TaxCoach Briefs:    Archives

TaxCoach Briefs is a weekly e-newsletter presented by TaxCoach Software, LLC. You can receive it for free, even if you are not a subscriber to the TaxCoach™ planning and business development system. Just sign up for the TaxCoach™ Virtual Tour from the main site www.taxcoachsoftware.com, or contact us at 513-321-2820 or support@taxcoachsoftware.com.

July 29, 2010 — Volume 5, Number 29
* Marketing Minute: Marketing Lessons on I-75 North
* Member Event: Member Appreciation Update
* Certified Tax Coach Member Event: Lunch-n-Learn
* Member Success Story: Live Presentation and Interaction
* Member Resource: Inviting Guest Panelists

July 22, 2010 — Volume 5, Number 28
* Marketing Minute: Marketing Lessons From George Steinbrenner
* Member Event: Member Appreciation Update
* Certified Tax Coach™ Member Event: Lunch-n-Learn
* Member Success Story: Keep Drinking the Kool-Aid
* Member Resource: Tax-Planning Tools

July 15, 2010 — Volume 5, Number 27
* Marketing Minute: News You Can Use
* Member Event: Member Appreciation Update
* CTC Member Event: Recruiting, Managing, and Retaining Talent
* Member Success Story: Sold First Tax Plan
* Member Resource: Member Call-In

July 8, 2010 — Volume 5, Number 26
* Marketing Minute: Beat Me Like A Rented Mule, Part 3-D
* Member Event: Member Appreciation Update
* Member Resource: New Poll, July 21

July 1, 2010 — Volume 5, Number 25
* Marketing Minute: Beat Me Like A Rented Mule, Part Two
* Member Event: Member Appreciation Registration
* Member Success Story: An Amazing Year
* Member Resource: Member Poll, July 7

June 24, 2010 — Volume 5, Number 24
* Marketing Minute: The "S" Word We Don't Say
* Member Event: Member Appreciation Registration
* Member Resource: Member Poll, July 7
* News of the Weird: Speaking of Surreptitious...

June 17, 2010 — Volume 5, Number 23
* Marketing Minute: Random Thoughts on Confidence
* Member Event: Member Appreciation Registration
* Member Call-In: Join Us, June 23

June 10, 2010 — Volume 5, Number 22
* Marketing Minute: Marketing Blunders From GoDaddy.com
* Member Success Story: Make It Work
* Member Call-In: Next Call, June 16

June 3, 2010 — Volume 5, Number 21
* Marketing Minute: Marketing Lessons from the Titanic
* Member Success Story: Killer Idea
* Member Call-In: Next Call, June 16

May 27, 2010 — Volume 5, Number 20
* Marketing Minute: Beat Me Like a Rented Mule
* Member Events: Save the Date!
* Member Success Story: Wednesday Phone Call
* Member Call-In: Record Attendance

May 20, 2010 — Volume 5, Number 19
* Marketing Minute: Obamalyze Me!
* Member Event: It's Our Birthday!
* Member Success Story: No More Giveaways
* Member Call-In: Record Attendance

May 13, 2010 — Volume 5, Number 18
* Marketing Minute: SuperTable Recap
* Member Success Story: Taking Client From Long-Time CPA
* Member Call-In: Back on Schedule

May 6, 2010
No issue — TaxCoach 2010 SuperTable in New Orleans

April 29, 2010 — Volume 5, Number 17
* Marketing Minute: Pricing Lessons, Revisited
* Briefs Reprise: Pricing Don'ts from Walmart
* Briefs Reprise: Lessons From a $90 Bottle of Wine
* Member Call-In: Almost Done with the Skewed Schedule

April 22, 2010 — Volume 5, Number 16
* Marketing Minute: Season's Over. Now What?
* Member Call-In: When The __ Is The Next One?

April 15, 2010 — Volume 5, Number 15
* Partner Q & A: Where's Ed?
* Member Call-In: Thinner Schedule

April 8, 2010 — Volume 5, Number 14
* New Resource: Small Business Health Care Tax Credit
* Member Q & A: How is SuperTable Different?
* Member Call-In: Postcards and "Lumpy Mail"

April 1, 2010 — Volume 5, Number 13
* New Resource: Healthcare Reform Mini-Seminar
* Member Event: SuperTable Drawing Near
* New Feature: Complete "Methods" List

March 25, 2010 — Volume 5, Number 12
* Client Alert: Health Care Reform
* Member Event: SuperTable Drawing Near
* New Feature: Methods Page
* Member Success Story: Words That Sell
* Member Call-In: Seminar Marketing and Pricing Strategies

March 18, 2010 — Volume 5, Number 11
* Marketing Minute: Good Dates, Bad Dates
* New Feature: Finally Firefox!
* Member Success Story: "Elite Proactive" Tax Advisors
* Member Call-In: Real Estate in Retirement Accounts

March 11, 2010 — Volume 5, Number 10
* Marketing Minute: Lessons From Margaret's Teachers
* New Content: Selling Your Home at a Loss
* Member Success Story: Practice Makes Perfect
* Member Call-In: Introduce Tax Planning

March 4, 2010 — Volume 5, Number 9
* Marketing Minute: Five Steps to Your Dream Practice
* Member Event: Why SuperTable?
* Member Testimonial of the Week: 3 Clients From 1 Meeting
* Member Call-In: More Clients, Less Taxes

February 25, 2010 — Volume 5, Number 8
* Marketing Minute: Marketing Lessons From Teenage Moms
* Member Testimonial of the Week: Fire Your "D" Clients
* Member Event: SuperTable Registration Filling Fast
* Member Call-In: How Many Mistakes?

February 18, 2010 — Volume 5, Number 7
* Marketing Minute: Tax Strategies for Bank Robbers
* New Tool: Tax Summary Cover Letter
* Member Event: SuperTable Registration Open
* Member Call-In: More Strategies for Bank Robbers

February 11, 2010 — Volume 5, Number 6
* Marketing Minute: How Much Is That Camel in the Window?
* Testimonial of the Week: Reinvent My Practice
* Member Call-In: You Ask. We Tell.

February 4, 2010 — Volume 5, Number 5
* Member Event: 2010 SuperTable Sneak Preview
* Member Resource: Member Call-in Registration
* Testimonial of the Week: Words of Praise
* Member Call-In: Focus Clients on the Value

January 28, 2010 — Volume 5, Number 4
* Client Alert: Haitian Relief
* New Resource: "CHIC" Mini-Presentation
* Testimonial of the Week: Most Valuable Seminar Ever
* Did You Know: What's New
* Member Call-in: Billboards, Foam-Rubber Suits

January 21, 2010 — Volume 5, Number 3
* Spotlight on Strategy: S Corporation Update
* Client Alert: Haitian Relief
* Testimonial of the Week: $11,000 in Planning Fees
* Did You Know: Customizable Summary Report
* Member Call-in: Led a Horse to Water . . .

January 14, 2010 — Volume 5, Number 2
* Marketing Minute: Your #1 Job This "Season"
* Member Testimonial of the Week: Closing Clients, Higher Fees
* Did You Know: Tax Outlook Letter
* Member Resource: Member Call-in With Ed and Keith

January 7, 2010 — Volume 5, Number 1
* Marketing Minute: Words of Wisdom
* Member Testimonial of the Week: Tax Planning Engagements
* Resource Updates: 2010 Updates
* Did You Know: Tax Planning Engagement Implementation Guide
* Member Resource: Member Call-in With Ed and Keith

December 29, 2009 — Volume 4, Number 52 — Combined Holiday Edition
* Marketing Minute: Your New Years Resolution
* New Resource: Tax Season Prospecting Letter
* Testimonial of the Week: Income Shifting
* Resource Updates: 2010 Updates
* Member Resource: Member Call-in With Ed (but not Keith)

December 17, 2009 — Volume 4, Number 51
* Marketing Minute: Fat Man. Red Suit. (Reprise)
* Did You Know: Seminar Kits
* Member Q & A: Certified Tax Coach™
* Member Resource: Member Call-In With Ed & Keith

December 10, 2009 — Volume 4, Number 50
* Client Alert: Expiring Tax Breaks
* Member Resource: Cut Your Clients' Healthcare Costs
* Testimonial Of the Week: Business Owner Powerpoint Presentation
* Member Resource: Member Call-In With Ed & Keith

December 3, 2009 — Volume 4, Number 49
* Marketing Minute: My @#*&%$ Root Canal
* Testimonial of the Week
* Member Resource: Member Call-In With Dominique
* Did You Know: Interviewer's Guide

November 26, 2009
No issue — Thanksgiving week

November 19, 2009 — Volume 4, Number 48
* Marketing Minute: Seven Secrets to Charging Premium Fees
* Testimonial of the Week
* Did You Know: Page Number References
* Member Resource: Member Call-In With Ed & Keith

November 12, 2009 — Volume 4, Number 47
* Marketing Minute: Seven Secrets to Charging Premium Fees
* Marketing Minute: Girls Gone Wild!
* Client Alert: First-Time Homebuyer Credit Extended
* Member Resource: Member Call-In With Ed & Keith

November 5, 2009 — Volume 4, Number 46
* Marketing Minute: Cinderella Revisited
* Member Resource: Member Call-In With Ed & Keith
* Did You Know: Tailorable Title
* CTC Resources: CTC Logos in Toolkit, Other NewsOctober 29, 2009 — Volume 4, Number 45
* Marketing Minute: Location, Location, Location
* Member Resource: Member Call-In With Ed & Keith
* Major Discount: CTC Dues Included with Press Club!
* Did You Know: Firm Logo and Photo
* Member Q & A: FICA for Kids

October 22, 2009 — Volume 4, Number 44
* Client Alert: Lessons From Southwest Airlines
* Updated Content: Outlook Letter
* Member Resource: Member Call-In With Ed & Keith
* Did You Know: Shiny Things
* New Resource: Certified Tax Coach™ ToolkitOctober 15, 2009 — Volume 4, Number 43
* Client Alert: Roth IRA Conversion
* Member Resource: Member Call-In With Ed and Keith
* Did You Know: Audio Guides
* Member Q & A: Reminding Clients of Your Value

October 8, 2009 — Volume 4, Number 42
* Marketing Minute: Tutela Quis Mea Culpa
* Member Resource: Member Call-In With Ed, Keith, and Dominique
* Did You Know: Client Bulk Import
* Member Q & A: Why Didn't You Tell Me This Before?

October 1, 2009 — Volume 4, Number 41
* Marketing Minute: Tutela Quis Dignitas
* Member Resource: Closely-Held Insurance Company
* Member Resource: Member Call-In With Ed and Keith
* Did You Know?: Implementation Guides

September 24, 2009 — Volume 4, Number 40
* Marketing Minute: Prospecting Through Financial Advisors
* Member Resource: Member Call-In With Ed and Keith
* Did You Know?: Marketing Guide
* Member Resource: TaxCoach Updates for CTC

September 17, 2009 — Volume 4, Number 39
* Spotlight on Strategy: "Back to School" Prospecting
* Member Resource: Member Call-In With Ed and Keith
* Did You Know?: Tailorable Privacy Statement
* Member Q & A: "Burst Mode" Questions on Certified Tax Coach™

September 10, 2009 — Volume 4, Number 38
* Spotlight on Strategy: Closely-Held Insurance Companies
* Member Event: Fall Roundtables Last Call
* Member Resource: Member Call-In With Ed and Keith
* Did You Know?: Customizeable Summary Report

September 3, 2009 — Volume 4, Number 37
* Marketing Minute: More Marketing From Daniel Boone
* Member Event: Fall Roundtables
* Member Resource: Member Call-In With Ed and Keith
* Member Q & A: Certified Tax Coach Academy Curriculum

August 27, 2009 — Volume 4, Number 36
* Marketing Minute: A Marketing System From Daniel Boone
* Member Event: Fall Roundtables
* Member Resource: Member Call-In With Ed and Keith
* Member Q & A: MERP Resources in TaxCoach

August 20, 2009 — Volume 4, Number 35
* Marketing Minute: Find Financial Services Clients Fast
* Member Event: Fall Roundtables
* Member Resource: Member Call-In With Ed and Keith

August 13, 2009 — Volume 4, Number 34
* Marketing Minute: Suspicious Clients
* New Resource: "Higher Taxes" Prospecting Letter
* New Resource: Introducing TaxCoach "Press Club"
* Member Resource: Member Call-In With Ed and Keith

August 6, 2009 — Volume 4, Number 33
* Marketing Minute: Historic Opportunity?
* New Resource: Ed's Birthday and TaxCoach "Press Club"
* New Resource: Member Call-In With Ed and Keith

July 30, 2009 — Volume 4, Number 32
* Marketing Minute: Marketing Lessons From Henny Youngman
* It's A Party: Ed's Birthday and "Press Club" Rollout
* New Resource: Member Call-In With Ed and Keith

July 23, 2009
No issue — Ed & Keith both on vacation

July 16, 2009 — Volume 4, Number 31
* Category Title: Goal Setting Exercise, Part Deux
* New Resource: MERP Third-Party Administrator
* New Resource: Member Call-In With Ed and Keith
* Member Q & A: TaxCoach Content Online

July 9, 2009 — Volume 4, Number 30
* Marketing Minute: Goal Setting Exercise
* Member Success Story: Office Grand Opening
* New Resource: Member Call-In With Ed and Keith

July 2, 2009 — Volume 4, Number 29
* Marketing Minute: Death of a Salesman
* New Resource: Member Call-In With Ed Lyon

June 25, 2009 — Volume 4, Number 28
* Marketing Minute: My Doctor's New Prescription
* Member Opportunity: Great Response for "Certified Tax Coach™"
* New Resource: TaxCoach Call-In Days

June 18, 2009 — Volume 4, Number 27
* Marketing Minute: A Lesson From Tiger Woods
* Member Resource: LifePro Financial
* Member Opportunity: Introducing "Certified Tax Coach™"
* New Resource: TaxCoach Call-In Days

June 11, 2009 — Volume 4, Number 26
* Marketing Minute: We're Boring
* New Resource: Problem-Client Termination Letter
* Member Opportunity: TaxCoach MVP

June 4, 2009 — Volume 4, Number 25
* Marketing Minute: Lessons From The Op-Ed Page
* Member Opportunity: TaxCoach "MVP"
* Member Q & A: Seminars for Bank Audiences

May 28, 2009 — Volume 4, Number 24
* Marketing Minute: Keepin' It Real
* New Resource: Section 105 Mini-Seminar
* Member Opportunity: TaxCoach "MVP"
* Member Q & A: Section 105 Questions

May 21, 2009 — Volume 4, Number 23
* Marketing Minute: You are NOT Your Client
* TaxCoach Recommends: EntryTracker Software
* Member Event: Down to the Wire for Early-Season Roundtables

May 14, 2009 — Volume 4, Number 22
* New Resource: S Corporation Mini-Seminar
* Member Event: Last Chance for Early-Season Roundtables
* Member Event: Take Me Out to the Ball Game

May 7, 2009 — Volume 4, Number 21
* Marketing Minute: They Got it Right!
* Member Event: 2009 Roundtables: Jump-Start Your Membership
* Member Event: Take Me Out to the Ball Game

April 30, 2009 — Volume 4, Number 20
* Marketing Minute: 2009 TAMMY Awards: Round Drei
* Marketing Moment: Stimulus That Works
* Member Event: 2009 Roundtables: Advanced Reviews
* Member Event: Take Me Out to the Ball Game

April 23, 2009 — Volume 4, Number 19
* Marketing Minute: 2009 TAMMY Awards: Round Dos
* Member Event: 2009 Roundtables: Marketing Clinic
* Member Event: Take Me Out to the Ball Game

April 16, 2009 — Volume 4, Number 18
* Marketing Minute: 2009 TAMMY Awards: Round One
* Member Event: 2009 Roundtables: Marketing Clinic

April 9, 2009 — Volume 4, Number 17
* Marketing Minute: Masterminding Turns Lemons Into Lemonade
* Member Event: 2009 Roundtables: Focus on Masterminding

April 2, 2009 — Volume 4, Number 16
* Marketing Minute: Bernie Madoff (Part Deux)
* Marketing Minute: Marketing Ideas Inspired by Rick Wagoner
* Member Event: 2009 Roundtables: Focus on Fees
* Member Q & A: Engagement Letter

March 26, 2009 — Volume 4, Number 15
* Marketing Minute: Bernie Madoff's Real Crime
* Spotlight on Strategy: Tax Strategies for Ponzi Losses
* Member Event: 2009 Roundtable Agenda
* Member Event: Last call for 2009 TAMMYs!

March 19, 2009 — Volume 4, Number 14
* Member Event: 2009 Roundtable Rollout
* Did You Know?: Tailorable Title
* Member Contest: Jetting for CEOs

March 12, 2009 — Volume 4, Number 13
* Marketing Minute: Raising Fees in a Recession
* TaxCoach Recommends: EntryTracker Software
* Member Event: 2009 TAMMY Awards

March 5, 2009 — Volume 4, Number 12
* Marketing Minute: Marketing Lessons From the Mall
* New Feature: Obama Tax Update Seminar Kit
* TaxCoach Recommends: EntryTracker Software
* Member Event: 2009 TAMMY Awards

February 26, 2009 — Volume 4, Number 11
* Marketing Minute: More Political News You Can Use
* TaxCoach Recommends: EntryTracker Software
* Updated Content: Economic Stimulus Act
* Member Event: 2009 TAMMY Awards

February 19, 2009 — Volume 4, Number 10
* Marketing Minute: News You Can Use
* TaxCoach Recommends: EntryTracker
* TaxCoach Recommends: CPAPlus Network
* Member Event: 2009 TAMMY Awards
* Subscriber Q & A: Business Card Ad

February 17, 2009 — Volume 4, Number 9 — Extra!
* Client Alert: Economic Stimulus Act

February 12, 2009 — Volume 4, Number 8
* Marketing Minute: Smart Clients Are Smart Business
* Member Event: 2009 TAMMY Awards
* Subscriber Q & A: Clients Asking for Lower Fees

February 5, 2009 — Volume 4, Number 7
* Marketing Minute: Lessons From South of the Border
* Member Event: 2009 TAMMY Awards
* Subscriber Q & A: "I already Have an Accountant."

January 29, 2009 — Volume 4, Number 6
* Marketing Minute: Walmart Sees The Light
* Marketing Minute: Section 7216 Part Deux: Strategy
* Subscriber Q & A: Trade Show Strategy

January 22, 2009 — Volume 4, Number 5
* Marketing Minute: "Tax Preparation Information" Rules
* New Features: Webinar Playbacks, and a Parking Spot

January 15, 2009 — Volume 4, Number 4
* Marketing Minute: Rod Blagojevich's Real Crime
* TaxCoach for All Seasons: Tee Up Off-Season Planning
* Updated Tool: Audio Guides
* Updated Tool: What's New?

January 13, 2009 — Volume 4, Number 3 — Extra!
* TaxCoach Presents: Cost Segregation Webinar

January 8, 2009 — Volume 4, Number 2
* Marketing Minute: Do These Make My Butt Look Big?
* News You Can Use: TaxCoach Index Beats Market in 2008
* TaxCoach Presents: January Teleseminars

January 6, 2009 — Volume 4, Number 1 — Extra!
* Updated Content: 2009 System Updates
* TaxCoach Presents: Identity Theft Webinar

December 29, 2008 — Volume 3, Number 50 — Combined Holiday Edition
* Member Success: I Dare You to Target This Market!
* TaxCoach Presents: January Teleseminars
* TaxCoach Holidays: Holiday Schedule
* Member Q & A: High-Income Seminar Kit?

December 18, 2008 — Volume 3, Number 49
* Marketing Minute: Your Best Investment Now
* Spotlight on Strategy: 'Tis Better to Give Than Receive
* New Tool: Member Welcome Kit
* TaxCoach Holidays: Holiday Schedule

December 11, 2008 — Volume 3, Number 48
* Marketing Minute: Referrals on Steroids
* Member Q & A: How to Raise Fees

December 4, 2008 — Volume 3, Number 47
* Spotlight on Strategy: Market Losses Create Tax Opportunities
* Client Alert: Zero Percent Capital Gains Rate
* Member Q & A: Printing Single Modules

November 27, 2008
No issue — Thanksgiving week

November 20, 2008 — Volume 3, Number 46
* Marketing Minute: Lessons From the Pittsburgh Steelers
* Updated Content: AMT, Energy Efficiency
* New Tool: Welcome Kit
* Member Q & A: Pre-Season Marketing Tools

November 13, 2008 — Volume 3, Number 45
* Marketing Minute: Lessons From Obama's Victory
* Client Alert: Mutual Fund Buyer Beware
* Member Q & A: Presentations and Mailings

November 6, 2008 — Volume 3, Number 44½ — Extra!
* Marketing Minute: Post-Election Marketing, Part Deux
* Updated Tool: Outlook Letter, Epilogue

November 5, 2008 — Volume 3, Number 44 — Early Edition
* Marketing Minute: Post-Election Marketing Tools
* Client Alert: Election Results
* Updated Content: Campaign Tax Proposal Summary
* New Tool: Obama Tax Seminar Kit
* Updated Tool: Outlook Letter

October 30, 2008 — Volume 3, Number 43
* Marketing Minute: The Power of the Brand
* Member Event: Roundtable Wrapup
* New Tools: Coming Wednesday

October 23, 2008 — Volume 3, Number 42
* Marketing Minute: Lessons from Jack Palance
* Updated Content: Campaign 2008 Tax Proposals
* Member Event: PowerUser Roundtables - Last Chance!

October 16, 2008 — Volume 3, Number 41
* Marketing Minute: Your "Saddleback Sam"
* Member Event: PowerUser Roundtables
* Member Q & A: Advertising on Your Car

October 9, 2008 — Volume 3, Number 40
* Marketing Minute: Lessons from Sarah Palin
* Member Event: PowerUser Roundtables -- Reviews Are In!
* Did You Know?: Customize Your Summary Report

October 2, 2008 — Volume 3, Number 39
* Marketing Minute: Your Real Business
* Member Event: PowerUser Roundtables
* Did You Know?: Implementation Guides

September 25, 2008 — Volume 3, Number 38
* Marketing Minute: Lessons from Starbucks
* Member Event: PowerUser Roundtables
* Member Q & A: Strategies for Real Estate Investors

September 18, 2008 — Volume 3, Number 37
* Marketing Minute: The Formula for "SUCCESsful" Ideas
* New Tool: Client Data Bulk Loader
* Member Event: PowerUser Roundtables
* Member Q & A: TaxCoach's Recommendations vs. Yours

September 11, 2008 — Volume 3, Number 36
* Spotlight on Strategy: Eat, Drink, and Be Deductible
* Sneak Peek: Client Data Bulk Loader
* Member Event: PowerUser Roundtables
* Member Event: Took Me Out to the Ball Game

September 4, 2008 — Volume 3, Number 35
* Marketing Minute: Feedback About Unsold Colleague
* Sneak Peek: Help Your Clients Make Sense of Elections
* Member Event: "PowerUser" Roundtables
* We've Moved!

August 28, 2008 — Volume 3, Number 34
* Marketing Minute: Feedback from Unsold Colleague
* Member Event: "PowerUser" Roundtables
* Member Event: Take Me Out to the Ball Game
* We've Moved!

August 21, 2008 — Volume 3, Number 33
* Marketing Minute: Great Expectations
* Member Event: "PowerUser" Roundtables
* Member Event: Take Me Out to the Ball Game

August 7, 2008 — Volume 3, Number 32
* Marketing Minute: Lessons from Fine Dining
* New Tool: "Dog Days" Letter
* Member Q & A: TaxCoach Content in Marketing

July 31, 2008 — Volume 3, Number 31
* Marketing Minute: "Dog Day" Marketing
* Client Alert: Housing Act Tax Provisions
* Updated Content: Housing Act Tax Provisions

July 24, 2008 — Volume 3, Number 30
* Spotlight on Strategy: Home Office, Part Deux
* New Content: Tax Planning for College Financial Aid
* TaxCoach Recommends: Greater Results in 30 Days
* Member Event: Look Ma! Taxes Are Fun!
* Member Q & A: "Administrative and Management Activities"

July 17, 2008 — Volume 3, Number 29
* Spotlight on Strategy: The "Footie Pajama Commute"
* Member Event: Take Me Out to the Ball Game
* Member Q & A: Comparative Analysis

July 10, 2008 — Volume 3, Number 28
* Marketing Minute: "Selling" Without Selling
* New Tool: "Networking" PowerPoint
* Subscriber Q & A: Gift and estate tax; Oil and gas

July 3, 2008 — Volume 3, Number 27
* Marketing Minute: "I Want to Think it Over"
* Subscriber Q & A: TaxCoach in a Small Town
* Subscriber Q & A: TaxCoach in a Home Office

June 26, 2008 — Volume 3, Number 26
* Marketing Minute: "Spring Training" Highlights
* Of Interest: "Spring Training" Participant Highlights
* Updated Content: IRS Raises Mileage Rates
* Membership Opportunity: Beat the July 1 Price Increase
* Subscriber Q & A: Customize Plan Recommendations

June 19, 2008 — Volume 3, Number 25
* Spotlight on Strategy: Deductible Summer Vacation Fun
* Updated Content: Campaign 2008 Tax Proposals
* Membership Opportunity: Beat the July 1 Price Increase
* Subscriber Q & A: "What-if" Business Entity Comparison

June 12, 2008 — Volume 3, Number 24
* Marketing Minute: Thrilla in Manila?
* New Tool: Campaign 2008 Tax Proposal Comparison
* Client Alert: Campaign 2008 Tax Proposals
* TaxCoach "Spring Training": Boot Camp FINAL Update
* Membership Opportunity: Beat the July 1 Price Increase
* Subscriber Q & A: Hiring Kids vs. Labor Laws

June 5, 2008 — Volume 3, Number 23
* Spotlight on Strategy: Summer Job Solution
* TaxCoach "Spring Training": Boot Camp Update
* "MVP" Membership Incentive: Beat the July 1 Price Increase
* Subscriber Q & A: Switching from Mileage Method

May 29, 2008 — Volume 3, Number 22
* Marketing Minute: Comic Book Super Hero
* New Teammate: Welcome Catherine Chiara
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: Bio Sketch Special Symbols

May 22, 2008 — Volume 3, Number 21
* Spotlight on Strategy: Help Your Clients With Gas Prices
* Client Alert: Help Your Clients With Gas Prices
* Updated Content: More Help for Gas Prices
* New Tool: Accountable Expense Reimbursement Plan
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: TaxCoach for Retirees

May 15, 2008 — Volume 3, Number 20
* Marketing Minute: Lessons from Stephen Hawking
* TaxCoach Recommends: "Guru" Playback Available
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: Printing Just One Strategy

May 8, 2008 — Volume 3, Number 19
* Spotlight on Strategy: There's Something About MERP
* TaxCoach Recommends: 7 Dirty Secrets
* Subscriber Event: Not Him, But Everybody Else
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: Where is the Outlook Letter?

May 1, 2008 — Volume 3, Number 18
* Marketing Minute: Smart Advice from Sean Connery
* Updated Content: Tax Outlook Letter
* Subscriber Event: Take Me Out to the Ball Game
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: TaxCoach Training Tools

April 24, 2008 — Volume 3, Number 17
* Marketing Minute: Sweat the Details
* Worth Visiting: Clinton and Obama Online
* Subscriber Event: Take Me Out to the Ball Game
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: Entering Plan Data

April 17, 2008 — Volume 3, Number 16
* New Subscriber Benefit: TaxCoach Lineup
* Marketing Minute: Tax Season is Over. Now What?
* Subscriber Event: Take Me Out to the Ball Game
* TaxCoach "Spring Training": Boot Camp Update
* Subscriber Q & A: Report Cover Sheet

April 10, 2008 — Volume 3, Number 15
* Marketing Minute: Nashville Cats
* Briefs Update: Why Clients Need You, Part Deux
* TaxCoach "Spring Training": Bring Your Associates!
* Subscriber Q & A: Business Starter Kit?

April 3, 2008 — Volume 3, Number 14
* Marketing Minute: Why Clients Need You
* TaxCoach "Spring Training": Early Registration Discount Extended
* New Tool: Much Ado About Very Little

March 27, 2008 — Volume 3, Number 13
* Marketing Minute: TaxCoach Spring Break
* TaxCoach "Spring Training": Boot Camp Registration Open

March 20, 2008 — Volume 3, Number 12
* Marketing Minute: Fix This Big Mistake Now
* TaxCoach "Spring Training": Boot Camp Registration Open
* Now Tool: Client Survey Form
* Subscriber Q & A: Formatting Your Planner Bio

March 13, 2008 — Volume 3, Number 11
* Marketing Minute: Direct-Mail Makeover
* TaxCoach "Spring Training": Boot Camp Info Available Soon
* Subscriber Survey: Contest Results
* New Tool: Press Release Template
* Subscriber Q & A: Font Changes

March 6, 2008 — Volume 3, Number 10
* Marketing Minute: Lessons From Triceratops 
* Subscriber Survey: Floorwax or Dessert Topping? 
* Practice Pointer: No Time to Implement
* Subscriber Q & A: LLC vs. S-Corp
* Subscriber Q & A: Multiple Users

February 28, 2008 — Volume 3, Number 9
* Marketing Minute: Back to Basics With Vince Lombardi 
* Subscriber Survey: Floorwax or Dessert Topping? 
* New Tool: New "Evergreen" Client Alert - MERPs
* Subscriber Q & A: Upload Your Logo

February 21, 2008 — Volume 3, Number 8
* Worth Reading: Super Crunchers
* Worth Visiting: Your Client From Hell
* Updated Content: Economic Stimulus Act 
* Subscriber Q & A: Seminar Frequency

February 14, 2008 — Volume 3, Number 7
* Marketing Minute: Direct Mail Makeover
* Client Alert Update: Economic Stimulus Package, Part Trois
* New Tool: Evergreen Client Alerts 
* Q & A: Customize Seminar Presentations

February 7, 2008 — Volume 3, Number 6
* Marketing Minute: Advice From Nancy Reagan
* Client Alert Update: Economic Stimulus Package
* New Tool: On-Demand Client Alerts 
* Subscriber Q & A: TaxCoach Affiliate Program

January 31, 2008 — Volume 3, Number 5
* Marketing Minute: Lessons From A Bottle of Wine
* New Tool: Economic Stimulus Alert 
* Subscriber Q & A: Section 105 Plan Eligibility

January 24, 2008 — Volume 3, Number 4
* Marketing Minute: Lessons From Lucy Van Pelt 
* Marketing Minute, Part Deux: 46 Minutes With My Financial Guy
* New Tool: Tax-Prep Marketing Postcards

January 17, 2008 — Volume 3, Number 3
* Marketing Minute: Lessons From Wesley Snipes
* New Tool: Save-able PDF Client Questionnaire 
* Subscriber Q & A: Where Is That Consultation Form? 

January 10, 2008 — Volume 3, Number 2
* Marketing Minute: Lessons From Hillary Clinton
* Did You Know?  Page Number References in Plan Summary
* Subscriber Q & A:  Importing Client Data from Tax Packages 

January 3, 2008 — Volume 3, Number 1
* Worth Reading: Humongous Win-Win
* Updated Content:  2008 System Updates
* Subscriber Q & A:  Planning Flyer for Tax Organizer

December 27, 2007 — Volume 2, Number 51
* Marketing Minute: How to Use TaxCoach In "The Season"
* Subscriber Success Story: Seminar Generates 12 Appointments
* Subscriber Q & A:  2008 Updates

December 20, 2007 — Volume 2, Number 50
* Marketing Minute: Fat Man. Red Suit.
* Worth Hearing:  "7 Dirty Secrets" Playback Now Available
* Subscriber Q & A:  License To Publish White-Paper Articles

December 13, 2007 — Volume 2, Number 49
* Marketing Minute: My Trip to Home Depot
* Subscriber Survey: "Spring Training" Survey Results
* Worth Hearing: 7 Dirty Secrets to 2-3 New Clients Per Week
* New Tool: TaxCoach for All Seasons
* Subscriber Q & A: "October" Outlook Letter?

December 6, 2007 — Volume 2, Number 48
* Marketing Minute: How to Answer Pricing Questions
* Subscriber Survey: "Spring Training" Boot Camp Agenda
* Did You Know?: Firm Logo and Photo
* Subscriber Q & A: Where Did My Report Go? 

November 29, 2007 — Volume 2, Number 47
* Marketing Minute: Lessons From Dolly the Sheep
* Subscriber Survey: "Spring Training" Boot Camp Agenda
* Worth Reading: When Good Accountants Go . . . Hiking
* Subscriber Q & A: Ballpark Estimates 

November 22, 2007
No issue — Thanksgiving week

November 15, 2007 — Volume 2, Number 46
* Marketing Minute: From the Government, Here to Help
* Client Alert: Deadline Nears for Healthcare Savings
* Did You Know?: Planning Engagement Guide
* Save the Date: June 20-22, 2008
* Subscriber Q & A: First-Time Homebuyer

November 8, 2007 — Volume 2, Number 45
* Marketing Minute: Lessons from 7th Grade Math
* Did You Know?: Editable Summary Report
* Sneak Preview: TaxCoach "Boot Camp"
* New Tool: Report Contents Meter
* Subscriber Q & A: Is TaxCoach Just for CPAs?

November 1, 2007 — Volume 2, Number 44
* New Tool: Year-End Prospecting Letter
* New Content: Business Entity Comparison
* Worth Watching: Cost Segregation Teleseminar
* All-Stars Info: Autumn Note to All-Stars
* Subscriber Q & A:  Last Year's AGI, or Estimates?

October 25, 2007 — Volume 2, Number 43
* Marketing Minute: Lessons from Al Gore
* Updated Content: HSAs, VEBA/419(e) Plans; "Mother of all tax reforms"
* Worth Watching: Revenue Opportunities with Tax Planning
* Subscriber Q & A: Savings Estimates

October 18, 2007 — Volume 2, Number 42
* Marketing Minute: No More Free Consultations. Ever!  
* Practice Pointer:  Business Lessons from Lou Holtz  
* Updated Tool:  Year-End Outlook Letter
* Worth WatchingExpanding Your Practice with Tax Planning
* Subscriber Q & A:   The Most "Hemingwayed" Answer

October 11, 2007 — Volume 2, Number 41
* Marketing Minute: Fall Seminar Season  
* Did You Know?:  Seminar Kits
* Subscriber Q & A:  Lessons from Ernest Hemingway

October 4, 2007 — Volume 2, Number 40
* Marketing Minute:  What Problem Do You Solve?
* New Tool:  "Ounce of Prevention" Checklist
* Word of the Week:  "Introduction"
* Subscriber Q & A:  How Not To Miss Updates

September 27, 2007 — Volume 2, Number 39
* Marketing Minute:  Lessons from the Serengeti
* New Module:  GO Zone Investment Incentives 
* Worth Reading:  Fill Seminar Seats
* Subscriber Q & A:  Can a Tax Guy Do Incorporations?

September 20, 2007 — Volume 2, Number 38
* Marketing Minute:  How to Handle Price Competition
* Case Study: Cost Segregation & 1031 Exchanges 
* Worth Reading: Web 2.0 Marketing 
* Subscriber Q & A:  Corporation's Perspective 

September 13, 2007 — Volume 2, Number 37
* Marketing Minute:  Direct Mail "Don't"
* Word of the Week: "Turnkey" 
* Subscriber Q & A:  Lost Password 

September 6, 2007 — Volume 2, Number 36
* Marketing Minute: Marketing Lessons From an 800-Pound Gorilla
* Worth Reading: Freakonomics Blog 
* Word of the Week: "Audit-Proofing" 
* Subscriber Q & A:  How Hard Is TaxCoach to Move?

August 30, 2007 — Volume 2, Number 35
* Marketing Minute: Marketing Lessons from Peter McGuire
* Case Study: Leasing Personal Property
* New Tool: Section 105 Plan Prospecting Letter
* New Tool: Longer Custom Plan Titles
* Subscriber Q & A: Strategy Summaries

August 23, 2007 — Volume 2, Number 34
* Marketing Minute: Lessons from Today's Stock Market
* Practice Pointer: Lessons from Henry Ford
* Subscriber Q & A: Summary Report Cover

August 16, 2007 — Volume 2, Number 33
* Marketing Minute: Marketing Lessons From Wimpy Clients
* Case Study: Excess Mortgage Interest
* Subscriber Q & A: Where To Find The Strategies

August 9, 2007 — Volume 2, Number 32
* Marketing Minute: Marketing Lessons From Tom Sawyer
* Income Opportunity: Cost Segregation Referral Fees
* Subscriber Q & A: Tax Designations

August 2, 2007 — Volume 2, Number 31
* Marketing Minute: Lessons From Old Man River
* Contest Winner: Marketing Lessons From Lindsay Lohan
* Income Opportunity: Cost Segregation Referral Fees
* Subscriber Q & A: TaxCoach Updates

July 26, 2007 — Volume 2, Number 30
* Marketing Minute: Marketing Lessons from Barry Bonds
* Advanced Coaching: Welcoming TaxCoach All-Stars
* Subscriber Q & A: "Short Sale" Tax Consequences

July 19, 2007 — Volume 2, Number 29
* Marketing Minute: "First, I'd Fall Out of My Chair"
* Advanced Coaching: Approving Applications for All-Stars
* Sneak Preview: Cost Segregation Referral Program
* Subscriber Q & A: What Licensing Is Required?

July 12, 2007 — Volume 2, Number 28
* Marketing Minute: Give and Ye Shall Receive
* Advanced Coaching: Introducing TaxCoach All-Stars
* Sneak Preview: Cost Segregation Referral Program
* Subscriber Q & A: Plan Cover Privacy Statement, Upload Logo

July 5, 2007 — Volume 2, Number 27
* Marketing Minute: Marketing Lessons from My 6-Year-Old, Margaret
* Sneak Preview: TaxCoach All-Stars
* Sneak Preview: Cost Segregation Referral Program
* Subscriber Q & A: Client Alerts in a Direct-Mail Campaign

June 28, 2007 — Volume 2, Number 26
* Marketing Minute: Blank Check ("He Hired Me Without Discussing A Fee!")
* Sneak Preview: TaxCoach All-Stars
* Sneak Preview: Cost Segregation Referral Program
* Subscriber Q & A: Children's Wages

June 21, 2007 — Volume 2, Number 25
* Case Study: So Easy A Caveman Could Do It?
* Client Alert: Revisited
* Updated Content: Business Equipment, Audit Rates
* New Tool: Interactive Client Data Questionnaire
* Subscriber Q & A: Outlook Letter vs. Client Alert

June 14, 2007 — Volume 2, Number 24
* Marketing Minute: Drop a Rock in a Pond
* Client Alert: Congress Sticks it to Kids (Again!)
* New Tool: HSA vs. HRA Comparison
* Updated Content: 2007 Outlook Letter
* Subscriber Q & A: Average Salaries

June 7, 2007 — Volume 2, Number 23
* Marketing Minute: Are We Doomed?
* Subscriber Makeover: Pimp Another Bio-Sketch!
* Subscriber Q & A: Outlook Letter is Tailored

May 31, 2007 — Volume 2, Number 22
* Marketing Minute: Direct Mail Generates Appointments
* Updated Content: Section 105 Due Diligence
* New Tool: Newest Modules Included in A-I
* Subscriber Q & A: Delete a Client

May 24, 2007 — Volume 2, Number 21
* Marketing Minute: Up-Front Contracts Close Client Engagements
* New Content: Foreign-Earned Income Module
* Updated Content: MERP Module
* Subscriber Q & A: Buying Out Partners in S-Corp

May 17, 2007 — Volume 2, Number 20
* Marketing Minute: Marketing Lessons from Palm Beach
* Marketing Makeover: Pimp That Bio-Sketch!
* Subscriber Q & A: MERPs with S-Corps

May 10, 2007 — Volume 2, Number 19
* Marketing Minute: Pimp My Bio Sketch
* Updated Content: Hobby Business Losses
* Subscriber Q & A: Clients, Today and Tomorrow

May 3, 2007 — Volume 2, Number 18
* Marketing Minute: Lunch With a Banker
* New Content: Why Thank a Client for a Referral?
* Subscriber Q & A: Client Has More than Two Businesses

April 26, 2007 — Volume 2, Number 17
* Marketing Minute: Time to Fire Some Clients!
* April 15 Reward: After-Tax Season Special
* Subscriber Q & A: Just Starting a Practice

April 19, 2007 — Volume 2, Number 16
* Marketing Minute: Off-Season Training
* April 15 Reward: After-Tax Season Special
* Subscriber Q & A: 2007 Outlook Letter

April 12, 2007 — Volume 2, Number 15
* Marketing Minute: The Flip Side of the 'Tax Gap'
* Correction: Last Week's Marketing Minute
* Subscriber Q & A: Selecting the New 'Clergy' Module

April 5, 2007 — Volume 2, Number 14
* Marketing Minute: More Fun for Your Clients
* Contest Update: Championship Winner
* Subscriber Q & A: Can a Financial Planner Use TaxCoach?

March 29, 2007 — Volume 2, Number 13
* Marketing Minute: Run, Forrest, Run!
* Opportunity Knocks: Referrals from TaxCoach
* Contest Update: Last Chance to Enter
* Subscriber Q & A: Self-Service Data Questionnaire

March 22, 2007 — Volume 2, Number 12
* Marketing Minute: The Forest vs. The Trees
* Contest Update: New Chance to Enter
* Subscriber Q & A: Screen Display Is Messed Up

March 15, 2007 — Volume 2, Number 11
* Marketing Minute: Don't Let Your Client Raise His Hand
* Contest Update: March Madness
* Subscriber Q & A: Savings Estimates

March 8, 2007 — Volume 2, Number 10
* Marketing Minute: Who Is Your Competition?
* Contest Results: Choosy Mothers
* Updated Content: 2007 Outlook Letter
* Subscriber Q & A: Create Clients Quickly

March 1, 2007 — Volume 2, Number 9
* Marketing Minute: How Not to Lose Clients
* New Tool -- Update: PDF Reports and Successful Migration
* Subscriber Q & A: Logo Doesn't Display

February 22, 2007 — Volume 2, Number 8
* Marketing Minute: The Last Day of School?
* New Tool: PDF Reports at Long Last!
* Subscriber Q & A: Funky Characters in the Bio Sketch

February 15, 2007 — Volume 2, Number 7
* Marketing Minute: Are You Making This Marketing Mistake?
* New Tool (Almost): PDF Beta-Test Results & Plan
* Subscriber Q & A: Estimating Family Names & Ages

February 8, 2007 — Volume 2, Number 6
* Marketing Minute: More Subscriber Contest Strategies
* Marketing Opportunity: Co-Host an Ed Lyon Tax Event
* New Tool (Almost): Help Us Beta-Test PDF and Win a Free Month!
* Updated Content: 'Catch-Up' Contributions in Savings Estimates
* Subscriber Q & A: Not All Modules Automatically Selected

February 1, 2007 — Volume 2, Number 5
* Marketing Minute: Direct Mail Contest Winner
* Marketing Opportunity: Co-Host an Ed Lyon Tax Event
* Coming Soon:: Platinum Level Coaching
* New Module: Tax Strategies for Clergy
* New Tool: 'Latest Updates' Feature
* Updated Content: Revised Seminar Kits

January 25, 2007 — Volume 2, Number 4
* Marketing Minute: Beat the President to the Punch
* Case Study: How to Raise Fees
* Worth Reading: Deconstructing Advisors' Marketing Conundrum
* Subscriber Q & A: Report Covers

January 18, 2007 — Volume 2, Number 3
* Marketing Minute: This Is Too Easy!
* Marketing Opportunity: Co-Host a Realtor Seminar
* Content Update: 'White Paper' Articles
* Subscriber Q & A: Tax Marketing Timing, Schedule C Income

January 11, 2007 — Volume 2, Number 2
* Marketing Minute: Subscriber Marketing Makeover
* Marketing Opportunity: Co-Host a Realtor Seminar
* Content Update: 'Mark-to-Market' (Sec. 475 Election)
* Subscriber Q & A: MERP Direct Provider Payments; Lottery Winnings

January 4, 2007 — Volume 2, Number 1
* Marketing Minute: TaxCoach Doubles Client Tax-Prep Revenue
* Headless Body in Topless Bar: The Sequel
* Content Update: 2007 Data Now Available
* Subscriber Q & A: Client Data Bridge

December 28, 2006 — Volume 1, Number 30
* Marketing Minute: Headless Body in Topless Bar
* New Tool: Sample Letters Introducing Tax Planning
* Content Update: 2007 Data in TaxCoach
* Subscriber Q & A: S-Corp Salary

December 21, 2006 — Volume 1, Number 29
* Marketing Minute: Apply Directly to the Forehead
* Content Update: 2007 IRS Updates
* Technical Update: New Server!
* Subscriber Q & A: Providing Document Templates to Clients

December 14, 2006 — Volume 1, Number 28
* Marketing Minute: 'Lumpy Mail' Generates Appointments
* Did You Know?: Tailorable Privacy Statement
* Subscriber Q & A: Payroll Compliance on Hiring Children

December 7, 2006 — Volume 1, Number 27
* Marketing Minute: Prime Your Clients for 2007
* New Tool: 2007 Tax Outlook Letter
* Did You Know?: Interviewer's Guide
* Subscriber Q & A: Customize Seminar Presentations

November 30, 2006 — Volume 1, Number 26
* Marketing Minute: The ONE Question for Every Prospect
* Technical Update: Internet Explorer 7
* Did You Know?: Refresh Report Selections
* Subscriber Q & A: Strategies for Corporations?

November 23, 2006
No issue — Thanksgiving week

November 16, 2006 — Volume 1, Number 25
* Marketing Minute: Lessons From a Broken Record
* Worth Reading: Fortune's Formula
* Did You Know?: Tailorable Title
* Subscriber Q & A: How are the reports client-specific?

November 9, 2006 — Volume 1, Number 24
* Marketing Minute: Lifetime Client Value
* Subscriber Success Stories
* Updated Content: Car & Truck Expenses, Deferred Comp.
* Did You Know?: Marketing Consultation
* Subscriber Q & A: Module page numbers in Summary Report

November 2, 2006 — Volume 1, Number 23
* Marketing Minute: Your Staff's Role in Marketing
* Subscriber Success Story: $7,500 in New Revenue
* Did You Know?: Marketing Guide
* Subscriber Q & A: Savings Estimates, Client Alert Filenames

October 26, 2006 — Volume 1, Number 22
* Case Study: Generate Weekly Appointments
* Marketing Minute: 'Closing' a Plan Delivery
* Did You Know?: Sample Client Letters
* Subscriber Q & A: Seminar Kit Handouts

October 19, 2006 — Volume 1, Number 21
* Case Study: Real Estate Investor
* New Tool: Sample Clients
* Did You Know?: Editable Summary Report
* Subscriber Q & A: Pension Income

October 12, 2006 — Volume 1, Number 20
* Marketing Minute: Year-End Marketing Strategies
* Did You Know?: Implementation Guides
* Subscriber Q & A: How TaxCoach Uses Client Data

October 5, 2006 — Volume 1, Number 19
* Case Study: Tax Strategies for Group Health Insurance
* Case Study Clarification: Pediatricians, Part Deux
* Subscriber Q & A: Emailing Client Questionnaires

September 28, 2006 — Volume 1, Number 18
* Case Study: Growing Pediatrics Practice
* New Content: Capital Gains Module
* Subscriber Q & A: Married Filing Jointly, Report Page Breaking

September 21, 2006 — Volume 1, Number 17
* Marketing Minute: What Business Are You Really In?
* New Tool: Implementation Guide: Hire Your Kids
* Subscriber Q & A: 'Book' Style Printing

September 14, 2006 — Volume 1, Number 16
* Updated Contact Information
* Marketing Minute: Guy In A Lobster Suit
* New Tools: Customizeable Privacy Statement; TaxCoach Briefs Archive; Planner Page Contact Information

September 7, 2006 — Volume 1, Number 15
* Marketing Minute: Image Consulting, the Green Beret Way
* Subscriber Q & A: Data Bridges

August 31, 2006 — Volume 1, Number 14
* Moving Day for TaxCoach Software
* Worth Reading: Tax Quotes from Tax Analysts

August 24, 2006 — Volume 1, Number 13
* Marketing Minute: Tax Lessons from Cinderella
* Updated Content: Pension Protection Act
* Subscriber Q & A: Savings Estimates

August 17, 2006 — Volume 1, Number 12
* Marketing Minute: Marketing Lessons from High School Cheerleaders
* New Tool: Educational Assistance Plan Implementation Guide
* Coming Attraction: Year-End Planning Letter

August 10, 2006 — Volume 1, Number 11
* Marketing Minute: Target the Right Markets
* Worth Reading: Win The Crowd
* Subscriber Q & A: Printing Client Names

August 3, 2006 — Volume 1, Number 10
* Marketing Minute: Gimme Shelter!
* Worth Reading: Tax Prof Blog
* New Tool: Edit Plan Summaries in MS Word
* Summer Marketing Makeover

July 27, 2006 — Volume 1, Number 9
* Marketing Minute: The Best Way to Fill Seminar Seats
* New Tool: Seminar 'One-Sheet' Template
* Subscriber Q & A: Annual Billing, PDF Printing

July 20, 2006 — Volume 1, Number 8
* Marketing Minute: 'Aggressive' versus 'Proactive'
* New Tool: Websites Only for Accountants
* Subscriber Q & A: 10-Minute Timeout

July 13, 2006 — Volume 1, Number 7
* Marketing Minute: Pricing 'Don'ts' from Walmart
* New Tool: Password E-mailer
* Subscriber Q & A: Printing Plan Summaries

July 6, 2006 — Volume 1, Number 6
* Marketing Minute: Make the Most of Client Referrals
* Subscriber Consultation: Times Available
* Subscriber Q & A: Printing Page Selections

June 29, 2006 — Volume 1, Number 5
* Case Study: Retirement Income Planning
* New Tool: Customize Plan Titles
* Subscriber Q & A: Help! Where Do I Start?

June 22, 2006 — Volume 1, Number 4
* Marketing Minute: How to Deliver Tax Plans
* Subscriber Success Story
* Subscriber Q & A: Module Selections for New Client Information

June 15, 2006 — Volume 1, Number 3
* Marketing Minute: How to Double a Current Client's Tax Prep Revenue
* New Content: Structured Sales for Appreciated Assets
* Subscriber Q & A: Can I Use the TaxCoach Logo?

June 8, 2006 — Volume 1, Number 2
* Marketing Minute: Why NOW is the time for tax planning
* Updated Content: New MERP template and implementation Guide
* Subscriber Q & A: Customized Client Data Questionnaire, Printing Tips

June 1, 2006 — Volume 1, Number 1
* Happy Birthday to Us!
* New Tool: Savings Estimates in Main Report
* New Content: Tax Strategies for Energy Efficiency
* Updated Content: TIPRA Updates
* Subscriber Q & A: Multiple Professional Designations