Current titles include:

R&R Newkirk's 2008 edition of the Federal Tax Pocket Guide is now available. The new edition is fully updated for 2008 tax legislation and other changes that took effect this year.

This reference guide is an ideal planning aid for attorneys, trust officers, financial planners, accountants and other centers of influence. Imprinted with your organization's name and logo and your own name and phone number, the Pocket Guide is an effective tool for keeping your name before the professional advisers in your community . . . and a fine way to build good will.

 

Personal Planning Guide

The Personal Planning Guide is a "consumer" version of the popular Federal Tax Pocket Guide and is packed with important planning tips for your donors and prospects, including important changes contained in the new tax law signed last year. It includes a "Rate Your Estate Plan" scorecard paired with federal estate and gift tax facts, income tax tables and strategies, Social Security and retirement information, investment growth tables, a life expectancy chart and, most importantly, sound ideas on planning charitable contributions during life and from donors' estates. Two-color information request cards are provided at no additional charge.

Charitable Gift Planning Guidelines

Charitable Gift Planning Guidelines is the newest addition to R&R Newkirk's line of planning guides. It condenses (almost) everything worth knowing about charitable gift planning into a comprehensive, two-sided grid that sets out the essentials of outright and deferred charitable gifts. We created Guidelines for use by advisers, but have heard many clients comment that they expect to provide them to donors, development staff and the board . . . a perfect complement to the Federal Tax Pocket Guide or Personal Planning Guide.


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