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Tax Planning

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

Booklets

Newsletters

Booklets

2012 Tax Planning Guide Review printed booklet Review Internet version

Tax Planning GuideNewkirk’s 2012 Tax Planning Guide relays important information addressing your clients' tax-saving opportunities in 2012.   

The Guide provides insight into:

  • Current tax law provisions
  • Capital gains and losses
  • Traditional and Roth IRAs
  • Business tax deductions and credits
  • Education tax incentives
  • Retirement plan options

Click here to view a sample booklet.

View and Print Order Form

2010 Tax Law Highlights Review printed booklet Review Internet version

Tax Planning GuideNewkirk’s experienced team of CPAs, CFPs, and attorneys, has analyzed the 2010 tax law package to develop a comprehensive summary that provides insight into the new provisions including:

  • Extended Bush-era tax cuts for all individual taxpayers for two years
  • New and reinstated tax breaks for businesses
  • Payroll tax cut for workers
  • Reinstated estate tax at a lower rate and higher exemption amount than scheduled

Order today to be the first to help your clients and prospects understand the new tax law.

Click here to view a sample booklet.

Click here to view a sample of the Internet/HTML version.

View and Print Order Form

 

What Health Care Reform Means For Your Business Review printed booklet Review Internet version

Newkirk's Health Care Reform booklet will help you explain the new law's impact to your business clients.

Newkirk's experienced team of CPAs, CFPs, and attorneys will provide insight into important new provisions, including:

  • Premium subsidies and who they impact
  • Employer penalties for failing to provide coverage
  • Medicare taxes on investment income for high-income taxpayers
  • Penalties on individuals for failing to secure coverage
  • Excise tax on high-cost plans

Click here to view a sample booklet.

Click here to view a sample of the Internet/HTML version.

View and Print Order Form

Newsletters

Tax Report Newsletter Review printed newsletter Review Internet version

Tax Report NewsletterMotivate 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!

View and Print Order Form

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.

 

  Communications
 

Product Highlight

Wealth Management Series

Wealth Management Series

Easy-to-follow booklets and SmartSheets that provide the diverse financial information your clients need.

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