The 2024 Robert Keebler Chart Bundle
$395.00 – $695.00
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Get All 17 of Robert Keebler’s Updated 2024 Chartsfor 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), 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 17 of the following charts:
- 2024 Individual Tax Rate Threshold “Cheat Sheet” (three-sides)
- 2024 IRA Trust Client Summary Chart (one-sided)
- Section 199A Chart
- Top 10 Tax Planning Ideas for 2024 Chart
- 75 Best Income Tax Strategies in 2024 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
- Roth IRA Distribution Flowchart
- The Roth IRA Quadrants Chart
- Roth IRA Conversion Decision Chart
- IRA Payable to Trusts After the Secure Act Chart (one-sided)
- Traditional IRA RMD Flowchart Chart
All of these charts are updated for 2024 and are 11″ x 17″ .
WHAT DOES THIS BUNDLE INCLUDE?
This product includes all 17 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 2024 Robert Keebler Chart Bundle comes with:
- 2024 Individual Tax Rate Threshold “Cheat Sheet” (three-sides)
- 2024 IRA Trust Client Summary Chart (one-sided)
- Section 199A Chart
- Top 10 Tax Planning Ideas for 2024 Chart
- 75 Best Income Tax Strategies in 2024 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
- Roth IRA Distribution Flowchart
- The Roth IRA Quadrants Chart
- Roth IRA Conversion Decision Chart
- IRA Payable to Trusts After the Secure Act Chart(one-sided)
- Traditional IRA RMD Flowchart 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 for pre-order now* with our 2024 Robert Keebler Custom-Designed PDF Chart Bundle option. This package includes a 12-month license to utilize custom-designed PDF copy of all 16 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.
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