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Tax Planning
Newkirk offers printed and electronic tax planning materials that
will educate your customers and prospects and promote your services.
Booklets
Newsletters
Booklets
What
Health Care Reform Means For Your Business
Newkirk's Health Care Reform booklet
will help you explain the new law's
impact to your business clients.
Newkirk's
experienced team of CPAs, CFPs, and
attorneys will provide insight into
important new provisions, including:
- Premium subsidies and who they
impact
- Employer penalties for failing
to provide coverage
- Medicare taxes on investment income
for high-income taxpayers
- Penalties on individuals for failing
to secure coverage
- Excise tax on high-cost plans
Click
here to view
a sample booklet.
Click
here to view a sample of the Internet/HTML
version.
View
and Print Order Form
2009
Tax Law Stimulus Booklet
Provide
your clients and prospects a summary
of the new tax bill — 2009
Tax Law Stimulus: American Recovery & Reinvestment
Tax Act of 2009.
Booklet
provides insight into the new provisions,
including:
- Employer Hiring Incentives
- New “Making Work Pay” Credit
for Working Families
- Improved First-time Homebuyer
Credit
- New “American Opportunity” Education
Tax Credit
- Extension of Alternative Minimum
Tax Relief
- New Tax Break for Purchasing
a New Car
- Extended Bonus Depreciation for
Businesses
- Extended Section 179 Expensing
of Capital Purchases
- New Net Operating Loss Carryback
View and Print Order Form
Year-End Tax Planning

Year-End Tax Planning booklets
from Newkirk can help businesses and
individuals trim their tax bills with
timely action before the end of the
year. Booklets are broken into several
easy-to-understand steps that include
tax planning tips and strategies for
individuals, businesses, and investors.
Review FINRA Letter
View
and Print Order Form
Newsletters
Tax
Report Newsletter
Motivate and educate your clients and prospects by sending them
the Tax Report newsletter year-round. Features tax planning
opportunities for businesses and individuals; an easy-to-understand
summary of IRS rulings, federal court cases, Treasury department
regulations that affect your clients; and much more!
View
and Print Order Form
Information
on IRS Regulation 7216
Frequently Asked Questions
Consent to Use Form
Consent
to Disclose Form
Click
here to request information regarding Newkirk's Tax Planning
Communications. Or, contact Newkirk by phone at 800-525-4237.