EBOOK: “The Corporate Transparency Act” by Alan S. Gassman, J.D., LL.M., Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, and Chriseanna Mitchell

E-BOOK: “A Proposed Hermeneutic for Designing the Appropriate Estate Planning Technique” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “The Swap Power in Usage in Grantor Trusts” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Defined Value Clauses in Estate Planning” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Family Business Succession Planning” by Paul Hood, J.D., LL.M. (Tax)

2024 IRA Trust Client Summary Chart

The Roth IRA Quadrants Chart 2024

2024 Applying the 3.8% Net Investment Income Tax Chart

2024 Capital Gains Harvesting Chart

2024 Individual Tax Rate Threshold “Cheat Sheet”

2024 Section 199A Chart

Top 10 Tax Planning Ideas for 2024 Chart

2024 DrawDown Strategies Chart

2024 Generation Skipping Transfer Tax Chart

2024 Bracket Management Chart

2024 Understanding the Net Investment Income Tax Chart

75 Best Income Tax Strategies in 2024 Chart

2024 IRA Payable to Trusts After the Secure Act Chart

2024 Tax Asset Classes Chart

2024 Roth IRA Distribution Chart

2024 Robert Keebler Chart Bundle Package

“Top 40 Tax Planning Opportunities for 2024” by Robert Keebler, CPA & Peter J. Melcher, J.D.

Ultimate Estate Planning Client Meeting Forms Bundle Package

Living Trust Forms Bundle Package

Estate Planning Forms Bundle Package

Estate Administration Forms Bundle Package

Estate Planning Client Questionnaires (3 Versions)

Estate Planning Questionnaire (New Client)

Living Trust: Client Intake Form for Drafting Plan

Living Trust: Owner’s Manual Inserts & Coverpages

Estate Planning Acknowledgement of Information Given

Living Trust: Drafting Notes Summary Page

Living Trust: Full Color Flow Charts

Acknowledgement of Information Given for Portability

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form

Living Trust: Trust Identification Card

Co-Trustee Potential Conflict of Interest Disclosure & Consent

Divorce Checklist for Estate Planning Clients

Estate Planning Questionnaire (Client with Trust/Existing Client)

Estate & Trust Administration Disclosure Form

Trustee Duties Upon Trust Funding Acknowledgement

Estate Administration Fee Agreement

Estate Administration Acknowledgement of Information Given

Checklist for Reviewing Another Attorney’s Trust

Acknowledgement of Information Given for Trustee Notification

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Planning Engagement Letter

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2024” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

“SECURE Act 2.0” White Paper Bundle Package

How to Successfully Market an Estate Planning Practice by Philip J. Kavesh

Roth IRA Conversion Decision Chart 2024

The Robert Keebler Tax & Estate Planning Monthly Bulletin

“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.

How to Write a Proper Business Letter

“Distribution Planning for Non-Spousal Inherited IRAs Following the SECURE Act” White Paper

“Managing IRC 199A Limitation Amounts” White Paper

“Choice of Entity Decision After the TCJA–Converting a Pass-Through Entity to a C Corporation” White Paper

“Using Multiple Trusts to Enhance the Benefits of IRC § 199A” White Paper

“Aggregating Trades or Businesses to Increase the § 199A Deduction” White Paper

“Qualified Small Business Stock” White Paper

“Opportunity Zones” White Paper

“Puerto Rico Tax Incentives” White Paper

“Timing the NQSO Exercise Decision” White Paper

“Cost Segregation” White Paper

“Domestic Asset Protection Trust (DAPT)” White Paper

“Two-Year Installment Sale Strategy” White Paper

“Capital Harvesting Losses” White Paper

Appleby IRA Quick Reference Guides

SECURE Act Summary

2022 Customizable Client IRA Calendar & Deadlines

2022 IRA Fact Sheet

INSTANT DOWNLOAD: “How to Set Your Fees”

COVID-19 Forms Package

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

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

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

Client Termination Letter Template

“Sale to an Intentionally Defective Grantor Trust (IDGT) with a Self-Cancelling Installment Note (SCIN) Hedge ” White Paper

“Trusts Named As IRA Beneficiaries” White Paper

“S-Election to Save Employment Taxes” White Paper

“Trust Decanting” White Paper

“Spousal Limited Access Trusts (SLAT)” White Paper

“Intentionally Defective Grantor Trust (IDGT) Sale” White Paper

“Dynasty Trust” White Paper

“Grantor Retained Annuity Trust (GRAT)” White Paper

“Intra-Family Loans” White Paper

“Choice of Filing Status to Avoid the NIIT” White Paper

“Grouping Business Activities to Create Material Participation and Avoid the NIIT” White Paper

“Inter Vivos Charitable Lead Annuity Trust (CLAT)” White Paper

“Captive Insurance Companies” White Paper

“Nevada Incomplete Gift, Non-Grantor (NING) Trusts” White Paper

“Tax-Aware Investing” White Paper

“Family Limited Partnership (FLP)” White Paper

“Income Shifting Charitable Remainder Trust” White Paper

“Borrowing From Permanent Life Insurance Policies” White Paper

“Nonqualified Tax Deferred Annuities” White Paper

“Oil and Gas Investments” White Paper

“Roth IRA Conversions” White Paper

“Retirement Charitable Remainder Trust (CRT)” White Paper

“Bracket Management” White Paper

“Substantial Sale Charitable Remainder Trust (CRT)” White Paper

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

“Trusts as S Corporation Shareholders” White Paper

“Capital Gain Harvesting” White Paper

Step-By-Step Guide to The Client Referral Process

IRA Beneficiary Trust: Disclosure Form

IRA Beneficiary Trust: Client Intake Form for Drafting Plan

IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form

Trust Protector Exercise of Power to Limit Potential Beneficiaries

“How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper

Understanding the Net Investment Income Tax Handout

Surtax Checklist for Individuals

Net Investment Income Tax (“NIIT”) Calculator