With a Change in Administration,
It’s Clear that Change is Coming!
Will You Stay on Top of the
Newest Developments as They Occur?
With the change in Presidents and control of Congress, it’s clear that change is coming! There’s some serious changes being proposed in estate, gift, GST, and income tax laws. It’s more imperative than ever for estate planners to stay on top of these changes.
This is why we enlisted the help of nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. In the past, Bob put together a monthly teleconference, where he consolidated the latest important cases, rulings, and tax and estate planning changes, along with the planning strategies that result from these changes. But, we found that busy professionals like you couldn’t always attend the live calls or even find the time to listen to the recordings.
So, we’ve made it even simpler and more convenient for you!
In an effort to keep the estate planning community up-to-date and on top of all of these tax and planning changes, we are pleased to provide you…
The Robert Keebler Tax & Estate Planning
Bob and his team of experts at Keebler & Associates have agreed to put together a practical, “what you need to know” written bulletin, delivered to your e-mail inbox, for you to quickly review at your convenience.
Here are just a few of the benefits you’ll receive by signing up for this Monthly Bulletin:
- Up-to-date, summaries of the latest and pending tax changes
- Expert insight about how these changes can impact tax, financial, and estate planning for your clients
- Interim access to insider articles, briefings, podcasts and audio recordings when important and timely news hits between monthly editions
- Special promotions and offers on other of our Ultimate Estate Planner products and educational program
Why spend countless hours of your own time and energy to stay on top of all of the changes coming to the tax, financial, and estate planning world following the Tax Reform when you can have an expert do it for you?
Whether you’re an estate planning attorney, CPA, financial advisor or life insurance agent, you better be on top of it and be the first to advise your clients—or someone else will!
Click the “Details” tab for more information about available subscription options and to view a sample bulletin.
Each month, you will receive a Monthly Bulletin of anywhere from 5 to 8 pages (or more), chock full of important updates and invaluable content. There are some things you can’t get in audio format, such as charts and other diagrams.
This monthly bulletin will help you avoid having to sift through all of the different IRS rulings, court cases, tax law changes, etc. each month. You can now have Bob and his team consolidate this information and provide you any pertinent planning strategies that you may be able to use for your clients.VIEW SAMPLE BULLETIN
For monthly subscriptions, once you have subscribed for 12 months, your subscription moves to a month-to-month commitment and you can cancel your subscription at any time. For annual subscriptions, you can cancel your automatic annual renewal at any time. To cancel your subscription, send an e-mail to firstname.lastname@example.org.
Due to the nature of this product, no credits or refunds will be provided.
NOTE: The Ultimate Estate Planner, Inc. will do its best to accommodate any special requests from customers to assist with the successful delivery of the monthly updates. However, due to the various e-mail security settings of our customers, there may be delay or failure to receive e-mails from The Ultimate Estate Planner, Inc. in a timely fashion. It is not the responsibility of The Ultimate Estate Planner, Inc. to ensure receipt of e-mailed content. Failure to receive e-mails due to the customer’s e-mail security settings does not warrant a refund.