Section 199A E-Book: “Qualified Business Income Deduction” by Robert S. Keebler, CPA & Peter J. Melcher, JD, MBA, LLM

The 2018 Tax Reform Survival Kit

Estate Planning Under The 2017 Tax Reconciliation Act by Martin M. Shenkman, Jonathan G. Blattmachr & Joy Matak

The Personal Asset Trust Package

Successful Initial Client Interview & Appointment Closing Tips Training & Forms Package

Properly Merge, Acquire & Sell a Practice Package

The 2012 LLC Marketing & Sales Kit

The 2012 Completed Gift DAPT Marketing & Sales Kit

The 2012 Installment Sale Marketing & Sales Kit

The 2012 DAPT Marketing & Sales Kit

The 2012 Dynasty Trust Marketing & Sales Kit

The 2012 GRAT Marketing & Sales Kit

“How to Explain & Sell More Dynasty Trusts” CD

“How to Explain & Sell More Domestic Asset Protection Trusts” CD

“How to Explain & Sell More Completed Gift DAPTs” CD

“How to Explain & Sell Installment Sales to an Income Tax Defective Dynasty Trust” CD

“How to Explain & Sell More LLCs” CD

VOLUME 1, BOOK 3: The 10 Steps You Need to Know to Find, Hire, Train, Manage & Keep Great Associates

VOLUME 1, BOOK 2: 10 Steps to Successfully Finding, Hiring, Training & Managing Excellent Support Staff

VOLUME 1, BOOK 1: Establish a Firm Customer Service Process and See Your Profits (and Quality of Life) Dramatically Improve!