Alert: Send This Card to Clients, Prospects, CPAs, Attorneys, and Others…

Add “Key Tax Changes From the Tax Cuts and Jobs Act” to your collection of useful handouts for clients

• Available in PDF or print version
• Branded with photo and logo
• Finra-Reviewed

Dear Advisor,

The new tax rules have introduced a range of uncertainty. Each and every individual, family, and business will be impacted, positively and negatively.

Your clients have questions. They want to know how they will be affected by the tax laws that are all over the news.

Certain deductions have gone away, but others have been increased. Planning takes on extra importance as rules will be different, affecting cash flow.

It’s a lot for people to remember.

All the important changes in one spot, with your contact info.

That’s why Horsesmouth has created the “Key Tax Changes From the Tax Cuts and Jobs Act" available for all advisors to use. Your clients will appreciate your thoroughness in guiding them through the confusing waters of positioning themselves to take full advantage of the new tax laws.

Clients, prospects, and COIs will love Key Tax Changes because it’s simple and easy to comprehend at a glance. It tells you what the new rules are and how they’re different from the old ones. Nearly all the changes affecting family and business finances are included:

• Income tax brackets
• The new standard deduction
• Alternative Minimum Tax
• Medical expenses
• Miscellaneous itemized deductions
• Inflation measurement
• Charitable giving
• SALT deduction
• Mortgage interest
• Child tax credit
• Kiddie tax
• 529 plans
• Alimony
• Roth IRAs
• Retirement plan loans
• Estate tax exemptions
• Corporate tax rate
• Pass-through income
• Expensing business assets

Order Your Branded “Key Tax Changes” Cards and Enjoy These Four Features:

1. Instant, branded PDF—Share it right now.
2. Printed, branded cards—Mail/hand out all year.
3. Updated, branded PDF to share throughout the year—Email it if or when Congress changes rules or new interpretations arise. (We’ll alert you to changes.)
4. Special Report: "Breaking Down a Tax Return: How to Read and Analyze Your Clients’ Returns” a new special report by Debra Taylor (PDF).

So go ahead now and take your first, easy step to including Key Tax Changes as part of your client communication program throughout the year.

6 Reasons to Give Clients Key Tax Changes from the Tax Cuts and Jobs Act

1. Because you’re the expert. People are looking for authoritative information about the tax laws, not just media speculation. This shows you know what you’re talking about.
2. Because the market is huge—every individual and business is affected. They know the laws should mean something to them, but they don’t know what. They’re desperate to know how to react, and where they need to seek advice.
3. Because there is no easy answer to the question, “What’s in it for me?” This handout gives clients the basics to begin thinking about their tax liabilities, but reinforces the idea that they need to come to you to thoroughly review their situations.
4. Because it’s a good “marketing touch.” Pop a copy of the card in the mail, along with a cover letter, to let your clients know you are thinking of them. They’ll be impressed with your thoughtfulness.
5. Because it’s a perfect handout. Share with clients and prospects at meetings, workshops, and other events where you need or want helpful material to share with others.
6. Because it demonstrates your commitment to keeping clients abreast of important information regarding economic and political changes. And when people know you’re committed to them and to your profession, it promotes loyalty and referrals.

So go ahead now and take your first, easy step to including Key Tax Changes as part of your client communication program throughout the year.

The Key Tax Changes from the Tax Cuts and Jobs Act fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884, ext. 1. Or simply fax this form to: 212-363-9526.