 Looking to grow your tax business?
PDI’s 2008-2009 Tax Planning Guide
will help your profits reach the sky!
This industry-leading tax guide — used by more top firms than any other — gives you a proven cost-effective way to:
- Increase market visibility and brand awareness
- Show how you can be of service
- Attract new business and generate more revenue
- Build stronger client, prospect and referral relationships
- Realize more of your profit potential
This best-seller’s reader-friendly design and content, written by top tax experts, position you as a go-to source of information about ways to minimize taxes. Plus, the guide is available in two versions, so you can economically target different market segments:
*To make the Executive guide more useful and reader friendly, we’ve made the copy less technical, provided numerous tax-planning case studies, included a tax planning checklist and added sections on executive compensation and business ownership.
To make your guide more distinctive and boost its marketing power, you also get a choice of:
SIZE (Classic version only) to fit your mailing strategy.
- Pocket — Send out this 32-page, 4 x 8.5-inch booklet as a self-mailer or in a no. 10 envelope.
- Full size — Mail out this 16-page, 8.5 x 11-inch booklet by itself or in a 9 x 12 envelope.
ELECTRONIC FORMAT to e-mail the guide or post it on your Web site.
- PDF of full guide (View Samples - Classic or Executive version) — Post the entire guide with links from a table of contents to specific chapters
- PDF of guide chapters — Post or e-mail the chapters individually
- HTML version — PDI will provide you with a link to an HTML version of the Year End Tax Guide (YETG). When posted to your Web site, this link redirects the client to an online version of the guide, created to resemble the printed version of the publication.
COVER DESIGN to achieve the look you want.
- Standard — Choose from three image-enhancing tax guide designs (Standard A, Standard B or Standard C), or opt for a cover from one of our other guides.
- Premium — Pick from a variety of market-exclusive cover designs.**
- Custom — Have us design a cover especially for you.**
TITLE to have it worded the way you like (within space restrictions).
PERSONALIZATION AREA to reinforce your brand and deliver the message you want.
- Outside covers — Have your logo, contact information, and other copy or images printed in black for free. (Color imprinting is extra.)
- Inside covers — Include our welcome message or any other copy and images you want.**
MEDIUM to suit your communication needs.
- Print — Make a strong impression with our high quality, full-color, image-enhancing booklets.
- Electronic — Choose the PDF-only option for Web site posting or the HTML-only option for
e-mailing.
- Content-only — Get the guide’s content in Word format to use as you like.
EXTRAS to achieve your tax practice marketing objectives.
- Tax Seminar-in-a-Box — Save time with this ready-to-use PowerPoint® presentation, which includes complete speaker notes ($195 with guide order).
- Personalized envelopes — Send out your guides in envelopes we imprint with your logo, return address and tag line or other message.**
- Mailing services — Save effort by having us handle your guide mailings.**
**An additional cost is associated with these items.
Free added-value premiums
In addition, regardless of the options you choose, every 2008-2009 Tax Planning Guide order comes with the following:
- Supplements and e-mail alerts for major changes in tax law that occur after you receive your guide.
- Direct mail marketing kit — tax practice marketing guide, cover letters and a sample direct mail campaign for marketing your tax practice year round.
- PDF or HTML version for your Web site and e-mails with every order of printed guides.
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