“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

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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

The A to Z Guide to Seminar Marketing for Estate Planners

“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 Living Trust Seminar Marketing Package

The Roth IRA Quadrants Chart 2022

Roth IRA Conversion Decision Chart 2022

2022 Understanding the Net Investment Income Tax Chart

75 Best Income Tax Strategies in 2022 Chart

Top 10 Tax Planning Ideas for 2022 Chart

2022 Generation Skipping Transfer Tax Chart

2022 DrawDown Strategies Chart

2022 Tax Asset Classes Chart

2022 Bracket Management Chart

2022 Capital Gains Harvesting Chart

2022 Section 199A Chart

2022 Applying the 3.8% Net Investment Income Tax Chart

2022 Traditional IRA Distribution Chart

2022 Roth IRA Distribution Chart

Appleby IRA Quick Reference Guides

The Robert Keebler Tax & Estate Planning Monthly Bulletin

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.

2022 Robert Keebler Chart Bundle Package

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

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

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

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

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

Client Termination Letter Template

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

The Ultimate Practice-Building Library

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

“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

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The Ultimate Pet Trust Legal Document Form Package

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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