The 2026 Tax Reference Guide Is Now Available to Order

The 2026 Tax Reference Guide is now available and is an excellent resource to support your client and prospect conversations.

This two-page flyer is designed to serve as a quick, easy-to-use handout that highlights key tax information your prospects care about most—making it a practical addition to meetings, events, and follow-up conversations.

What the Guide Includes:

• Income Tax Rates
• Long-Term Capital Gains & Qualified Dividends Tax Rates
• Tax Deductions & Credits
• Retirement Plan Contribution Limits
• And more essential tax information

Whether you are meeting with new prospects or reinforcing your value with existing clients, the 2026 Tax Reference Guide helps simplify complex tax concepts and keeps key figures at your fingertips.

Order your copies today and be prepared for impactful, informed conversations in the year ahead.

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