If you’re a CPA, enrolled agent or some other type of tax professional, you know that in recent years, tax, estate and retirement planning have become more complex and navigating your clients through the current tax world can be difficult.  This is why we are pleased to have one of the nation's leading CPAs and tax experts on staff with us to keep estate planners up-to-date with the tax planning strategies and any important IRS and court rulings that may affect your clients and the planning that you're doing. Whether you're a solo practitioner, part of a mid-size firm, or part of a much larger CPA firm—and whether you have 3 years, 13 years or 30 years of experience—there's something for everyone!

 

OUR PRODUCT & SERVICES FOR CPAs INCLUDE

Education

Teleconferences and on-demand programs on a variety of income, gift and estate tax planning strategies and topics.

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Tax Planning 101

A basic overview of the most common tax forms, including Forms 1040, 706, 709, 8960, 8971 and much more!

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Charts for Clients

Helpful charts and graphics for explaining some of the most complex tax planning strategies to your clients!

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Calculators & Software

Tax planning calculators and software to help determine which strategies to recommend to your clients.

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Books

A number of books to help you and your practice!

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Monthly Bulletin

Stay on top of and up-to-date with the latest cases, strategies and breaking estate and tax planning news!

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Whether you’re an attorney, CPA, financial advisor, or life insurance agent, I consider the Robert Keebler Chart Bundle Package a ‘must-have’ for your tool kit.  Bob Keebler has a unique talent for developing tools and practice aids that have allowed me to comprehend the most complex tax, financial and estate planning concepts, and articulate them to both clients and colleagues alike.  For years, I have been on a quest for products such as these, and haven’t been able to find them anywhere else.

Richard Burchill

Richard Burchill, CPA

Raleigh, North Carolina

The field of estate planning is changing more rapidly now than I have seen in my 20 years in this industry. Bob Keebler’s [updates] are an essential resource for my firm’s attorneys to keep current with the ever-changing landscape of our practice. We find that his information is clear and concise. Bob covers all the critical updates and highlights the implications to how we plan for our clients.

Michael Cody

Estate Planning Attorney

Quincy, Massachusetts

Not sure what you’re looking for or what we have available to help you and your practice? No problem! Let us help you.

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CTA: Assessment

Every month, various associates at our law firm participate in Robert Keebler’s Monthly Tax and Estate Planning Updates. It is an easy way to keep abreast of all of the technical news that’s fit to print in the estate planning world. Bob is able to collect and distill complex information into a user-friendly and understandable format, giving our firm members the up-to-date information they need. This is a wonderful tool, and we recommend it to anyone in this field.

Altman & Associates

Estate Planning Attorneys

Rockville, Maryland