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 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
Phil Kavesh’s SECURE Act Seminar Presentation & Marketing Package
BUNDLE PACKAGE: The Personal Asset Trust & IRA Inheritance Trust® Legal Document Form Packages
