“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”