The Top 40 Tax Planning Opportunities For 2021

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.

Laminated Charts

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.

Code Section 199A - the Qualified Business Income Deduction E-Book

One of the most important and potentially valuable provisions of the Tax Cuts and Jobs Act (TCJA) is the Code Section 199A 20% deduction for the qualified business income (QBI) of non-corporate taxpayers. You may think you understand this highly complex material, but until you’ve read this material and listened to Bob’s discussion of it, you haven’t mastered it – as you will have when you’ve finished!

For more information and to purchase the e-book please click here.

Phil Kavesh’s IRA Inheritance Trust® Legal Document Form & Training Package

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

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IRA Trust Calculator

The Stand-Alone Inherited IRA Trust Calculator, created by Robert S. Keebler, CPA/PFS, 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.

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