2023 Bracket Management Chart
2023 Capital Gains Harvesting Chart
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
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”