Year-end tax planning email campaign

Business owners care about equipment purchases, bonuses and retirement plans; employees about withholding and retirement contributions; retirees about distributions and charitable giving. One email per segment beats one email for everyone.

Link each topic to the change it relates to. For 2025 and 2026, the IRS overview of the One Big Beautiful Bill provisions lists the new deductions and business changes; our tax return changes pages break each one down with its IRS source.

Planning emails tempt firms to promise savings. Circular 230 §10.30 bars misleading statements, so describe what a client might review, not what they will save, and keep a copy of each send for 36 months.

For clients on HelloBooks, run a year-to-date profit and loss and the fixed-asset purchases before the meeting. The email can then say what you already see, which is a stronger reason to book than a generic invite.