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Do you often wonder whether your practice is as cutting edge as it should be? Are your clients constantly asking you for creative planning ideas? If so, then be sure to get your own copy of this important new book by Bob Keebler that planning professionals across the country are talking about. For more information and to purchase the e-book 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

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



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

    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

    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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