South Florida Chapter

PDI Offers AAA Members Discount on Tax Planning Guides

Published August 20, 2014
We are pleased to tell you about a 15% association member discount that Thomson Reuters is offering to CPA firms on its PDI Global 2014-2015 Tax Planning Guide products.

Available in print and electronic formats, these content marketing tools give users a proven way to build brand awareness and position your firm as a thought leader, so firm managers can nourish clients, generate leads and grow your firm's tax practice. Combine several formats to maximize reach, impact and ROI:

  • Online WebTaxGuide— Just post a link on your firm's website to this online HTML tax guide, which will automatically be updated whenever tax law changes affect it.
  • Email Flex-E-TaxGuide— Push out your firm's online guide with this customizable email template that links to WebTaxGuide (included).
  • Print Tax Planning Guide— Impress clients and prospects with this image-enhancing booklet, available with a choice of content for general or high-net-worth taxpayers.
  • PowerPoint® Tax Planning Seminar— Use this time-saving PowerPoint® presentation (with speaker notes) to give professional-looking seminars easily and cost-effectively.

All formats come with a free Tax Practice Marketing Guide that explains how to leverage your guide’s effectiveness and develop more tax business. Plus, if major tax legislation occurs after you purchase your guide, you’ll receive free electronic Tax Law Change Updates you can email or post to tell clients and other taxpayers about the changes.

Note that if ordered by August 29, you will receive as a free subscription (through Dec. 31, 2014) to the PDI Global online WebEstateGuide. This website-enhancing content — automatically updated when major tax law changes affect it — provides an overview of estate planning principles and strategies that encourages contact with your firm for more information or assistance.

If your firm has previously purchased a PDI Global tax planning guide product, please call your Account Coordinator at (800) 227-0498. If not, please call the BizActions|PDI Global sales team at (866) 240-8477 ext. 2 or email bizactions.pdiglobal@thomsonreuters.com to place your order or request pricing and more information about this tax practice marketing solution.

When placing the order, remember to mention that you are a AAA member to get the discount (this discount cannot be combined with any other offer).