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

$29.00
(additional payment options available)
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Joint Exempt Step-Up Trust (“JEST”) Legal Document Form

$1,495.00
(additional payment options available)
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The Personal Asset Trust Package

The Personal Asset Trust Package
$4,995.00
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Private Group, Club & Organization Seminar Training Package

$495.00
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“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2023” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

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Estate Planning for Physicians Seminar Marketing Package

$995.00
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Personal Consultation with Attorney Philip Kavesh

$3,495.00
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How to Write a Proper Business Letter

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“The Top 10 Estate Planning Mistakes People Make” Free Report for Clients & Prospects

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

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“Managing IRC 199A Limitation Amounts” White Paper

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

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

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

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“Qualified Small Business Stock” White Paper

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“Opportunity Zones” White Paper

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“Puerto Rico Tax Incentives” White Paper

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“Timing the NQSO Exercise Decision” White Paper

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“Cost Segregation” White Paper

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The A to Z Guide to Seminar Marketing for Estate Planners

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“Domestic Asset Protection Trust (DAPT)” White Paper

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“Two-Year Installment Sale Strategy” White Paper

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“Capital Harvesting Losses” White Paper

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Flexible Irrevocable Trust Legal Document Form Package

$1,495.00
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Successor Trustee Seminar Package

$1,295.00
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Successor Trustee Manual Package

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The Living Trust Seminar Marketing Package

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The Roth IRA Quadrants Chart 2022

$50.00
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Roth IRA Conversion Decision Chart 2022

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2022 Understanding the Net Investment Income Tax Chart

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75 Best Income Tax Strategies in 2022 Chart

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Top 10 Tax Planning Ideas for 2022 Chart

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2022 Generation Skipping Transfer Tax Chart

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2022 DrawDown Strategies Chart

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2022 Tax Asset Classes Chart

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2022 Bracket Management Chart

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2022 Capital Gains Harvesting Chart

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2022 Section 199A Chart

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2022 Applying the 3.8% Net Investment Income Tax Chart

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2022 Traditional IRA Distribution Chart

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2022 Roth IRA Distribution Chart

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Appleby IRA Quick Reference Guides

$149.00
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The Robert Keebler Tax & Estate Planning Monthly Bulletin

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Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

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Seminar Marketing Consultation

$995.00
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SECURE Act Summary

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2022 Customizable Client IRA Calendar & Deadlines

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2022 IRA Fact Sheet

$49.00
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The 2021 Tax Reform Client Letter & Marketing Piece

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The Ultimate Employee Handbook

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Robert Keebler’s 2021 Tax Reform Client PowerPoint Presentation

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Client 3-Year Review Marketing Package

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“Top 40 Tax Planning Opportunities for 2023” by Robert Keebler, CPA & Peter J. Melcher, J.D.

$159.00
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2022 Robert Keebler Chart Bundle Package

$499.00
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INSTANT DOWNLOAD: “Recession-Proof Your Practice—Best Practices to Survive Tough Times”

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INSTANT DOWNLOAD: “What Advisors Need To Know Now About the NEW Coronavirus Relief Bill”

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INSTANT DOWNLOAD: “How to Set Your Fees”

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Phil Kavesh’s SECURE Act Seminar Presentation & Marketing Package

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BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages

BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages
$7,995.00
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COVID-19 Forms Package

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IRA Inheritance Trust® Legal Document Form Package

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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

$159.00
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Robert Keebler’s SECURE Act Client PowerPoint Bundle Pack

$149.00
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The Ultimate 199A Bundle Package

The Ultimate 199A Bundle Package
$495.00
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Coaching for Estate Planning Attorneys

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

$159.00
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The 2018 Tax Reform Survival Kit

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

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Properly Merge, Acquire & Sell a Practice Package

$795.00
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VOLUME 1, BOOK 3: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates

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VOLUME 1, BOOK 2: 10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff

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VOLUME 1, BOOK 1: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!

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Client Termination Letter Template

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Follow-Up Letter to No Sale Prospects & Clients

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

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The Ultimate Estate Planning Seminar Marketing Starter Kit

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The Ultimate Practice-Building Library

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The Robert Keebler Tax & Estate Planning Monthly Bulletin

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

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“Trusts Named As IRA Beneficiaries” White Paper

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“S-Election to Save Employment Taxes” White Paper

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“Trust Decanting” White Paper

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“Spousal Limited Access Trusts (SLAT)” White Paper

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

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“Dynasty Trust” White Paper

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“Grantor Retained Annuity Trust (GRAT)” White Paper

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“Intra-Family Loans” White Paper

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

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

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

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“Captive Insurance Companies” White Paper

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

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“Tax-Aware Investing” White Paper

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“Family Limited Partnership (FLP)” White Paper

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“Income Shifting Charitable Remainder Trust” White Paper

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“Borrowing From Permanent Life Insurance Policies” White Paper

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“Nonqualified Tax Deferred Annuities” White Paper

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Ultimate Estate Planning Client Meeting Forms Bundle Package

$249.00
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“Oil and Gas Investments” White Paper

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“Roth IRA Conversions” White Paper

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“Retirement Charitable Remainder Trust (CRT)” White Paper

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Living Trust Forms Bundle Package

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Estate Planning Forms Bundle Package

$129.00
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Estate Administration Forms Bundle Package

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“Bracket Management” White Paper

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

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Estate Planning Client Questionnaires

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IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

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“Trusts as S Corporation Shareholders” White Paper

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“Capital Gain Harvesting” White Paper

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The Optimal Basis Increase Trust (“OBIT”) Legal Document Form & Marketing Package

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Step-By-Step Guide to The Client Referral Process

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The Step-By-Step System for Setting Up Wholesale Seminars & Advisor Events

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Living Trust: Full Color Flow Charts

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Living Trust: Trust Identification Card

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Living Trust: Drafting Notes Summary Page

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IRA Beneficiary Trust: Disclosure Form

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IRA Beneficiary Trust: Client Intake Form for Drafting Plan

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The Basic Living Trust Seminar Video by Philip J. Kavesh

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IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

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Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

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

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Trust Protector Exercise of Power to Limit Potential Beneficiaries

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Seminar Response Form

Seminar Response Form
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Seminar Discount Certificate

Seminar Discount Certificate
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Seminar Appointment Booking Reminder Cards

Seminar Appointment Booking Reminder Cards
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Seminar Handout: Federal Estate Tax Chart

Seminar Handout: Federal Estate Tax Chart
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Seminar Handout: Uniform Distribution Table

Seminar Handout: Uniform Distribution Table
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Living Trust: Owner’s Manual Inserts & Coverpages

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Living Trust: Client Intake Form for Drafting Plan

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Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

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Trustee Duties Upon Trust Funding Acknowledgement

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Co-Trustee Potential Conflict of Interest Disclosure & Consent

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Acknowledgement of Information Given for Trustee Notification

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Estate & Trust Administration Disclosure Form

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Acknowledgement of Information Given for Portability

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Estate Administration Client Agreement to Presence of Others at Meeting

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Estate Administration Acknowledgement of Information Given

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Estate Administration Fee Agreement

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Divorce Checklist for Estate Planning Clients

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Checklist for Reviewing Another Attorney’s Trust

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Estate Planning Acknowledgement of Information Given

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Estate Planning Engagement Letter

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

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Estate Planning Client Agreement to the Presence of Others at Meeting

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Estate Planning Questionnaire (Client with Trust/Existing Client)

Estate Planning Questionnaire (Client with Trust/Existing Client)
$29.99
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Estate Planning Questionnaire (New Client)

Estate Planning Questionnaire (New Client)
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Grantor Retained Annuity Trusts Made Simple Continuing Education Seminar Marketing Package

Grantor Retained Annuity Trusts Made Simple Continuing Education Seminar Marketing Package
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The ABC’s of ILITs Continuing Education Seminar Marketing Package

The ABC’s of ILITs Continuing Education Seminar Marketing Package
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The Little-Known “Capital Gains Bypass Trust” Continuing Education Seminar Marketing Package

The Little-Known “Capital Gains Bypass Trust” Continuing Education Seminar Marketing Package
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Everything You Need to Know About QPRTs Continuing Education Seminar Marketing Package

Everything You Need to Know About QPRTs Continuing Education Seminar Marketing Package
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The Top 22 Overlooked Uses of Life Insurance Continuing Education Seminar Marketing Package

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

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Understanding the Net Investment Income Tax Handout

$9.95
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The Top 10 Pre & Post-Mortem Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package

The Top 10 Pre & Post-Mortem Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
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The Top 10 IRA Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package

The Top 10 IRA Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package
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Estate Planning 101 Continuing Education Seminar Marketing Package

Estate Planning 101 Continuing Education Seminar Marketing Package
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The Ultimate Pet Trust Legal Document Form Package

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The Ultimate Pet Trust Seminar Marketing Package

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Surtax Checklist for Individuals

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Net Investment Income Tax (“NIIT”) Calculator

Net Investment Income Tax (“NIIT”) Calculator
$199.00
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Estate Planning for Rental Real Estate Owners Seminar Marketing Package

Estate Planning for Rental Real Estate Owners Seminar Marketing Package
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Personal Residence Trust Client Seminar Marketing Package

Personal Residence Trust Client Seminar Marketing Package
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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 – Southern CA Purchaser
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The Top 10 Estate Planning Mistakes Living Trust Seminar Marketing Package

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  • Home
  • Education
    • On-Demand Programs
    • Instant Downloads
    • Practice-Building Series
    • In-Person Events
    • About the Speakers
    • Industry Events
    • Books
    • White Papers
  • For Attorneys
    • The Ultimate Level™ (2-Day Event)
    • Practice-Building
    • Marketing
    • Coaching & Consulting
    • Legal & Technical
    • White Papers
    • Books
    • Free Resources
  • For CPAs
    • Education
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    • Calculators & Software
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