2020 Robert Keebler Chart Bundle Package

Get All 14 of Robert Keebler’s Updated 2020 Charts
for One Special Bundle Price

If you’re looking for a simple or easy handout to use in front of clients and prospects to explain some of the most complex tax and retirement benefit planning strategies, then look no further.

Nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, has put together several charts on some of the most complex estate, financial and tax planning strategies out there and they’re now available for you!

With this special Chart Bundle Package, you will receive all 14 of the following charts:

VIEW SAMPLES

All of these charts have been updated for 2020—including relevant charts for the groundbreaking SECURE Act!—and are 11″ x 17″ and two-sided (except for one).

You can choose between the PDF copy only for $249.  Or, you can order the Laminated Charts, which includes the PDF copies, as well as one(1) full-color, full-size, laminated printed set of these charts shipped out to your office for one payment of regularly $499!

WHAT DOES THIS BUNDLE INCLUDE?

This product includes all 14 of Robert Keebler’s Charts, which are great resources for you, your clients, and your entire office!  With this bundle, you can choose either to receive the PDF files, or you can also purchase the full-color laminated copy of each 11″ x 17″ chart (which also includes a PDF download of each chart).

The 2020 Robert Keebler Chart Bundle comes with:

  • Section 199A Chart
  • Top 10 Tax Planning Ideas for 2020 Chart
  • 75 Best Income Tax Strategies in 2020 Chart
  • Generation Skipping Transfer Tax Chart
  • DrawDown Strategies Chart
  • Tax Asset Classes Chart (one-sided)
  • Bracket Management Chart
  • Capital Gains Harvesting Chart
  • Applying the 3.8% Net Investment Income Tax Chart
  • Understanding the Net Investment Income Tax Chart
  • Traditional IRA Distribution Flowchart
  • Roth IRA Distribution Flowchart
  • The Roth IRA Quadrants Chart
  • Roth IRA Conversion Decision Chart

CUSTOM-DESIGNED PDFs AVAILABLE*

We have several firms who wish to brand these charts to their own companies so that they may be able to distribute them to clients and other professional referral sources.  We are pleased to make this available now* with our 2020 Robert Keebler Custom-Designed PDF Chart Bundle option.  This package includes a 12-month license to utilize custom-designed PDF copy of all 14 charts, which someone from our office will personally work with you to design (which may include your firm’s name, logo, and contact information).  Option to add this custom design is available during the checkout process.

*Custom Design Fee applies.

Reviews

  1. David L. Zalles, CPA

    The laminated charts are GREAT, and the convenience of the pdf is really appreciated so I can use them selectively with clients.

  2. Richard Burchill, CPA

    Whether you’re an attorney, CPA, financial advisor, or life insurance agent, I consider the Robert Keebler Chart Bundle Package a ‘must-have’ for your tool kit.

    Bob Keebler has a unique talent for developing tools and practice aids that have allowed me to comprehend the most complex tax, financial and estate planning concepts, and articulate them to both clients and colleagues alike.

    For years, I have been on a quest for products such as these, and haven’t been able to find them anywhere else.

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