The 2018 Tax Reform Survival Kit

The 2018 Tax Reform Survival Kit

With some of the most significant tax changes to hit our country in over three decades, nationally renown CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA and his team of associates, have been working hard to help practitioners stay on top of how these changes will impact the planning strategies and recommendations you make to your clients in a number of areas.

We are pleased to make available The 2018 Tax Reform Survival Kit, which includes the following:

EDUCATION PACKAGE (a $946 value)

Includes: Immediately downloadable PDF Handout Materials and MP3 audio recordings of the following educational programs:

PRE-SALE – The Updated 2018 Robert Keebler Chart Bundle 

Includes: Full-color, full-size laminated charts currently being updated for 2018 and Tax Reform, along with the PDF file for each chart.  Your purchase will also include any new or updated chart developed throughout 2018 (at no additional charge).

  • BRAND NEW—The IRC § 199A Qualified Business Income Chart
  • Top 10 Tax Planning Ideas for 2018 Chart
  • 75 Best Income Tax Strategies in 2018 Chart
  • Generation Skipping Transfer Tax Chart
  • DrawDown Strategies Chart
  • Tax Asset Classes Chart (one-sided)
  • Bracket Management Chart
  • Capital Gains Harvesting Chart
  • Applying the 3.8% Net Investment Income Tax Chart
  • Understanding the Net Investment Income Tax Chart
  • Traditional IRA Distribution Flowchart
  • Roth IRA Distribution Flowchart
  • The Roth IRA Quadrants Chart
  • Roth IRA Conversion Decision Chart

*NOTE REGARDING DELIVERY OF THE CHARTS: We expect the charts to be finalized by the end of February.  All purchasers will be e-mailed a PDF copy of each chart included in the Bundle once they are available.  It will then take 10 to 15 business days before the charts will be available to ship from the printers.  You will be notified once your charts have been shipped.

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