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”

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

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

Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM

Estate Planning Under The 2017 Tax Reconciliation Act by Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak

Client Termination Letter Template

Follow-Up Letter to No Sale Prospects & Clients

The Ultimate Practice-Building Library

IRA Beneficiary Trust: Acknowledgement to Contact IRA Custodian

The Optimal Basis Increase Trust (“OBIT”) Legal Document Form & Marketing Package

Step-By-Step Guide to The Client Referral Process