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“The Top 10 Estate Planning Mistakes People Make” Free Report for Clients & Prospects
“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
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2022 Understanding the Net Investment Income Tax Chart
75 Best Income Tax Strategies in 2022 Chart
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The Robert Keebler Tax & Estate Planning Monthly Bulletin
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SECURE Act Summary
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Robert Keebler’s 2021 Tax Reform Client PowerPoint Presentation
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“Top 40 Tax Planning Opportunities for 2022” by Robert Keebler, CPA & Peter J. Melcher, J.D.
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INSTANT DOWNLOAD: “Everything You Need to Know About Prop 19” by Bruce Givner & Neda Barkhordar
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Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack
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Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM
The 2018 Tax Reform Survival Kit
Estate Planning Under The 2017 Tax Reconciliation Act by Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak
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Follow-Up Letter to No Sale Prospects & Clients
How to Successfully Market an Estate Planning Practice by Philip J. Kavesh
The Ultimate Estate Planning Seminar Marketing Starter Kit
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The Robert Keebler Tax & Estate Planning Monthly Bulletin
“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
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“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
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“Income Shifting Charitable Remainder Trust” White Paper
“Borrowing From Permanent Life Insurance Policies” White Paper
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“Roth IRA Conversions” White Paper
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“Bracket Management” White Paper
“Substantial Sale Charitable Remainder Trust (CRT)” White Paper
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IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian
“Trusts as S Corporation Shareholders” White Paper
“Capital Gain Harvesting” White Paper
The Optimal Basis Increase Trust (“OBIT”) Legal Document Form & Marketing Package
Step-By-Step Guide to The Client Referral Process
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Joint Exempt Step-Up Trust (“JEST”) Legal Document Form
Living Trust: Full Color Flow Charts
Living Trust: Trust Identification Card
Living Trust: Drafting Notes Summary Page
IRA Beneficiary Trust: Disclosure Form
IRA Beneficiary Trust: Client Intake Form for Drafting Plan
The Basic Living Trust Seminar Video by Philip J. Kavesh
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
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Seminar Discount Certificate
Seminar Appointment Booking Reminder Cards
Seminar Handout: Federal Estate Tax Chart
Seminar Handout: Uniform Distribution Table
Living Trust: Owner’s Manual Inserts & Coverpages
Living Trust: Client Intake Form for Drafting Plan
Post-Mortem Checklist for Standalone IRA Beneficiary Trusts
Trustee Duties Upon Trust Funding Acknowledgement
Co-Trustee Potential Conflict of Interest Disclosure & Consent
Acknowledgement of Information Given for Trustee Notification
Estate & Trust Administration Disclosure Form
Acknowledgement of Information Given for Portability
Estate Administration Client Agreement to Presence of Others at Meeting
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Estate Administration Fee Agreement
Divorce Checklist for Estate Planning Clients
Checklist for Reviewing Another Attorney’s Trust
Estate Planning Acknowledgement of Information Given
Estate Planning Engagement Letter
Family & Friends Disclosure; Husband & Wife Potential Conflict of Interest Disclosure & Consent Form
Estate Planning Client Agreement to the Presence of Others at Meeting
Estate Planning Questionnaire (Client with Trust/Existing Client)
Estate Planning Questionnaire (New Client)
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