Accounting, law and professional services marketing and client communication resources, news and best practice tips

We hope you will find the following information helpful in maximizing the effectiveness of your marketing and client communication programs and achieving your business development and growth objectives. Please let us know if we can be of further assistance in these areas.

PDI Global news

• Use our Health Care Act Tax Overview, available in brand-ready PDF, print and email formats, to tell individuals and employers what they need to know about the tax-related provisions of the Patient Protection and Affordable Care Act of 2010.
• Be a thought-leader by sharing the new PDI Global Tax Act Overview of the American Taxpayer Relief Act of 2012 (ATRA), available in personalizable PDF, print, email and PowerPoint® formats.
• Facilitate client tax planning, build goodwill and keep your name top-of-mind for tax services with just updated PDI Global 2013 Federal Tax Rates Card in brand-ready wallet and full sizes.
• Build your estate planning practice with the recently released PDI Global 2013 estate planning guide, updated for ATRA and available in personalizable online, email, print and PowerPoint formats.
• Check out our new Marketing Best Practices Article Library for ideas on ways to build your firm’s success. Topics include content marketing, thought leadership, social media, websites, newsletters and collateral, and new articles are added regularly.

PDI Global Strategic Advisor newsletter

• Recent issues
• NEW! Marketing best practices article library

PDI Global whitepapers

• “Optimizing website content for search engines”
• “Integrating print and electronic marketing communications”
• “Maximizing newsletters as a content marketing tool”
• “Marketing with tax and financial planning guides”
• “How Section 7216 regulations and Revenue Ruling 2010-4 may affect your marketing program”
• “E-mail dos and don’ts”
• “Why you need both print and electronic tax guides”

PDI Global marketing tips

• Tax Practice Marketing Tips for your tax guide
• Online tax guide (WebTaxGuide) marketing tips
• Social Media Marketing Tips

PDI Global Solutions

This newsletter for consultants to accounting, law and financial services firms covers issues, personalities and best practices in professional services consulting.

• First quarter 2012
• Second quarter 2012
• Third quarter 2012
• Fourth quarter 2012
• First quarter 2013
• Second quarter 2013