The Financial Strategies newsletter is designed specifically to cultivate the good will of allied professionals. It features technical updates on recent tax-law developments, as well as in-depth discussions of gift-planning techniques.

In addition to the newsletter, we offer a reply card and a follow-up brochure that explore each topic in greater detail.

How can Financial Strategies be personalized?
You can add your logo and contact information to the front and back and, for an additional charge, have the newsletters print in your customary colors and/or substitute a title you prefer.

When is Financial Strategies published?
Three times a year: January, May, and October. (Please note: This schedule is subject to change due to timing of new legislation, etc.)

What other services are provided with Financial Strategies?
We provide suggested language for a cover letter that succinctly summarizes the technical updates in the newsletter. You can personalize it for your needs.