Overview


Packages

2-year (8 issues): $718
1-year (4 issues): $369


About

Entrepreneurial accounting firms are always looking for ways to stay in touch and provide added value to their clients. An excellent way to stay connected is using a client newsletter. Writing these newsletters can eat up a lot of your valuable time.

Consider Tax, Tips and Traps as a solution!

The Video Tax News editorial team pulls the most critical and practical tax updates for owner/managers and high-net worth individuals.

The newsletters are released 4 times a year in conjunction with the most crucial tax planning timings - February (before personal tax time), June (before the holidays), September (back to business), and November (year-end tax planning).

Subscribers are encouraged to brand it with your firm's logo/letterhead/branding and distribute to your clients.


HOW DOES IT WORK?

  • 4 Tax, Tips and Traps Newsletters posted on the Members Portal in both Word and PDF by the 15 of January, May, August, and October. 
  • An Advisor page which will give you the source information to confidently answer inquiries from clients.
  • The Personal Tax Planning Checklist will be distributed annually. This checklist is a tool to provide to your clients prior to the Personal Tax Season.
  • You are encouraged to brand it with your firm's logo/letterhead/branding and distribute to your clients.
  • Distribution can be via email, posting on your website, social media, snail mail, or however you connect with your clients.

BEST PRACTICE

Click here to view a sample email using only a portion of the content available in one issue of Tax, Tips and Traps.

Consider setting up an account with Mailchimp or Constant Contact.

Use Tax, Tips and Traps to compliment your own firm updates.