| June 1, 2006, Agoura Hills, CA – The
recent new tax law bill creates a perfect opportunity for tax advisors
to educate and inform their clients of the changes. The new changes
are covered in the upcoming ClientWhys client newsletter releases, but
many advisors may want to send out a special mailing. The ClientWhys
Tax Law Brochure will be ready for release following the conclusion
of the trailer bills. Electronic versions of the client communications
are also available. Tax Advisors can personalize their marketing material
with their contact information and logo. Orders placed now will receive
first priority after the trailer bills are signed into law.
Brochure topics include:
- How the AMT patch for 2006 will affect taxpayers,
- Capital gains & dividends – extension of favorable rates
and expanded “zero” tax years,
- Strategies to avoid or minimize the expanded “kiddie”
tax and keep kids from getting hammered by the new law,
- Planning strategies for Roth conversions for when the AGI limitations
are lifted, and
- Retroactive contribution strategies for combat pay & IRA contributions.
To view the entire product line, visit us online at www.clientwhys.com
or call 1.80.442.2477.
About ClientWhys, Inc.
Client…It’s about tax advisors
and their client relationships. It’s often said that
clients can’t pick a good tax return from a bad one. In other
words, a tax advisor’s business is all about relationships,
and the more they communicate and provide solid advice, the stronger
the ties with their clients and prospects.
Whys…An informed client is a lifelong client.
Implementing the best planning strategies, quickly answering your client
“whys” when asked about complex tax situations - all are
keys to demonstrating commitment, talent and results.
Providing tax advisors the expertise and knowledge
are elements of what we do. A tax advisor’s success is not just
based on professional designations. It is based on how they manage their
practice, the services they offer, and the way they communicate and
address issues facing their clients year-round.
SOURCE ClientWhys, Inc.
Contact: Lee Reams II, President
1-818-701-3090 x 222
lee2.reams@clientwhys.com
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