Introducing the 2024 Essential Tax Information (ETI) Client Data Card (Blue Edition), an indispensable resource designed to keep your clients informed about the latest tax rates, deductions, and other crucial tax-related updates for the 2024 tax year. Printed on high-quality, branded 110lb heavy cardstock, this 8.5 x 11 double-sided card is perfect for professional use, whether for handing out during consultations or integrating into marketing campaigns.
Key Information Included:
- 2023–2024 Tax Rate Schedule: Updated rates for various filing statuses
- Premiums and Deductibles for 2024: Comprehensive breakdown of standard deductions, additional deductions for non-itemizers, and Medicare deductible amounts
- Long-Term Capital Gains and Qualified Dividends: Tax rates for different income levels
- IRA Contribution Limits and Income Limits: Includes Traditional and Roth IRA details
- Medicare Deductibles: Specific costs for inpatient services and hospital stays
- Gift and Estate Tax Exclusions: Updated limits for estate and gift tax exclusions
- Retirement Plan Contribution Limits: Detailed contribution limits for 401(k), defined-benefit, and other retirement plans
- Education Credits & Deductions: Maximum credit amounts and income thresholds for education-related tax breaks
- Tax Deadlines for 2024: Key filing deadlines to keep clients on track
This client-facing material consolidates essential tax information into a professional format, enhancing your role as a trusted advisor. Ideal for proactive tax planning, the ETI Client Data Card helps clients make informed decisions and optimize their tax strategies throughout the year.
Ken Grahms –
Ordered 200 for my tax consultancy business. Easy enough ordering process. What you receive looks exactly how it comes.
Kelsie Ball –
The paper and print quality are great. Perfect handout for my clients!
Will Coleman –
I run a small business, and this tax template helped me add a professional touch without hiring a designer. The headshot and logo integration is a nice touch. Happy with the end result!
Scott Barlow –
Quick and easy marketing tool for my investment firm!
Arron Cohen –
Gave this to every client and prospect during tax seasons. Easy branding for your business.
Liliana Ortiz –
Great for my business! Thank you!
Paul Jensen –
Got my order in the mail yesterday. Print quality is solid.
Greg Abbott –
Perfect for tax season branding! Thanks