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Tax Planning Newkirk offers printed and electronic tax planning materials that will educate your customers and prospects and promote your services.
* The booklets and online version will be ready to ship in October 2008.
Year-End Tax Planning booklets from Newkirk can help businesses and individuals trim their tax bills with timely action before the end of the year. Booklets are broken into several easy-to-understand steps that include tax planning tips and strategies for individuals, businesses, and investors.
This comprehensive booklet explains the differences between a Roth IRA and the traditional IRA. Covers the Roth IRA's eligibility requirements, contribution limits, tax consequences, and distribution rules.
Click here to request information regarding Newkirk's Tax Planning Communications. Or, contact Newkirk by phone at 800-525-4237. |
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Review printed booklet; 
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Review slide presentation; 
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Review Internet version 
Order
your booklets by 9/19/08 and receive
a 10% discount!*
The 2008 Tax Planning Guide is
packed with tax planning tips and
considerations that businesses and
individuals can use now to lower their
2008 taxes — while underscoring
the need for your services. The 2008
Guide covers capital gains
and losses, traditional and Roth IRAs,
Coverdell Education Savings Accounts
(ESAs), bonus depreciation and expense
acceleration for businesses, and more!
Year-End Tax Planning 
Motivate and educate your clients and prospects by sending them
the Tax Report newsletter year-round. Features tax planning
opportunities for businesses and individuals; an easy-to-understand
summary of IRS rulings, federal court cases, Treasury department
regulations that affect your clients; and much more!
