Ultimate Estate Planner
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Estate Planning
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Teleconferences
California’s New Retroactive Anti-Incomplete Gift Trust Statute
$149.00
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Managing a Successful Estate Planning Practice Through the Use of Metrics
$249.00
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Strategic & Tactical Roth Conversions After the SECURE Act
$149.00
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Recent Developments 2.0 Reimaged-Supercharged on Steroids
$349.00
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2023 Trust Decanting Update
$149.00
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How Sales to Grantor Trusts Can Benefit Your Clients in 2023
$149.00
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Best of the Best: The Very Best Tax Planning Ideas in 2023
$149.00
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Enhancing American Retirement Now: The EARN Act (AKA SECURE 2.0)
$149.00
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2022 Year-End Planning and 2023 Income Tax Planning
$149.00
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The Wild, Wild West of Estate Planning: Estate Planning for Unmarried Couples
$149.00
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Home
Education
Instant Download Programs
Practice-Building Series
In-Person Events
About the Speakers
Industry Events
Books
White Papers
For Attorneys
The Ultimate Level™ (2-Day Event)
Practice-Building
Marketing
Coaching & Consulting
Legal & Technical
White Papers
Books
Free Resources
For CPAs
Education
Bob Keebler Monthly Bulletin
Tax Planning 101
Charts for Clients
Calculators & Software
White Papers
Books
Free Resources
For Financial Advisors
Education
Charts for Clients
Working with Estate Planning Attorneys
Sell More Life Insurance
White Papers
Free Resources
FREE CONSULTATION