Tax Planning

= Review printed booklet; = Review slide presentation; = Review Internet version

Tax Planning

Newkirk offers printed and electronic tax planning materials that will educate your customers and prospects and promote your services.

Booklets

2009 Tax Law Stimulus Booklet

Provide your clients and prospects a summary of the new tax bill — 2009 Tax Law Stimulus: American Recovery & Reinvestment Tax Act of 2009.

Booklet provides insight into the new provisions, including:

Employer Hiring Incentives
New “Making Work Pay” Credit for Working Families
Improved First-time Homebuyer Credit
New “American Opportunity” Education Tax Credit
Extension of Alternative Minimum Tax Relief
New Tax Break for Purchasing a New Car
Extended Bonus Depreciation for Businesses
Extended Section 179 Expensing of Capital Purchases
New Net Operating Loss Carryback

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2009 Tax Planning Guide

The 2009 Tax Planning Guide booklet and online version are a simple way to reinforce your financial expertise. Packed with tax planning tips and reliable content, the Guide provides key insights into the financial bailout package of 2008 (H.R. 1424), the Housing Assistance Tax Act of 2008, capital gains and losses, traditional and Roth IRAs, business tax deductions and credits, and more.

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Year-End Tax Planning

Year-End Tax Planning booklets from Newkirk can help businesses and individuals trim their tax bills with timely action before the end of the year. Booklets are broken into several easy-to-understand steps that include tax planning tips and strategies for individuals, businesses, and investors.

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The Roth IRA,
Your Questions, Our Answers

This comprehensive booklet explains the differences between a Roth IRA and the traditional IRA. Covers the Roth IRA's eligibility requirements, contribution limits, tax consequences, and distribution rules.

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Newsletters

Tax Report Newsletter

Motivate and educate your clients and prospects by sending them the Tax Report newsletter year-round. Features tax planning opportunities for businesses and individuals; an easy-to-understand summary of IRS rulings, federal court cases, Treasury department regulations that affect your clients; and much more!

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Information on IRS Regulation 7216

Frequently Asked Questions

Consent to Use Form

Consent to Disclose Form

Click here to request information regarding Newkirk's Tax Planning Communications. Or, contact Newkirk by phone at 800-525-4237.