Thomson Reuters Releases Tax Planning Guide to Deepen Client Relationships
Thomson Reuters has released, under its PDI Global brand, the 2012-2013 edition of its annual Tax Planning Guide, which accounting firms can use to keep their clients up-to-date on recent federal tax legislation and inform them about tax planning strategies.
- The online version, WebTaxGuide, is automatically updated when tax laws change. It features a home page with links to content sections in the guide. Also available are banner ads that can be used to highlight the guide on a firm's website.
- The e-mail version, Flex-E-TaxGuide, is a customizable HTML e-mail template that links to the online WebTaxGuide. It also includes an e-mail distribution, management, and tracking system to proactively manage communications.
- The print version, 2012-2013 Tax Planning Guide, offers content for two audiences: (1) the "classic" edition is geared to the tax needs of small business owners, privately held companies, those who are self-employed, and individual taxpayers; and (2) the "executive edition" is aimed at high-net-worth taxpayers. Both editions can be personalized with information, such as a welcome message, a tax calendar, or firm partner photos and bios.
- The PowerPoint version, Tax Seminar-in-a-Box, contains professionally developed slides - with content, speaker notes, and imaging - that can be edited and customized for presentations at tax planning seminars.
Voice of the Editor
Which isn’t completely true. I mean, occasionally I drop by when I manage to sneak out of the nonstop frat party over at Going Concern, but I’m mostly a wallflower over there. I’m happy to say that I’ve been given express permission (or explicit orders, if you like) to wander over here to AccountingWEB more often.
Why is that, you might ask? My job is to replace the irreplaceable Gail Perry as Editor-in-Chief. What does that mean? I don’t really know! I think it’ll be fun getting a feel for things, throwing in my own thoughts here and there, and listening to the discussions you’re having about the accounting profession.