Federal Tax Pocket Guide
R&R Newkirk's 2017 edition of the Federal Tax Pocket Guide is now available. The current edition is fully updated for income tax and estate tax figures.
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 advisors 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. 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.
Charitable Gift Planning Guidelines
Charitable Gift Planning Guidelines 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 advisors, 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.
To request samples and pricing information, click here.
To place an order, click here.