Planning Strategies Edition

Add value to client engagements. Reducing tax liability increases customer loyalty and referrals!

Content Hightlights

Find strategies to reduce tax liability for both individuals and businesses.


Start Ship Date: 12/15/2016
Price: $59
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Planning Strategies Tab Contents

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

Voted the #1 Tax & Accounting Research Solution

TheTaxBook was voted the #1 Tax & Accounting Research Solution in the 2016 CPA Practice Advisors Readers’ Choice Awards. This year represents the fourth 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 2016 Readers Choice Awards in the CPA Practice Advisors Magazine, please click here.

Preferred 10-to-1 Over 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.

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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.
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Purchase any of the 11 titles from TheTaxBook Series, FastTaxFacts Master Set, or WebLibrary User, and receive free Online Credit Hours ($16 value) for each product purchased.

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TheTaxBook Updates

Find a listing of pages in TheTaxBook affected by new tax law. We provide a PDF of updated pages for easy printing.
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Tools for Tax Pros

Electronic documents tax professionals use to provide disclosures, recordkeeping, substantiation, and more.
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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.
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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

You asked for it and we answered! 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