Discussion:2009 Year-End Client Tax Planning Letter

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Discussion Forum Index --> Business Growth Community --> 2009 Year-End Client Tax Planning Letter

Gfisher (talk|edits) said:

4 November 2009
What are all of you using for year-end planning letters to send to clients? (either a subset - eg, all S corps - or the entire client base) I'm not thrilled with the one that comes with our research software and was curious as to what other resources are available that we might be able to access.

Thanks, Gail

Death&Taxes (talk|edits) said:

4 November 2009
I write my own; it is in progress now.

Bbowers (talk|edits) said:

5 November 2009
We have used Mostad's annual planning letter for the past three years. It looks good and has a broad coverage of topics.

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