The Ultimate Estate Administration Procedures Training Package

EBOOK: “The Corporate Transparency Act” by Alan S. Gassman, J.D., LL.M., Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, and Chriseanna Mitchell

Properly Merge, Acquire & Sell a Practice Package

IRA Inheritance Trust® Legal Document Form Package

The Living Trust Seminar Marketing Package

E-BOOK: “A Proposed Hermeneutic for Designing the Appropriate Estate Planning Technique” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “The Swap Power in Usage in Grantor Trusts” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Defined Value Clauses in Estate Planning” by Paul Hood, J.D., LL.M. (Tax)

E-BOOK: “Family Business Succession Planning” by Paul Hood, J.D., LL.M. (Tax)

2024 Traditional IRA Distribution Chart

2024 IRA Trust Client Summary Chart

2024 Applying the 3.8% Net Investment Income Tax Chart

The Roth IRA Quadrants Chart 2024

2024 Capital Gains Harvesting Chart

2024 Individual Tax Rate Threshold “Cheat Sheet”

2024 Section 199A Chart

Top 10 Tax Planning Ideas for 2024 Chart

2024 DrawDown Strategies Chart

2024 Generation Skipping Transfer Tax Chart

2024 Bracket Management Chart

2024 Understanding the Net Investment Income Tax Chart

75 Best Income Tax Strategies in 2024 Chart

2024 IRA Payable to Trusts After the Secure Act Chart

2024 Tax Asset Classes Chart

2024 Roth IRA Distribution Chart

2024 Robert Keebler Chart Bundle Package

Coaching for Estate Planning Attorneys

The Ultimate Estate Planning Seminar Marketing Starter Kit

“Top 40 Tax Planning Opportunities for 2024” by Robert Keebler, CPA & Peter J. Melcher, J.D.

Ultimate Estate Planning Client Meeting Forms Bundle Package

Living Trust Forms Bundle Package

Estate Planning Forms Bundle Package

Estate Administration Forms Bundle Package

Estate Planning Client Questionnaires (3 Versions)

Estate Planning Questionnaire (New Client)

Living Trust: Owner’s Manual Inserts & Coverpages

Living Trust: Client Intake Form for Drafting Plan

Estate Planning Acknowledgement of Information Given

Living Trust: Drafting Notes Summary Page

Living Trust: Full Color Flow Charts

Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

Acknowledgement of Information Given for Portability

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

Living Trust: Trust Identification Card

Co-Trustee Potential Conflict of Interest Disclosure & Consent

Divorce Checklist for Estate Planning Clients

Estate & Trust Administration Disclosure Form

Estate Planning Questionnaire (Client with Trust/Existing Client)

Trustee Duties Upon Trust Funding Acknowledgement

Estate Administration Fee Agreement

Estate Administration Acknowledgement of Information Given

Checklist for Reviewing Another Attorney’s Trust

Estate Planning Client Agreement to the Presence of Others at Meeting

Acknowledgement of Information Given for Trustee Notification

Estate Administration Client Agreement to Presence of Others at Meeting

Estate Planning Engagement Letter

“The Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2024” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA

The A to Z Guide to Seminar Marketing for Estate Planners

“SECURE Act 2.0” White Paper Bundle Package

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

Roth IRA Conversion Decision Chart 2024

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

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

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

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

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

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

Client Termination Letter Template

Follow-Up Letter to No Sale Prospects & Clients

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

“Oil and Gas Investments” White Paper

“Roth IRA Conversions” White Paper

“Retirement Charitable Remainder Trust (CRT)” White Paper

“Bracket Management” White Paper

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

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

IRA Beneficiary Trust: Disclosure Form

IRA Beneficiary Trust: Client Intake Form for Drafting Plan

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

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