Product Detail

Overview

Description:

We offer two versions of our popular Tax Tips client newsletter – one for your individual clients and one for your small business clients. These newsletters are perfect for keeping in touch with your clients throughout the year. Tax Tips are professionally designed in full color and are written in a friendly, inviting style, as if you wrote them yourself.

Downloadable Tax Tips Individual and Small Business versions give you the flexibility to reach your clients through print, email or your website. Easily add your contact information to either the fillable pdf file or plan text version.

Some Individual Tax Tips Topics Include:

SALT limits on Schedule A
Child tax credit and who qualifies
New alimony rules for 2019
Deductions still allowed on Schedule A

Casualty losses – must be in a federally declared area
Moving expenses – must be active military
Investment interest – to the extent of investment income
Gambling losses – to the extent of winnings
Charitable contributions
Medical expenses

Why it’s important to check your withholding

Some Business Tax Tips Topics Include:

New rules for entertainment expenses
What to consider when choosing a business entity
Reasonable compensation – paying yourself what you’re worth (especially in light of the QBI deduction)
Understanding leasehold improvements and how they are deducted
Should you hire employees or independent contractors?

View Sample of Winter Individual Tax Tips

View Sample of Winter Small Business Tax Tips