Order now to ensure your cards ship in December!

Show your prospects and clients you’re in control and ready to discuss what new 2027 key rates mean for them.

Key Financial Data is our industry’s one-stop, custom resource that allows you to share the most updated tax brackets, thresholds, limitations, exemptions and more!

A tool to convert prospects and engage clients

• Builds trust through visible expertise. Clients expect their advisor to track the rules that affect their bottom line. This card proves you’re on top of it without them having to ask.
• A year-round touchpoint that does the work for you. One branded piece keeps your name in front of clients and prospects all year, with zero ongoing effort after setup.
• Positions you above the CPA. While clients’ accountants react to tax changes after the fact, you’re the advisor who saw it coming—reinforcing a “can-do,” proactive image instead of just a “policy summary.”

Pricing features

NOTE: Current key financial data for 2027 is preliminary. Data will be finalized and published in December.

What’s covered on the card

• 2027 Tax Rate Schedule
• Standard Deductions and Child Tax Credit
• Tax Rate on Long-Term Capital Gains and Qualified Dividends
• Net Investment Income Brackets
• Exemption Amounts for Alternative Minimum Tax
• Gift and Estate Exclusion and Credits
• Education Credits, Deductions and Distributions
• Tax Deadlines
• Retirement Plan Contribution Limits
• Individual Retirement Accounts
• Health Savings Accounts
• Deductibility of Long-Term Care Premiums on Qualified Policies
• Medicare Deductibles
• Social Security
• Medicare Premiums
• Uniform Lifetime Table

Testimonials

“The cost of these from Horsesmouth has been the best marketing money I could have ever spent. I’ve given away close to 150. One CPA asked for 15, so everyone in his firm doing taxes has my name, contact info, and photo close by them at all times.”

—B.E. Carden, Brentwood, TN

“Having been in practice since 1986, I do not think I have gotten more mileage out of anything as much as I have out of Horsesmouth’s Key Financial Data cards. It’s good to know that I am hiding under so many blotters on desks throughout Raleigh, NC.”

—Bob Watral, CFP®, Raleigh, NC

Order your 2027 Key Financial Data Cards today

So go ahead now and take your first, easy step to including Key Financial Data 2027 as part of your client communication program throughout the year.

NOTE: Cards ordered here cannot be customized beyond what our automated system allows. To discuss licensing and customization for use by five or more advisors, contact Corporate Sales and we’ll work with you to create a card that meets your needs.

Select your color scheme and quantity, then click below to order

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