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Home › PDI Content & Publications › Tax, financial and business planning guides

PDI Global’s 2009-2010 Tax Planning Guide

The online, print and e-mail tax guide that gives you more bang for your buck!

To maximize reach and cost-effectiveness, you need a tax guide that’s available in both online and print versions, so you can post it on your Web site, e-mail it to contacts, mail it to key prospects and clients, and hand it out at meetings and seminars. PDI Global’s online and print 2009-2010 Tax Planning Guide gives you more for your money than any other on the market:

Choice of content, so you can target different market segments:

Multiple electronic formats for online use: (click links to view online samples):

*Updated continuously through April 15, 2010, so the content is always current.

Choice of cover designs, with outstanding page layouts that enhance your professional image:

For an additional charge, you can also choose a state-exclusive cover from our gallery of premium designs - or have us create a design just for you!

Ample space for your firm personalization - You can choose from a variety of predesigned options: Welcome letter, Preface, Tax Calendar, Tax Strategies Checklist, or 5 Key Tax-Savers (click links to view samples) — or create copy of your own. (Minimal additional charge for imprinting inside covers.)

  • Supplements and e-mail alerts about important tax law changes, as they occur, as well as year-round content updates to Flex-E-guide and WebTaxGuide.

  • Tax practice marketing kit enhanced with tips for maximizing an electronic tax guide and using our other financial guides to boost revenue.

Extras that help achieve your tax practice marketing objectives (additional charge):

  • Personalized envelopes imprinted with your logo, return address, and tag line or message.
  • Mailing services - We’ll handle it all for you!
  • Pocket Tax Rate Card ready to personalize with your contact information as a handy reminder of your tax services
  • Time-saving Tax Seminar-in-a-Box PowerPoint® presentation with speaker notes

Give your clients the tax answers they’re looking for — and more! To request printed samples or place your order for the 2009-2010 Tax Planning Guide and various options, call 800-227-0498 or e-mail pditaxguides@pdiglobal.com.