ELECTRONIC NEWSLETTERS

Tax E-News:
Bottom Line Tax Solutions for Financial Advisors

For more than twenty years, Vern Jacobs has been helping financial advisors to help their clients find legal ways to save taxes and solve various tax problems. Tax E-News, a monthly e-mail newsletter, provides a summary of the most significant tax news for financial advisors, written in plain English, with a focus on the bottom line. That means, Is it really worth the trouble? and What are the alternatives?

Vernon is a CPA with seven years experience as the V.P./Controller for a mid-size life and health insurance company. He's a CLU and an FLMI and has been a registered rep. For four years, he was the tax partner for a small financial planning firm. He's been the software columnist for Warren, Gorham & Lamont's Personal Financial Planning journal for more than six years. You may not always agree with his views, but he will constantly challenge you to be sure your strategies are really right for your clients!

You can get the news from a lot of other sources, but this is the only place where you can get the insight and experience that has made Vern Jacobs one of the most popular tax writers in the last twenty years. The price is just $24.95 (FSO Members, $22.50) for a minimum of twelve reports in the next 12 months, plus periodic HotNews memos when there is a critical need to bring some news item to the attention of your clients.