Home > Wealth Management > Tax Planning

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

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
• 2009 Tax Law Stimulus Internet Version
• 2010 Tax Planning Guide Booklet
• 2010 Tax Planning Guide Internet Version
• Year-End Tax Planning Booklet
• Year-End Tax Planning Internet Version
• Year-End Tax Planning PowerPoint® Presentation

Newsletters

• Tax Report Newsletter

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

2010 Tax Planning Guide

The 2010 Tax Planning Guide booklet and Internet version are a simple way to reinforce your financial expertise. Packed with tax planning tips and reliable content, the Guide provides key insights into capital gains and losses, Roth IRA conversions, alternative minimum tax, education tax incentives, business tax deductions and credits, and retirement plan options.  

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

 

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.