2017-2018 Tax & Financial Planning Guide

The guides cover a wide range of financial topics to draw readers to you and your organization for advice. Each year we incorporate a unique theme throughout the guide using interesting pictures, captions and facts to increase readability and interest for your readers.

The guides are a great marketing tool! Use them at seminars, give them as client appreciation gifts, or use them to call on prospects.

They can also be used by referral sources to recommend you or your organization to their customers.

Book Contents

  • A Salute to Our National Parks
  • The Current Tax Climate
  • Tax Strategies for Individuals and Families
  • Education Strategies
  • Investment Planning
  • Business Tax Planning
  • Retirement Startegies
  • Estate Planning