The A to Z Guide to Seminar Marketing for Estate Planners
The Living Trust Seminar Marketing Package
“SECURE Act 2.0” White Paper Bundle Package
How to Successfully Market an Estate Planning Practice by Philip J. Kavesh
2023 IRA Trust Client Summary Chart
2023 Individual Tax Rate Threshold “Cheat Sheet”
The Robert Keebler Tax & Estate Planning Monthly Bulletin
“The 9 Phases of an Estate Administration” Flyer by E. Lawrence Brock, J.D.
Joint Exempt Step-Up Trust (“JEST”) Legal Document Form
The Personal Asset Trust Package
Private Group, Club & Organization Seminar Training Package
“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2023” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
Estate Planning for Physicians Seminar Marketing Package
Personal Consultation with Attorney Philip Kavesh
How to Write a Proper Business Letter
“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
“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
Flexible Irrevocable Trust Legal Document Form Package
Successor Trustee Seminar Package
Successor Trustee Manual Package
The Roth IRA Quadrants Chart 2023
Roth IRA Conversion Decision Chart 2023
2023 Understanding the Net Investment Income Tax Chart
75 Best Income Tax Strategies in 2023 Chart
Top 10 Tax Planning Ideas for 2023 Chart
2023 Generation Skipping Transfer Tax Chart
2023 DrawDown Strategies Chart
2023 Tax Asset Classes Chart
2023 Bracket Management Chart
2023 Capital Gains Harvesting Chart
2023 Section 199A Chart
2023 Applying the 3.8% Net Investment Income Tax Chart
2023 IRA Payable to Trusts After the Secure Act Chart
2023 Roth IRA Distribution Chart
Appleby IRA Quick Reference Guides
Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package
Seminar Marketing Consultation
SECURE Act Summary
2022 Customizable Client IRA Calendar & Deadlines
2022 IRA Fact Sheet
The 2021 Tax Reform Client Letter & Marketing Piece
The Ultimate Employee Handbook
Robert Keebler’s 2021 Tax Reform Client PowerPoint Presentation
Client 3-Year Review Marketing Package
“Top 40 Tax Planning Opportunities for 2023” by Robert Keebler, CPA & Peter J. Melcher, J.D.
2023 Robert Keebler Chart Bundle Package
INSTANT DOWNLOAD: “What Advisors Need To Know Now About the NEW Coronavirus Relief Bill”
INSTANT DOWNLOAD: “How to Set Your Fees”
Phil Kavesh’s SECURE Act Seminar Presentation & Marketing Package
BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages
COVID-19 Forms Package
IRA Inheritance Trust® Legal Document Form 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
Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack
The Ultimate 199A Bundle Package
Coaching for Estate Planning Attorneys
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
Properly Merge, Acquire & Sell a Practice Package
Client Termination Letter Template
Follow-Up Letter to No Sale Prospects & Clients
The Ultimate Estate Planning Seminar Marketing Starter Kit
The Ultimate Practice-Building Library
“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
Ultimate Estate Planning Client Meeting Forms Bundle Package
“Oil and Gas Investments” White Paper
“Roth IRA Conversions” White Paper
“Retirement Charitable Remainder Trust (CRT)” White Paper
Living Trust Forms Bundle Package
Estate Planning Forms Bundle Package
Estate Administration Forms Bundle Package
“Bracket Management” White Paper
“Substantial Sale Charitable Remainder Trust (CRT)” White Paper
Estate Planning Client Questionnaires
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
The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events
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
Seminar Response Form
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
Estate Administration Acknowledgement of Information Given
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)
Grantor Retained Annuity Trusts Made Simple Continuing Education Seminar Marketing Package
The ABC’s of ILITs Continuing Education Seminar Marketing Package
The Little-Known “Capital Gains Bypass Trust” Continuing Education Seminar Marketing Package
Everything You Need to Know About QPRTs Continuing Education Seminar Marketing Package
The Top 22 Overlooked Uses of Life Insurance Continuing Education Seminar Marketing Package
“How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper
Understanding the Net Investment Income Tax Handout
The Top 10 Pre & Post-Mortem Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
The Top 10 IRA Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
Estate Planning 101 Continuing Education Seminar Marketing Package
The Ultimate Pet Trust Legal Document Form Package
The Ultimate Pet Trust Seminar Marketing Package
Surtax Checklist for Individuals
Net Investment Income Tax (“NIIT”) Calculator
Estate Planning for Rental Real Estate Owners Seminar Marketing Package
Personal Residence Trust Client Seminar Marketing Package
The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package – Southern CA Purchaser
The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package