The WSJ Tax Guide 2023 provides a comprehensive overview of tax saving opportunities. We learn how the upcoming estate and gift-tax increases will expose exponentially more wealthy Americans to the death tax (see p. 17). Let’s help them avoid that by educating your clients with these simple steps:
- Forward this free link to the WSJ Tax Guide to appropriate clients
- Follow-up and offer to discuss the relevance of P. 17 with them
- Post a link to the guide on social media; offer a free financial checkup
- Set reminders to repost the article on social media periodically
In addition, reach out to your clients with a net worth of $10M+. Leverage the authority of the Tax Guide to your advantage. Let’s set up a Zoom to make sure you have access to all the tools you need for an effective educational campaign.
