Tax Planning 101 Courses

With the assistance of nationally renowned CPA and tax expert, Robert S. Keebler, we are pleased to offer an array of courses to help you better understand not only how to complete some of the most common IRS tax forms for your clients, but how to also spot any traps to avoid or key planning strategies to help your clients.

Federal Income Tax Return

IRS Form 1040

Help your clients with better income tax planning by becoming a "1040 Diagnostician" with these two 90-minute in-depth training programs on IRS Form 1040 (Federal Income Tax Return).

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Estate Tax Return

IRS Form 706

Many estates, even those well below the exemption, may now need a 706 filed (such as for electing portability).  The preparation of this return now presents a golden opportunity for you, but only if you know how to properly it!

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Gift Tax Return

IRS Form 709

Whether it’s your first time completing Form 709 or you’re an experienced tax preparer, it is important that you avoid the unforeseen traps!  Learn more with this 2-part program!

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Additional Tax Form & Tax Planning Courses

Form 8960

Net Investment Income Tax ("NIIT")

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Form 8971

Basis Consistency Regulations

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Form 1041

Income Tax Return for Trusts & Estates

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Mathematics of Estate Planning

Utilize math to determine which tax planning
techniques to recommend

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Mathematics of Portability

A scientific approach to determining whether Portability or funding the Bypass Trust is best for your clients

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Tax Advisor Penalties

The Top 10 Tax Advisor Penalties and Fines
(and How to Avoid Them)
with Bruce Givner, J.D.

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Advanced Form 709 Preparation

Special Gift Tax Issues pertaining to
GRATs, IDGTs & GST Allocations

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Taxation of Entities

Taxation of LLCs, FLPs, C Corps, or S Corps

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Taxation of Investments

Taxation of stocks, bonds, oil & gas and more!

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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