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Personal Tax Planner Guide 2018-2019, The

Nancy J. Bullis, Brian J. Wilson

Personal Tax Planner Guide 2018-2019, 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.

Orders ship October 2018. Pre-order today!

Sold in multiples of 25.

ItemItem no.PriceQuantity
Book (Softcover)025 books 
Book (Softcover)050 books 
Book (Softcover)075 books 
Book (Softcover)100 books 
Book (Softcover)125 books 
Note:This product is currently on backorder.
Book (Softcover)150 books 
Note:This product is currently on backorder.
Book (Softcover)175 books 
Note:This product is currently on backorder.
Book (Softcover)200 books 
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Book (Softcover)225 books 
Note:This product is currently on backorder.
Book (Softcover)250 books 
Note:This product is currently on backorder.
Book (Softcover)Additional Sets (25 books) over 250 copies 
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Prices may change without notice. User license policies

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.

Personalize the cover of The Personal Tax Planner Guidewith your firm’s contact name and/or logo and help clients take notice of the services you provide as a financial advisor throughout the year.

Notes: :

  • sold in multiples of 25
  • regular cost for text-only personalization is $265; personalization with logo is $315
  • personalization is available until September 14, 2018
  • minimum order for personalized copies is 100 copies
  • orders ship October 2018

Email your sales representative for details and to order or call 1-855-769-0905.

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 Family Trust Guide
The Registered Charities Guide
The Business Matters Newsletter
A Canadian’s Guide to Money-Smart Living
A Parent's Guide to Raising Money-Smart Kids

ISBN: ISSN 1480-2066
Publication Date: October 2018
Number of Pages: approx. 180

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