2024 Robert Keebler Chart Bundle Package

Get All 17 of Robert Keebler’s Updated 2024 Charts
for One Special Bundle Price

If you’re looking for a simple or easy handout to use in front of clients and prospects to explain some of the most complex tax and retirement benefit planning strategies, then look no further.

Nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, has put together several charts on some of the most complex estate, financial and tax planning strategies out there and they’re now available for you!

With this special Chart Bundle Package, you will receive all 17  of the following charts:

VIEW SAMPLES

All of these charts are updated for 2024 and are 11″ x 17″ .

WHAT DOES THIS BUNDLE INCLUDE?

This product includes all 17 of Robert Keebler’s Charts, which are great resources for you, your clients, and your entire office!  With this bundle, you can choose either to receive the PDF files, or you can also purchase the full-color laminated copy of each 11″ x 17″ chart (which also includes a PDF download of each chart).

The 2024 Robert Keebler Chart Bundle comes with:

CUSTOM-DESIGNED PDFs AVAILABLE*

We have several firms who wish to brand these charts to their own companies so that they may be able to distribute them to clients and other professional referral sources.  We are pleased to make this available for pre-order now* with our 2024 Robert Keebler Custom-Designed PDF Chart Bundle option.  This package includes a 12-month license to utilize custom-designed PDF copy of all 16 charts, which someone from our office will personally work with you to design (which may include your firm’s name, logo, and contact information).  Option to add this custom design is available during the checkout process.

*Custom Design Fee applies.

Reviews

  1. David L. Zalles, CPA

    The laminated charts are GREAT, and the convenience of the pdf is really appreciated so I can use them selectively with clients.

  2. Richard Burchill, CPA

    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.

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