As a member of The AAA-CPA Weekly Update, you will receive occasional messages from one of our sponsors. You may unsubscribe from The AAA-CPA Weekly Update sponsorship blasts by clicking here.

 

Don't see anything? Press here.

 

Dear Esteemed Colleague,

If you're looking for a simple or easy handout to use in front of clients and prospects to explain some of the most complex tax and retirement benefit planning strategies, then look no further.


Nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, has put together several charts on some of the most complex estate, financial and tax planning strategies out there and the PDF version of these charts are available to you for just $99 (a $100 saving!), but you must purchase the charts before the end of the day tomorrow! MORE INFO



Purchase all 14 of Bob Keebler’s charts for one special bundle price:

  • BRAND NEW—Section 199A Chart

  • Top 10 Tax Planning Ideas for 2018 Chart

  • 75 Best Income Tax Strategies in 2018 Chart

  • Generation Skipping Transfer Tax Chart

  • DrawDown Strategies Chart

  • Tax Asset Classes Chart (one-sided)

  • Bracket Management Chart

  • Capital Gains Harvesting Chart

  • Applying the 3.8% Net Investment Income Tax Chart

  • Understanding the Net Investment Income Tax Chart

  • Traditional IRA Distribution Flowchart

  • Roth IRA Distribution Flowchart

  • The Roth IRA Quadrants Chart

  • Roth IRA Conversion Decision Chart


  • Whether you’re an attorney, CPA, financial advisor, or life insurance agent, I consider the Robert Keebler Chart Bundle Package a ‘must-have’ for your tool kit. Bob Keebler has a unique talent for developing tools and practice aids that have allowed me to comprehend the most complex tax, financial and estate planning concepts, and articulate them to both clients and colleagues alike. For years, I have been on a quest for products such as these, and haven’t been able to find them anywhere else.

    Richard Burchill, CPA



    COURTESY OF



    1.866.754.6477 | info@ultimateestateplanner.com




    © 2018 The Ultimate Estate Planner, Inc. The contents of this e-mail are the copyrighted materials of The Ultimate Estate Planner, Inc. and is intended for informational purposes for estate, tax, accounting, financial and life insurance professionals. All rights reserved. This offer is only valid on purchases on the 2018 Robert Keebler Charts and Chart Bundle (PDF Only Version) and does not include the Custom-Designed Version. Laminated Charts and Custom-Designed PDF options are available for an additional cost during checkout. This promotion is only valid for purchases made between June 14 & 15, 2018. Offer automatically expires at 11:59pm Eastern Time on Friday, June 15, 2018. Not valid with any other discount or offer. No cash value. For this particular promotion, no refunds or money-back guarantees provided. All sales final.

    7701 Las Colinas Ridge, Ste. 800, Irving, TX 75063