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Firm Management

2013 Tax Planning Guide released

Thomson Reuters has released, under its PDI Global brand, the 2013 edition of its annual Tax Planning Guide.

Jul. 14, 2013

NEW YORK — Thomson Reuters has released, under its PDI Global brand, the 2013 edition of its annual Tax Planning Guide.

Accounting firms, law firms, banks and financial advisors use the guide to help their clients stay up-to-date on recent federal tax legislation and inform them about tax planning strategies.

“Clients of professional firms expect them to help manage and minimize their tax obligations,” said Keith Haurie, vice president, Emerging Products for the Tax & Accounting business of Thomson Reuters. “Our Tax Planning Guide provides a convenient way for firms to position themselves as thought leaders to their prospects and clients. Firms can brand the guide with their logos and use it to strengthen existing client relationships, generate leads and grow their businesses.”

The Tax Planning Guide covers deductions, investing, business ownership, saving for education, and planning for retirement. The new edition includes charts with updated tax rates, exemption amounts, contribution limits and related information.

The guide is available in online, email, print, and PowerPointformats to maximize flexibility, reach, impact, and cost-effectiveness:

  • The online WebTaxGuide is automatically updated for important tax law changes throughout the year.
  • The email Flex-E-TaxGuide features a customizable HTML email template that links to the online WebTaxGuide. It is available with an optional email distribution, management and tracking system.
  • The print 2013 Tax Planning Guide offers content for two audiences. The Classic edition is geared to the tax needs of small business owners, privately held companies, the self-employed, and individual taxpayers. The Executive edition is aimed at high-net-worth taxpayers. Both editions can be personalized with information from the firm, such as a welcome message, a tax calendar, and company information, including 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.