Successor Trustee Seminar Package
Successor Trustee Manual Package
The Living Trust Seminar Marketing Package
The Roth IRA Quadrants Chart
Roth IRA Conversion Decision Chart
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 Ultimate IRA Guide: A Compilation of IRA Reference Guides for 2022” by Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA
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 2022” by Robert Keebler, CPA & Peter J. Melcher, J.D.
INSTANT DOWNLOAD: “The American Rescue Plan Act of 2021: What the Sophisticated CPA, Financial Advisor and Lawyer Needs to Know!”
2022 Robert Keebler Chart Bundle Package
INSTANT DOWNLOAD: “Life Settlements: Unlocking Hidden Value in Life Policies for Your Clients”
INSTANT DOWNLOAD: “Recession-Proof Your Practice—Best Practices to Survive Tough Times”
INSTANT DOWNLOAD: “Tax Planning Opportunities Following Georgia Senate Results” by Jonathan G. Blattmachr, Robert S. Keebler & Martin M. Shenkman
INSTANT DOWNLOAD: “What Advisors Need To Know Now About the NEW Coronavirus Relief Bill”
INSTANT DOWNLOAD: “Everything You Need to Know About Prop 19” by Bruce Givner & Neda Barkhordar
INSTANT DOWNLOAD: “How to Set Your Fees”
INSTANT DOWNLOAD: “The Top 10 Year-End Practice-Building & Marketing Ideas of 2020” by Kristina Schneider
INSTANT DOWNLOAD: “How to Set Up Successful Estate Planning Webinars: Best Practices for Better Results” by Kristina Schneider
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
INSTANT DOWNLOAD: Loan Forgiveness Regulations, PPP Bill in Congress, Audit and Appeals Regulations
INSTANT DOWNLOAD: PPP Loan Forgiveness: Understanding, Applying and Planning for the Just Released Form and Instructions
INSTANT DOWNLOAD: Important SBA Update & Critical Fraud Warning
INSTANT DOWNLOAD: What You Need to Know About the Paycheck Protection Program
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
The Personal Asset Trust Package
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
Personal Consultation with Attorney Philip 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
“Portability” 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
The Single Member LLC (“SMLLC”) Document Form Package
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 Portability Calculator
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
Joint Exempt Step-Up Trust (“JEST”) Legal Document Form
Flexible Irrevocable Trust Legal Document Form Package
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)
Corporate & Private Group Seminar Training Package
The A to Z Guide to Seminar Marketing for Estate Planners
“The Top 10 Estate Planning Mistakes People Make” Free Report for Consumers
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
“Post-ATRA: Comparing the Pros & Cons of Portability vs. ‘B’ Funding” White Paper
“The Perils of Portability” White Paper by Robert Moshman, Esq.
“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 Physicians Seminar Marketing Package
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