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    Client Letter Template

    Template From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues...
    Published on April 09, 2010

    Planning After ATRA and the Net Investment Income Tax Toolkit

    Tools Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2014
    Published on June 20, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on July 16, 2014

    2013 Year in Review

    Overview A look back at the various milestones, as well as member benefits released or revised in 2013.
    Published on July 15, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on July 16, 2014

    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation.
    Published on February 03, 2014

    AICPA Sample Client Letter on DOMA Ruling Tax Impact

    Sample Letter Sample client letter from the AICPA relating to the same sex marriage Supreme Court ruling and its possible tax impact
    Published on July 16, 2013

    Year-End Client Letter

    Sample Letter Year-end client letter to send to clients to illustrate why it is important that they meet with you
    Published on October 28, 2013

    3.8% Healthcare Surtax Sample Client Letter

    Sample Letter Customize this letter to your clients to illustrate issues and planning strategies with the Medicare surtax
    Published on September 09, 2012

    Sample Existing Client Letter

    Sample Letter Sample letters for existing clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

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