Pocket Tax Guide

Our brochure provides highlights of the year's tax law changes and lists the most important applicable tax rates. It includes deadlines and tax rates that your clients and prospects will need during the year. Impress your clients with this timely and up-to-date tax guide!

The Tax Planning Guide includes the following:
  • • Tax Highlights & Changes
  • • Deductions, Exemptions, Phase Outs
  • • Per Diem Rates
  • • SS Tax Thresholds & Earnings Test
  • • Individual Tax Calendar
  • • Estate & Gift Tax Rates
  • • Retirement Plan Contribution Limits
  • • Future Value Table – Fixed Sum
  • • Life Expectancy Table
  • • Tax Rates – Including AMT
  • • Standard Mileage Rates
  • • OASDI and SE Tax Rates
  • • Corporate Tax Rates
  • • Retirement Plan Contribution Limits
  • • IRA – Limits & Phase Outs
  • • Future Value Table – Annuity
  • • Tax Equivalents – Muni Bonds

It has already been updated to include the key points of the Obama Administration/GOP Leadership compromise bill.  All the important changes are in, including the retroactive estate tax, the return of the IRA to charity distributions, tax-cut extensions, the 2011 payroll tax reduction, the bonus depreciation and Sec 179 increases, and the extension of the American Opportunity Tax Credit and the Residential Energy-Efficient Credit.

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