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.