E-BOOK: “Top 40 Tax Planning Opportunities for 2025” by Robert Keebler & Peter Melcher

Tax Planning in 2025 is More Complex
Than Ever—Are You Ready?

The rules are shifting. Tax laws are evolving. And your clients are looking to you for guidance.

Whether you’re a CPA, financial advisor, estate planner, or tax attorney, you know that navigating beyond the basics—like the Living Trust—isn’t just about compliance. It’s about delivering proactive, value-added strategies that protect your clients’ wealth and elevate your practice.

Introducing the 2025 Edition of “The Top 40 Tax Planning Opportunities” by nationally renowned experts Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) and Peter J. Melcher, J.D., MBA, LL.M.

This isn’t just an update—it’s a strategic overhaul that reflects the latest legislative, regulatory, and planning developments that matter right now.

What’s New in 2025?

While we’re not spilling all 40 strategies here (you’ll need to grab your copy!), here’s a sneak peek at some broad enhancements:

• Brand-new strategies that address the latest IRS rulings, tax court decisions, and pending sunsets of key provisions.

• Expanded planning techniques for high-net-worth individuals navigating income smoothing, wealth transfers, and business entity optimization.

• Refinements to popular 199A planning strategies, trust design, and advanced income-shifting opportunities.

• Retooled and replaced sections to reflect the realities of 2025—including updated numbers, examples, and planning thresholds.

“This book is fantastic! I’ve been able to take chapters and pages from it and use it right as client handouts. I’ve also been able to take a lot of the concepts in Bob’s book and create a brand new seminar out of it!”

— Philip Kavesh, J.D., LL.M. (Taxation), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law

Here’s Why Professionals Keep Coming Back Every Year:

✅ Actionable client-ready insights
✅ Concise summaries with examples
✅ Categories include bracket management, income shifting, NIIT planning, and more
✅ Immediate delivery in printable Adobe® PDF format
✅ Unlimited office-wide use—one price, full access

Make 2025 your most tax-efficient year yet.
Get the strategies. Guide your clients. Grow your practice.

🔽 Download Your Copy Today

You’ll receive instant access to a full-color, searchable PDF file you can print, annotate, and share across your office.