tax-Planning Letter, written and reviewed by expert tax professionals, presents an insightful overview for your clients. It is designed to encourage clients to contact you about the very services you can provide.

Our Year-End Tax-Planning Letter typically covers topics such as

  • Section 179 deductions
  • Capital gains and losses
  • Bonus depreciation
  • Alternative minimum tax
  • Charitable donations
  • Roth IRA conversions
  • Medical expense deductions
  • Estate- and gift-tax strategies
  • And much, much more!

How long would it take you to research and write a year-end tax-planning letter? How much revenue would you miss out on?

Call us at 800-323-4995 for more information or e-mail us at

We will begin taking orders for the 2014 Year-End Tax-Planning Letter in October 2014.


For more information, call us at 800-323-4995 or e-mail us at