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Tax, financial and business planning guides

Versatile, high-impact communication tools

PDI Global’s tax and financial planning guides give you a cost-effective way to deliver in-depth information about must-know subjects to target audiences. These attractively designed publications, written by top technical experts and available in print and electronic formats, enable you to:

  • Start readers thinking about important issues and planning strategies
  • Distinguish your firm from competitors and build brand awareness
  • Position yourself as an expert and show how you can be of service
  • Encourage readers to contact you for more information or assistance
  • Support your marketing and business development efforts
  • Develop stronger and more profitable client relationships

Full color throughout, each guide features engaging content, helpful charts and examples, and image-enhancing covers you can personalize inside and out with you logo, photos and other information. 

Use these versatile publications to introduce your firm to prospects, thank clients for business, hand out at conferences or seminars, include with tax returns and proposals, and complement your newsletters and other marketing materials.