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Personal Tax Planner Guide 2020-2021, The

Nancy J. Bullis, Margaret A. Riggin

Personal Tax Planner Guide 2020-2021, The - This product is available in the following media types: Book (Softcover)

Looking for ways to grow your practice this year?
This practical marketing tool can be distributed to new and prospective clients to keep them informed of pertinent tax planning strategies for the current tax year.

Sold in multiples of 25.

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The Personal Tax Planner Guide

Each year, CPA Canada prints this helpful client guide so that firms can distribute copies to their clients in the early fall in preparation for the next tax season. When clients turn to you for further discussion on the tax planning topics presented in the guide, it's also an opportune time to talk to them about the other services your firm may provide. Sold in multiples of 25, The Personal Tax Planner Guide is a proven way to develop value-added services for clients.

Chapter topics include:

  • What’s New
  • Business Income
  • Employment Income
  • Investment Income
  • Other Income
  • Estate Planning
  • U.S. Federal Income Tax
  • Personal Deductions
  • Income Splitting for Families

The first chapter, What’s New, provides your clients with a summary overview of the recent changes in tax law with cross-references to the chapters that follow.

The five practical appendices include:

  • Document Organizer Worksheet
  • Tax Calendar
  • Tax Rate Tables
  • Prescribed Rates
  • Notes

The Document Organizer Worksheet can help your clients plan and organize their personal tax matters as well as prepare questions before meeting with you, their tax advisor.

Other titles in CPA Canada's Client Development Series include:

The Personal Automobile Log
The Business Matters Newsletter

ISBN: 978-1-5254-0358-3
Publication Date: November 2020
Number of Pages: approx. 180

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