• Meet Our Team
  • About
  • Blog
  • FAQ
  • Contact
Ultimate Estate Planner

Ultimate Estate Planner

UNLOCKING YOUR PRACTICE'S POTENTIAL

  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Instant Downloads
    • Practice-Building Series
    • Live Practice-Building & Marketing Virtual Event for Attorneys
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Unique Breakthrough Virtual Event for Attorneys (The Ultimate Level)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Free Resources
  • FREE CONSULTATION
1.866.754.6477

Media & Publications

Home Product
Books & eBooksCDsClient-Friendly Charts & HandoutsDVDsGuidesInstant Presentation DownloadsSoftware & Calculators

INSTANT DOWNLOAD: “Recession-Proof Your Practice—Best Practices to Survive Tough Times”

$149.00
Add to Cart

INSTANT DOWNLOAD: “Tax Planning Opportunities Following Georgia Senate Results” by Jonathan G. Blattmachr, Robert S. Keebler & Martin M. Shenkman

$199.00
Add to Cart

INSTANT DOWNLOAD: “Everything You Need to Know About Prop 19” by Bruce Givner & Neda Barkhordar

$199.00
Add to Cart

“The Ultimate IRA Guide: A Compilation of IRA Guides for 2021” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

$149.00
(additional payment options available)
Add to Cart

INSTANT DOWNLOAD: “How to Set Your Fees”

$199.00
Add to Cart

INSTANT DOWNLOAD: “The Top 10 Year-End Practice-Building & Marketing Ideas of 2020” by Kristina Schneider

$99.00
Add to Cart

“Top 40 Tax Planning Opportunities for 2020” by Robert Keebler, CPA & Peter J. Melcher, J.D.

$159.00
Add to Cart

INSTANT DOWNLOAD: Loan Forgiveness Regulations, PPP Bill in Congress, Audit and Appeals Regulations

$99.00
Add to Cart

INSTANT DOWNLOAD: PPP Loan Forgiveness: Understanding, Applying and Planning for the Just Released Form and Instructions

$149.00
Add to Cart

INSTANT DOWNLOAD: Important SBA Update & Critical Fraud Warning

$99.00
Add to Cart

INSTANT DOWNLOAD: What You Need to Know About the Paycheck Protection Program

$99.00
Add to Cart

Section 199 Chart

$45.00
(additional payment options available)
Add to Cart

SECURE Act E-Book: “The Mathematics of the SECURE Act: Where the Tax Law and Economics Collide” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM

$159.00
Add to Cart

Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM

$159.00
Add to Cart

Estate Planning Under The 2017 Tax Reconciliation Act by Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak

$50.00
Add to Cart

“How to Explain & Sell More Dynasty Trusts” CD

$25.00
Add to Cart

“How to Explain & Sell More Domestic Asset Protection Trusts” CD

$25.00
Add to Cart

“How to Explain & Sell More Completed Gift DAPTs” CD

$25.00
Add to Cart

“How to Explain & Sell Installment Sales to an Income Tax Defective Dynasty Trust” CD

$25.00
Add to Cart

“How to Explain & Sell More LLCs” CD

$25.00
Add to Cart
  • 1
  • 2
  • 3
  • …
  • 5
  • Next

View All Products View All

Search by Keyword

A to Z List of Products

View an alphabetical list of all products and select any product to view more information.

Browse by Category

  • Bundles
    • PAT & IRA Trust Bundle
    • The Ultimate Practice-Building Library
  • Coaching
    • Business Coaching
    • Executive Assistant Training
    • Personal Consultation with Phil Kavesh
    • Seminar Marketing Consultation
  • Featured
  • Legal Documents & Forms
    • Specialty Forms & Trusts
    • Trust Document Forms
    • Trustee Manual
  • Marketing
    • Advanced Estate Planning Sales Kits
    • Appointment Booking Tools
    • CE Seminars for Professionals
    • Consumer Seminars
    • Scripts & Sales Tools
    • Seminar Handouts
  • Media & Publications
    • Books & eBooks
    • CDs
    • Client-Friendly Charts & Handouts
    • DVDs
    • Guides
    • Instant Presentation Downloads
    • Software & Calculators
  • Practice-Building
    • Client Forms & Handouts
    • Form Letters for Clients & Prospects
    • Training & Procedures
  • Subscriptions
  • White Papers

Contact Us

function reloadJcaptcha() {var now = new Date();if (document.images) {document.images.captcha.src = 'https://ao126.infusionsoft.com/Jcaptcha/img.jsp?reload=' + now}}
  • How We Help
    • Education
    • Products
    • The Ultimate Level
    • Coaching
    • Find an Estate Planner
  • Free Resources
    • Newsletter
    • Downloads
    • Consultation
    • Blog
  • About UEP
    • About Philip Kavesh
    • Meet Our Team
    • Why Choose Us
    • FAQ
    • Contact
Free Monthly Newsletter

SUBSCRIBE NOW

Connect with Us

  

  • The Ultimate Estate Planner, Inc
  • Site Map
  • Privacy Policy
  • Terms of Service



©2021 The Ultimate Estate Planner, Inc.
Developed with by Digital Awesome
  • Home
  • Education
    • Upcoming Teleconferences
    • On-Demand Programs
    • Instant Downloads
    • Practice-Building Series
    • Live Practice-Building & Marketing Virtual Event for Attorneys
    • About the Speakers
    • Industry Events
    • Books
  • For Attorneys
    • Unique Breakthrough Virtual Event for Attorneys (The Ultimate Level)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • Books
    • Free Resources
  • For CPAs
    • Education
    • Tax Planning 101
    • Charts for Clients
    • Calculators & Software
    • Books
    • Free Resources
  • For Financial Advisors
    • Education
    • Charts for Clients
    • Working with Estate Planning Attorneys
    • Sell More Life Insurance
    • Free Resources
  • FREE CONSULTATION