Tax-planning letter by WPI Communications, Inc.

2017 Year-End Tax-Planning Letter

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

Every tax year presents uncertainty for individuals and small-business owners. It’s important for clients to recognize new developments and take advantage of tax-saving opportunities at year-end. Yet the obstacles remain 

Of course, 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 2017 Year-End Tax-Planning Letter, produced by WPI Communications, Inc., is the perfect answer. This letter, which is written and reviewed by expert tax professionals, presents an overview for your clients. It is designed to encourage clients to contact you about the services you can provide.

Topics vary from year to year but typically include the following:

  • Capital gains and losses
  • Section 179 deductions
  • Alternative minimum tax
  • Charitable donations
  • Net investment income tax
  • Roth IRA conversions
  • Higher education expenses
  • Required minimum distributions
  • 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? We create the entire letter for you at a fraction of the cost and time.

Call us now at 800-323-4995 for more information, or e-mail us at We will begin to ship the 2017 Year-End Tax-Planning Letter in October.