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Year-End Tax-Planning Letter

The end of the year is often the optimal time for individuals and businesses to implement tax-planning strategies. Every year, taxpayers face compelling and complex tax issues.

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 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 insightful overview for your clients. It is designed to encourage clients to contact you about the very services you can provide.

The 2011 YEAR-END TAX-PLANNING LETTER covered the following topics:

• Section 179 deductions
• 100% bonus depreciation
• Capital gains and losses
• Charitable donations
• Alternative minimum tax
• Qualified small business stock
• Energy tax-savers
• Roth IRA conversions
• Health insurance credits
• 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.

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

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