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

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

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

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

The Ladder of Success: An Asset Protection Planning Primer (2012) – Jeffrey Matsen

(Available for purchase through Amazon)
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The ABA Consumer Guide to Asset Protection – By Jeffrey Matsen

(Available for purchase through the American Bar Association) Read more »