2009-2010 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 Look Around
  • Quick Reference
  • Changes for 2009
  • You and Your Family
  • Investments
  • Retirement
  • Real Estate
  • Estate Planning
  • Business 
Tax and Financial Planning Guide Mini and Standard Customizable Covers
Standard Guide ( 7.5" x 11" )
Mini Guide ( 4" x 8.5" )

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Standard Cover (860k PDF)

Standard Book (8.7MB PDF)

Mini Cover (480k PDF)

Mini Book (3.3MB)

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Newsworthy

Keeping Good Tax Records
June 22nd, 2009

Some Key Changes in 2009
April 20th, 2009

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