Tax and estate planning guides in electronic and print formats for accountants, lawyers, estate planners and financial advisors
Providing clients and prospects with information about ways to minimize tax and achieve their financial goals is a proven way to position your firm as a thought leader, increase brand awareness, and build stronger and more profitable client relationships. To this end, we offer these marketing and client communication solutions for your tax planning and estate planning practices:
- Tax planning guides in online, email, print and PowerPoint® formats for accounting firms, law firms, banks, insurers and tax advisors — including a guide designed specifically for the high-net-worth market that discusses investments, executive compensation and AMT minimization strategies
- Estate planning guide in online, print and PowerPoint® formats for accountants, estate planners, attorneys, trust officers, insurance providers and financial advisors. Topics include wills, trusts, life insurance, charitable giving and wealth transfer strategies
Our guides feature image-enhancing designs with areas to brand with your logo and customize with information about your firm and the services you provide. The professionally written content positions you as an expert on the topics discussed and encourages contact for more information or assistance.
We invite you to put these cost-effective marketing solutions to work for your firm — and start nurturing clients, generating leads and growing your business. To learn more, drill down or contact us at 866-240-8477 or email@example.com.