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

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.

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