E-News November 2004

	Why this is so important

• Two Tax Acts were passed in 2004; The American Jobs Creation Act and the Working Families Tax Relief Act.
• The combination and overlap of JGTRRA, EGTRRA, JCWAA and now, these two new acts, create a myriad of rate changes and expiration dates between now and 2010. Almost every aspect of financial planning is now more complex.
• All of your clients, prospect and suspects want to know how the new laws and rates will affect them. They may not have called your office - but rest assured, they do have questions.
• When your clients, and even your prospects, have questions about the changes in their own particular situation who will they call?
• You could research, write and fact check an article like this yourself - but wouldn't your time be more effectively spent face-to-face with your contacts?

The article is eight pages and briefly touches all of the following areas that are of concern to individuals, families and business owners:

• Accelerated Tax Benefits
• Marriage Penalty Relief
• AMT Relief
• Dividend Tax Relief
• Capital Gains Relief
• Retirement Plan Limits
• Increase in Business Expensing
• Bonus Depreciation
• How to Take Action Now

The text may illuminate issues of concern or changes that have gone unnoticed by your clients.

	To order the 2004 Year-End Tax Planning Memo

Complete and fax back the order form and your order will be processed and delivered within 24 hours.

You may also use this version of the order form. You'll find this faster and easier to print out directly from the Macromeida FlashPaper. Just click on the printer button and you'll avoid opening Adobe Reader.

	What you get

• We will send you by return e-mail three Microsoft Word documents: the 2004 Year-End Planning Memo, authored by Ed Morrow, a cover letter that you may use to accompany the memo and step-by-step directions.
• You may review, edit and personalize these documents as you wish, then print them for delivery to your most important contacts.
• Take advantage of this offer quickly to be perceived as timely and sharp.

	Text Library System Users

The Year-End Tax Planning Memo and the cover letter are included in the latest update. Download this update now and employ this additional document to communicate with your clients, prospects, centers of influence and media - virtually every one of your contacts is worthy of this correspondence.

Instructions for Downloading and Installing the Update:

1. Ensure all other users have closed Text Library System.
2. Open Text Library System and go to the Help menu and select Download Current Update.
3. The File Download window will appear. Select the Save option. Note: If you have high-speed Internet access, you may select Open and continue with step 6.
4. Select Desktop from the Save in drop-down list and click Save. Once the file is downloaded click Close.
5. Go to your Desktop and double-click the TLSUpdate.exe icon.
6. Once the TLS Update window appears, click Update.

After you've updated, click here for implementation tips and suggestions to maximize the benefit of Practice Builder

	Coming soon

An exciting new look is coming to Ed Morrow's Text Library System! Current TLS users will still have all the benefits of the full featured Client Relationship Management System supported by the faithful, long-standing support team at Financial Planning Consultants. But with a whole new image and a new name.

Watch for Practice Builder Financial coming soon - and Builder Suite products soon to add to your productivity and profitability.

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