To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

It’s another feature of AdvisorToClient that’s designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.

To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.

Subject Line: Tax planning tips

Dear XXX,

Working together and with your accountant, we’ve made sure that your investments are protected from tax and that you’re getting the maximum savings

But there are some tax strategies you may not have realized you could use.  There’s also some tax situations, like getting an unfavourable tax assessment, that we always work hard to avoid but sometimes come up anyways. There’s ways to prepare for any tax situation. I’d like to set up a meeting to discuss them with you.

Before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Tips to take on the tax man

Capitalize on an investment loss

Dispute an unfavourable tax assessment

U.S. trust technique saves tax

If you have any questions before our meeting, please don’t hesitate to ask.



Originally published on Advisor.ca

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