Planning Strategies Edition

Detailed examples of how to implement tax planning strategies to add value to client engagements. Reducing tax liability increases customer loyalty and referrals!

Includes planning strategies for both individuals and small business.

Start Ship Date: 12/15/2017
Price: $59
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Planning Strategies Tab Contents

Tab Tab Title
Tab 1
Tab 2
Saving for College
Tab 3
Charitable Contributions
Tab 4
Marriage and Divorce
Tab 5
Home Ownership and Real Estate
Tab 6
Job Related
Tab 7
Family Businesses
Tab 8
Small Business
Tab 9
Business Entities
Tab 10
Employee Benefits
Tab 11
Saving for Retirement
Tab 12
Estates and Trusts
Tab 13

Voted the #1 Tax & Accounting Research Solution

TheTaxBook was voted the #1 Tax & Accounting Research Solution in the 2017 CPA Practice Advisors Readers’ Choice Awards. This year represents the fifth year in a row that TheTaxBook has earned this honor. Thank you to our wonderful customers who took the time to vote! To view the announcement of the 2017 Readers Choice Awards in the CPA Practice Advisors Magazine, please click here.

Preferred Over 10-to-1 to our Competition

TheTaxBook is preferred over 10-to-1 to Quickfinder, the CCH Master Tax Guide, and J.K. Lasser. Please click here for more information.

No-risk Satisfaction Guarantee

We guarantee TheTaxBook Series will save you time during tax season. In fact, use your book the entire tax season. If it does not meet your expectations, send it back for a full refund by April 15, no questions asked. It's risk-free!

98% Satisfaction Rating

Tax Materials, Inc. has achieved the highest published satisfaction rating in the industry.

Tax Industry News

Find year round coverage of new legislation and industry news affecting the tax preparation industry. Articles are posted on our website. Update emails are sent 1-2 times per month to keep our customers informed on industry news. (Current Password Required)

Free Online Credit Hours

Purchase any title from TheTaxBook Series or a WebLibrary User and receive free Online Credit Hours ($17 value) for each product purchased. Note: Online Credit Hours never expire.

Product Free Online Credit Hours
"Jacob Special" 1st User 6 hours per 1st user
"Jacob Special" Add User 2 hours per additonal user
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Additional WebLibrary Plus User 1 hour per additional user
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Example: If you order 1 Jacob Special 1st User and 1 Jacob Special Add User, you will receive 8 Free Online Credit Hours!

Example: If you order 1 WebLibrary Plus 1st User, 3 WebLibrary Plus Additional Users, and 4 Deluxe Plus Editions, you will receive 12 Free Online Credit Hours!

Tools for Tax Pros

Electronic documents tax professionals use to provide disclosures, recordkeeping, substantiation, and more. (Current Password Required)

Message Board

Do you have questions about a client's tax return? Use our Message Board to ask a fellow tax preparer. The Message Board is exclusive to our customers and not available to the general public. (Current Password Required)

TheTaxBook Updates

Find a listing of pages in TheTaxBook affected by new tax law. We provide a PDF of updated pages for easy printing. (Current Password Required)

Tabbed Index

Book includes a separately tabbed index with extensive page references. More page references means less time searching for your answer.

Table of Contents

Each tab section includes a detailed Table of Contents on the first page. Go right to a tab to find your answer!

Sturdy Binder and Tough Cover

You will reference this book often and it will get abused. Don’t worry, the book is designed to withstand hard use.

All Editions are 3-Hole Punched

In addition to our traditional red binding, all editions of TheTaxBook are 3-hole punched. You have the choice...keep it as is, or remove the red binding and place the entire book into a 3-ring binder.

"Easy to find answers quickly. I am very satisfied with your book and have recommended it to others. I will continue to purchase it in the future. Thanks!"
Edward A. Jones, Jr.
Gulfport, MS

"Great job. Keep up the good work. Very easy to use and usually has the answer."
Charles Bauer JR
Harvey, ND

"I like your simple straight forward statements. Your publication anticipates a lot of questions many people have, and the response is right on target."
Ronald Petrics
Toms River, NJ

"The contents in this book are highly beneficial for the novice tax-preparer and to the most experienced. This is a wonderful tool to use. The book pinpoints all of the details that a person who prepares Federal Returns can use. Thank you."
Diane Nicoll
Clarksville, TN

"Clear and concise."
Jim C. Griggs, EA
Garland, TX