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Tax Planning Opportunities After ATRA: Tax Rate Evaluator

Author: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Stephen J. Bigge, CPA, CSEP
Peter J. Melcher, MBA, JD, LLM
Christopher W. Schuler, MBA
Matthew D. Brehmer, JD
Tyler J. Schelke



The tax and estate planning landscape has changed and so must the way you navigate clients through 2014.  For more information on this new product, please click here.    


Keebler & Associates, LLP has designed a wide variety of charts to help you help your clients. Your purchase of any of the charts include an immediate download of the PDF file of the chart, plus a laminated, full-color print of the chart.  Custom designed charts are also available at an additional cost. For more information on these materials, please click here

Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics

Author: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Stephen J. Bigge, CPA, CSEP
Peter J. Melcher, MBA, JD, LLM
Christopher W. Schuler, MBA
Matthew D. Brehmer, JD
Tyler J. Schelke


Estate planning attorney, Philip Kavesh, developed the IRA Inheritance Trust®, which became one of the biggest breakthroughs in estate planning in the past few years.  This trust strategy, which effectively is described as a "Living Trust for an IRA"SM, is a standalone trust instrument for IRAs, 401(k)'s and other retirement assets.  It was not only created to provide better estate planning options for retirement assets, but with the assistance of Keebler & Associates, LLP, was approved by the Internal Revenue Service in Private Letter Ruling 200537044 back in 2005.

For more information click here


Tax Planning After the Healthcare Surtax: Tools, Tips, and Tactics

The Medicare surtax will affect your clients in 2013 and beyond, but there are things that you can do to protect your clients’ interests and mitigate the effects that the surtax has on your clients and their estates.

  • Application of the 3.8% surtax to business entities
  • Application of the 3.8% to real estate including the self-rental provisions
  • The difference between real estate professionals and real estate provisions in the trade or business of real estate
  • The new 3.8% tax on estate and trust income over $12,000 and what to do about it
  • Gains on funding trusts and estates
  • Timing of trust and estate distributions
  • Proper investments to avoid the surtax
  • Income shifting, installment sales, charitable remainder trusts, charitable lead trusts and more!

In addition to an explanation of the issues, Tax Planning After the Healthcare Surtax provides a variety of tools, including:

  • Client letters for the following situations
    • Individual clients
    • Estates and trusts
  • Checklists for the following situations
    • Individual checklist
    • Estate and trust checklist
  • PowerPoints
    • Individual clients – overview of the surtax including quantitative examples
    • Estates and trusts – teaching clients about the surtax
  • Charts and flowcharts
    • Healthcare chart with examples and summary of the law
    • Healthcare flowchart to test and planning for the surtax
  • A downloadable (PDF) book packed with citations, explanations and examples

Order here


2012 Estate Planning Book

Available in hard copy or electronic format
To order a hard copy of this book please click here


To order a PDF copy of the book, please click add to cart to the right or call 1-866-754-6477


Bob Keebler’s Monthly Tax Analysis And Explanation

Backed by a team of tax professionals at Keebler & Associates, LLP, Bob Keebler explains income and estate tax strategies as well as IRA rules creates in a monthly slide presentation. Keebler makes complexities understandable. After listening to Keebler deliver the presentation online, you'll be able conversant in the topic.

You can use the slides as the basis for your own webinars seminars, newsletters, blog posts, and social media content.

Creating original content for high-net-worth individuals (HNWIs) and ultra-HNWIs you target is crucial to success in search engine optimization and social media marketing.

Available through Advisor Products Website

$300 per year

Preparing Your Client for the 2013 Tax Increases: Tools, Tips and Tactics

Multimedia: Massive tax changes are on the horizon for your clients in 2013, but there are things you can do now to protect your clients’ interests and preserve their assets. Help your clients develop solid scenario plans that take into account:
  • Capital gain harvesting
  • Shifting income
  • Roth IRA conversions
  • Planning for the health care surtax
  • Exercising stock options
  • Deferred compensation benefits

In addition to an explanation of the issues, the toolkit provides a variety of multimedia tools, including: 

  • Quick reference charts
  • Gain harvesting calculator in Excel
  • A PowerPoint presentation to educate clients
  • A video with Bob Keebler explaining what you can do now in light of the 2013 tax changes
  • A downloadable (PDF) book detailing the 2013 tax implications for your clients

Available through the AICPA Website

Discounts available for AICPA and PFP section members

Book: Extensive Examples Pertaining to Roth IRAs- a great tool to aid in the comprehensive and expansive rules related to Roth IRA contributions and conversions
CS Hotline

$24.95 + $1.75 S&H

Book: Current Roth Investment Regulations and Investment strategies reccomended by the AICPA

Available Through AICPA Website

$111.25 Non Member
$89.00 AIPCA Member Price

CD-ROM: The Small Businesses Job Act of 2010 includes a series of small business proposals that businesses can benefit from immediately. This CD-ROM summarizes and analyzes the new law, highlighting the major provisions that impacts both individuals and businesses.

Available Through AICPA Website

$73.75 Non-Member
$59.00 Member Price

CD-ROM: The Tax Relief and Job Creation Act of 2010 includes opportunities and potential pitfalls for both individuals and businesses. These multimedia explanations accompanied with analysis of the law will give you valuable advice to offter your clients about tax planning.

Available Through AICPA Website

$61.25 Non-Member
$49.00 AICPA Member Price

CCH Carryover Basis Answers

Guide: CCH Now offers the most comprehensive resource for guiding tax professionals  and estate practicioners through the complexities of the carryover basis.  Complying with the complex federal estate tax rules can be daunting in any given year, but getting a firm grasp of the modified carryover basis rules can now be simplified with this guide from CCH.
Available Through CCH Website

Irrevocable Trusts

Book: Let Robert A. Esperti, Renno L. Peterson, and Robert S. Keebler, three of the nation's leading experts on estate planning, walk you through a step-by-step demonstration of the uses and applications of irrevocable trusts, with full citations to controlling authorities.

Available Through Thomson Reuters Website


Avisors4Advisors Webinars and Blogs

Webinar/Blogs: Robert Keebler has  recorded several webinars and maintains a blog for Advisors4Advisors, a practice management website for independent financial advisors.

Available Through Advisors4Advisors Website

Varies by Membership Price

Self Study and On Demand Webinars

Webinar: Informative Webinars Taught By Robert Keebler

Available Through Advisors4Advisors Website

Varies by Membership Price

The Carryover Basis: The Essentials

Book: A user-friendly resource designed to simplify compliance with the carryover basis rules by executors and their practitioner advisors. It will guide executors and their advisors through the labyrinth of the carryover basis rules and its inherent pitfalls.

Available through the CCH Website


Self Study, Webcasts, and Seminars

Available through the Western CPE Website

Price varies

IRA Trust Calculator

The Stand-Alone Inherited IRA Trust Calculator, created by Robert S. Keebler, CPA, MST, provides tables, charts and graphs and also a report that can be customized with your firm's name along with your client's specific situation. You will be able to provide reports in a highly customized, multi-color format.

Available through WealthCounsel.com

Stand-Alone Inherited IRA Trust Calculator
$395.00 Member Price
$495.00 Regular Price

IRA Trust Calculator plus 2-Hour Training Webcast
$595.00 Member Price
$695.00 Regular Price

IRAs Payable to Trusts

Multimedia: In this course Lew Dymond and Robert Keebler cover everything the estate planning lawyer needs to know about IRAs payable to WealthCounsel’s Standalone IRA Trust. Bob covers the theory of income tax, estate and asset protection planning and Lew covers the actual “hands on” drafting of the trust. Save $50 when ordering as a set!

Available through WealthCounsel.com

IRAs payable to Trusts - Complete Set of 4

IRAs payable to Trusts - Parts 1, 2, or 3
$100.00 each

IRAs payable to Trusts - Part 4
$100.00 Members Only

Customized Roth IRA Conversion Decision Chart

Chart: This is the tool that hundreds of thousands of professionals - estate planning attorneys, CPAs, accountants, financial advisors, and enrolled agents - have all been waiting for! A simple, easy-to-use resource to be able to reference when meeting with clients to help determine if the Roth Conversion is right for your clients. We are pleased to present Robert Keebler's Exclusive "Roth IRA Conversion Decision Chart"!

Available through WealthCounsel.com

Customized Roth IRA Conversion Decision Chart
$28.00 Members Only

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