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Subject Line: Stay on top of tax

Dear XXX,

This tax season, we’ll work to ensure tax changes introduced in the latest budget won’t affect your return. There are also some tax-savings strategies that may save you some money.

I’d like to set up a meeting to discuss some options with you.

Before we meet, I’d like you to take a look at a few articles that lay the groundwork for our conversation:

Budget brings targeted tax changes

Budget 2014 clamps down on trusts

8 things to consider when tax-loss harvesting

Dispute an unfavourable tax assessment

11 strategies to save tax

Don’t waste a tax credit

Together, we’ll handle this year’s taxes with aplomb. Let’s talk about what we can do now to ensure a great outcome.



Originally published on Advisor.ca

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