Educational Opportunities

2-Part Webinar Series with Robert S. Keebler - Planning After the DOMA Decision

How Do You Now Plan for Married and Unmarried Same-Sex Couples After the Supreme Court Decision?

Back on June 26th, the U.S. Supreme Court struck down the federal Defense of Marriage Act (“DOMA”), enabling married same-sex couples to enjoy the same legal rights as heterosexual married couples. But, exactly how far-reaching is the impact of this new court decision?

As an estate planning professional - - whether you’re an attorney, CPA, or financial advisor - you need to know the impact that this decision has on the following:

  • Income Tax Planning Issues including its impact on joint tax returns, amended income tax returns, income tax returns beyond the statute of limitations, rollover IRAs at death, Section 1041 and divorce
  • Estate & Gift Tax Planning including inter vivos gifts, amended gift tax returns, gift tax returns beyond the statute of limitations, portability, spousal rollovers, beneficiary designations, ERISA and REA, CP issues and marital agreements
  • Planning in states that have “marriage equivalents” (like domestic partnership and civil unions) or “forced marriage” (for long-term co-habitants)
  • The non-tax issues (government benefits, etc.) you should address when advising couples on their marriage decision (whether or not they reside in a state that allows same-sex marriage)
  • What happens (and must be planned for) when property rights are first determinedin a state permitting marriage and then the couple moves to a non-recognition state
  • The role of Pre-Marital Agreements and what are the drafting issues you must address
  • Living Trust (and Will) drafting issues and how to address them
  • PLUS, as a special bonus, these California-specific issues (to be discussed at the end of the call):
How Separate Property and Community Property must now be handled
The little-known Property Tax reassessment problems and how to avoid them


In July, nationally renowned tax authority, Robert S. Keebler, CPA, MST, AEP (Distinguished) presented Part I of a very timely 2-part series on this topic, entitled, “Planning After the Landmark DOMA Decision” and estate planning attorney and LGBT planning expert, Alma Soongi Beck, J.D., LL.M. (taxation), presented Part II entitled, “Estate Planning for Same-Sex Couples - - Complex Property Rights and Drafting Issues After the Repeal of DOMA”.

The handout materials and the audio recording of this 2-Part On-Demand Educational Series is available to NAEPC members for a very special discounted price of just $199 for an immediate download (or $249 for the CD package).  Visit to order today!


Please login as a member for special pricing and ordering links.

Advisys Back Room Technician

Since 1979, Back Room Technician’s® (BRT) illustrations of financial concepts and topics have been used by financial professionals nationwide to save time, earn more money, and generate new business. Today Back Room Technician® is a core resource for the successful practices of over 45,000 financial representatives.

10 specific reasons why BRT is right for you:

  1. Goals-based Analysis: BRT's design accelerates preparation and closing times. Drill down in a few minutes on 11 needs analysis modules including survivor, retirement, disability, long term care and college funding.
  2. Educational Content: 600+ reports on today's financial topics help educate clients, support your recommendations and build trust
  3. Motivating Calculators: Over 50 easy input calculators illustrate needs and motivate towards a decision.
  4. Compelling Presentations: Professional sales presentations that include a title page, table of contents and custom legal disclaimers are created in minutes.
  5. Web Based: Access from any computer, anytime, anywhere.
  6. Technical and Product Support: No charge phone, email and online chat as well as training webinars and preset templates available to help save time and effort.
  7. Powerful Search Engine: Find concepts in seconds. Learn new concepts and stay up to date on industry changes.
  8. Accurate: Concept pieces are authored, reviewed and updated by industry experts and subjected to review by the Financial Industry Regulatory Authority (FINRA).
  9. Reliable: Since 1985, BRT has become the leading software program of its kind, with 45,000 users nationwide. Approved by most leading financial services companies.
  10. Affordable: The subscription fee includes frequent updates, technical support and user training... everything you need to succeed.


NAEPC members may take advantage of a $100 discount on each of the following:  Back Room Technician's Advanced Market System & Life Essentials.  Members are also entitled to a $50 discount on Presentations.  Log in to view ordering information. 

Download the flyer for more information!


Please login as a member for special pricing and ordering links.

AICPA Conference on Tax Strategies for the High-Income Individual, May 19-20, 2014 - Las Vegas

The Essential Conference for Tax Professionals

Brought to you by the AICPA, this high-impact conference is your chance to dig deep into new tax policies, measure their impact and define clear objectives for the future of your high-income clients. Top tax experts will get you up to speed on the 3.8% surtax, the Affordable Care Act and the implications of the Supreme Court decision on same-sex couples. Plus, you will learn strategies for minimizing the impact of increased tax rates, so you can take action on key issues with confidence. Become an ally to your high-income clients and expand your role as a trusted adviser. Take your first step with this conference.

Keynote Speakers

Monday: Paul Lee, J.D., LL.M., National Managing Director, Bernstein Global Wealth Management
Venn Diagrams: The Intersection of Income and Estate Tax (Planning for the “ATRA-math”)

Monday: Vern Hoven, CPA, Vern Hoven Tax Seminars, and Sharon Kreider, CPA,
Individual Tax Update: 2014 News

Tuesday: John Connors, CPA, J.D., LL.M., Professor, Tax Educators’ Network, Inc.
Critical Planning Issues for Closely Held Businesses

Tuesday: Eddie Adkins, CPA, Partner, Grant Thornton LLP, Washington, DC
The Affordable Care Act: Understanding the Individual and Employer Mandates

CPAs, attorneys, financial planners, bank trust officers, insurance agents, family office managers, investment advisors, philanthropy specialists and individuals from firms who are responsible for helping their clients accumulate, retain and transfer wealth.

Download the brochure HERE!

NAEPC members can take advantage of a special discount, creatively named "NAEPCTAX,” which provides $100 off the onsite or online registration fees. This special offer can be combined with the AICPA member discount and the AICPA section discounts.

Please login as a member for special pricing and ordering links.

Heart2Hearts: Workbook and Deck of Cards

The Heart2Hearts™ Deck of Cards and Workbook are the perfect client gift! Read more below or visit the private link for additional details.

About the Heart2Hearts™ Deck of Cards
"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by clients. As a result, the Heart2Hearts™ deck of cards was created as a tool to help your clients with 52 conversation starters. This tool will make for better estate planning with your clients. These cards can also generate estate planning business for your law firm. To learn how, call 440-591-8091.
About the Heart2Hearts™ Workbook...
Illness, death and dying are not topics that we like to broach.  How do we even begin to answer the difficult questions about healthcare choices? Heart2Hearts™: The Workbook  helps your clients make the most important conversation of their life easier. By completing this innovative workbook, they will have a source document that provides peace of mind. This will help the family know the wishes and follow them when the time comes.
In this workbook your clients will discover how easy it is to:
  • Overcome fears
  • Discover feelings regarding their loved ones
  • Improve communication
  • Share where important financial and legal documents are kept
  • Determine what is important to their quality of life
  • Ensure that their wishes will be followed
NAEPC members are eligible for a 10% discount on the deck of cards, workbook or bundle of both. They can be customized with your law firm’s logo and contact information in purchases of 500 decks and up as it is a great marketing tool.  

Please login as a member for special pricing and ordering links.

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline. Visit today to view current and past issues of the publication, including these 1st Quarter 2012 updates: 

  • Fifth Annual Industry Trends and Survey
  • Heckerling Musings, Steve Akers
  • Decanting: Eliminating Trust Sediment, Sanford J. Schlesinger JD, and Martin R. Goodman, LL.B.
  • The Case Against The Trust Protector, Alexander A. Bove, Jr.
  • Efficient Use of the $5 million Temporary Gift and GST TAX Redux, Douglas J. Blattmachr & Jonathan G. Blattmachr
  • IRS Blesses Substitution of Assets In ILITS, Steve Leimberg
  • Which Situs Is Best?, Daniel G. Worthington & Marc Merric
  • Planning Ideas-Asset Protection
  • Top 10 Things to Know About Capital Gains and Losses, Internal Revenue Service February 22, 2012
  • Ins and Outs of Trusts, Gary B. Garland, J.D.,CELA
  • Delegated vs. Directed Trusts, Al King & Pierce McDowell
  • Warning! The Service Believes S Corporations are Undervalued, Daniel R. Van Vleet

We congratulate the Journal’s editor, Charles V. Douglas, JD, CFP®, AEP® on a job well done! Ideas for future content may be submitted to [email protected].


The Charitable Planning Desk Reference for Advisors

The 2nd Edition of The Charitable Planning Desk Reference for Advisors™ has just been released. It was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 2nd Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.

Some of the topics in The Desk Reference cover: 

  • Initiating the charitable conversation;
  • Using non-cash assets to fund charitable giving;
  • Benefits of Charitable Remainder and Charitable Lead Trusts
  • Engaging the next generation;
  • A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;

The Desk Reference is available at no cost to the advisor community. Simply go to and request your electronic copy.



Please login as a member for special pricing and ordering links.

The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed by veteran estate planning attorney, Philip J. Kavesh, in September 2004 under the business name, The "Missing Link" Boot Camp, Inc.  Mr. Kavesh's initial Boot Camps were designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof.

The Ultimate Estate Planner, Inc. has since expanded upon these original Boot Camps to provide practical, tested and proven technical and marketing products to help estate planning professionals of all kinds - - attorneys, financial advisors, CPAs, and life insurance agents - - throughout the country build their practices.  The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

  • Practical Educational Teleconferences from Some of the Nation’s Leading Experts
  • Unique & Breakthrough Legal Document Forms
  • Tested & Proven Seminar Marketing Packages
  • Practice-Building Packages to Help Your Firm Run Efficiently
  • Books, CDs & DVDs
  • Free Publications & Reports
  • Free Planning Decision-Making Charts
  • Free MP3 Podcasts
  • Information on the Industry’s Leading Publications & Subscriptions
  • Information on Upcoming Events in the Industry
  • Personal Coaching & Consulting
  • And much, much more!
The Ultimate Estate Planner, Inc. has extended NAEPC members a dedicated MEMBERS ONLY DISCOUNT PAGE, with a variety of special offers including a 15% discount on any order with us, over 40% discount on some of our most popular products, complimentary On Demand Programs and access to a number of helpful tools, including MP3 podcasts, charts, client marketing letters and more!
CLICK HERE to view The Ultimate Estate Planner’s promotional flyer.
CLICK HERE to request access to the NAEPC Members Discount Page from The Ultimate Estate Planner, Inc.

Get 15% Off New Book: 2012 Estate Tax Planning Steps to Take NowThrough Value Partner The Ultimate Estate Planner, Inc.

Leading tax and estate planning experts, Martin Shenkman, J.D., CPA, MBA, Jonathan Blattmachr, J.D. and Robert S. Keebler, CPA, MST, AEP (Distinguished) have come together for the very first time to co-author the single most authoritative practical guide to crucial, last-minute planning for 2012.

This unique book is written technical enough to assist professionals like you to understand the key planning choices and how to avoid the traps involved with each - - and written in plain-English enough for the sophisticated client who wants to better understand complex planning or needs some motivation to move ahead and do something!
Use coupon code "NAEPC 15" to get a 15% discount on your purchase.  CLICK HERE for more information or to place your order!

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Tuesday, January 14, 2014 Webinar with Robert S. Keebler, CPA, MST, AEP® (Distinguished)

After the FINAL IRS Regs...How Do You Advise Clients on The 3.8% "Net Investment Income Tax"?
(Not only individual clients, but trusts, estates, and closely held business entities too!)

If you have clients (or prospective clients) with sizeable income from interest, dividends, rents, capital gains or royalties, you can become a “hero” and their most talked-about advisor - - if you can help them avoid the Affordable Health Care Act 3.8% Net Investment Income Tax that kicked in this year.

But it’s not as simple as it seems.  And even though the IRS has now finally issued its Final Regulations, it appears that this new tax is far more complex than originally thought.

Join us and nationally renowned tax expert, Robert Keebler, CPA, MST, AEP for a very special and timely 90-minute teleconference on Tuesday, January 14, 2014 at 9am Pacific Time (12pm Eastern Time) entitled “Understanding the 3.8% Net Investment Income Tax and Its Effect on Individuals, Trusts & Estates, and Closely Held Entities - - After the Final Regs”.

You need to know:

  • How do you compute this §1411 Net Investment Income Tax?
  • What is its application to C-Corps, S-Corps and Sub-K Partnerships?
  • What is its application to Rental Income?
  • What is its application to Trusts and Estates?
  • What strategies can you use to reduce or eliminate the Net Investment Income Tax?
  • How do the Final Regs differ from the Proposed Regs?
  • What issues are still pending guidance (and what to tell clients)?


  • Program Title: Understanding the 3.8% Net Investment Income Tax and Its Effect on Individuals, Trusts & Estates, and Closely Held Entities - - After the Final Regs
  • Date: Tuesday, January 14, 2014              
  • Time: 9am Pacific (10am Mountain, 11am Central, 12pm Eastern)
  • Duration: 90 minutes
  • Cost: $135 for Immediate Download  for NAEPC Members/ $185 + shipping and handling for Printed Materials & CD for NAEPC Members
  • Speaker: Robert S. Keebler, CPA, MST, AEP®(Distinguished)
  • Registration Includes: Participation on live teleconference (including Q&A), Handout Materials (if any), MP3 Audio Recording and a Certificate of Completion*.

For more information or to register, click HERE.

Please login as a member for special pricing and ordering links.