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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
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
View
and print order form
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.

View
and print order form
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.

View
and print order form
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.
View
and print order form
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!
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.