Tax Saving Tips for 2007 brochures and marketing materials available

The new Tax Savings Tips for 2007 marketing materials are now available including a brochure, speech and PowerPoint presentation geared toward assisting clients with preparing for the 2007 tax season.

Use these resources to promote your practice and/or services and increase your visibility in the community.

Topics covered in the 2007 tax resources include:

• Filing Basics: filing status, exemptions and common deductions
• Tax Breaks for Homeowners: interest and property taxes and capital gains
• Retirement Savings Tax Breaks: IRAs and 401(k)s
• Child and Education-Related Tax Breaks: child tax credit, dependent care credit, education tax credits and 529 plans
• Tax Considerations for Investors: long-term capital gains and dividends, offsetting capital gains with losses and “kiddie tax” rules
• Other Provisions for 2007: energy tax breaks, new rules for charitable contributions and the latest on the AMT exemptions.

The Tax Saving Tips for 2007 brochure is available in black and white, two-color and four-color, as well as in both high and low resolutions. Instructions for printing the brochure and suggestions on how to use it are also included.

Additionally, space is provided on the back panel to imprint firm names, logo and contact information. In addition to the brochure, a timely speech and PowerPoint presentation address specific tax law changes and provisions to help clients minimize their taxes.

Access these resources here.

Many of the materials in the toolkit were developed by the American Institute of CPAs. The following guidelines must be followed when producing the marketing materials:

• When printing the CPA Marketing Toolkit brochures, the CPA logo, the AICPA copyright and the 360 Degrees of Financial literacy logo and Web site must remain on the back panel.
  
  
• If brochures, speeches and any other collateral materials that exist on the CPA Marketing Toolkit are reproduced for other communications, proper attribution must be given to the AICPA.

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