First Meeting Guides

Two downloadable guides filled with items to go through once you bring prospects into your office are available to members of Savvy Tax Planning.

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Savvy Tax Planning First Meeting Guide

Retirement Tax Strategy First Meeting Guide

This guide isn’t just a checklist to make sure clients get the biggest refund possible; it’s a bridge to talk about all of their family and financial issues. You can use this as a deliverable for first meetings after your presentations, or as a yearly check-in with clients.

First Meeting Guide

New Tax Law Program First Meeting Guide

This first meeting guide will provide you with a range of resources to choose from as you meet with clients and prospects to discuss the new tax law. It includes:

  • Action Plan Checklist
  • A Tax Law Glossary
  • Business-Related Guide


This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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