The AICPA has posted a sample client letter that accountants and tax practitioners can download, personalize and use to inform their clients about how the legislation extending the Bush-era tax cuts ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

(March 2003) Send out this customizable template letter to let your clients know that you are thinking of them during this period of global crisis and are at their beck and call if they have any ...

If you find yourself writing the same letter more than once, you can spare yourself the repetitive work by creating templates, says Richard Heft, president of Ext. Marketing in Toronto. Writing out ...