In addition to his highly regarded legal experience in estate planning, Keith Schiller has extensive experience with the marketing and growth of businesses. His organization flair started during his college days at UCLA, where he was Student Body President. Since then, he has chaired the most successful special interest license plate marketing program in California history (the Yosemite License Plate, which has raised over $16 million since 1993); developed joint marketing projects for Longs Drugs, Coca-Cola, Yosemite Park & Curry Company, the Oakland A’s, and Safeway; consulted with businesses on marketing and operational problem solving; taught courses for CPAs on How to Market and Sell Estate Planning Services; and addressed conferences on How CPAs Can Be Paid For What They Are Worth For Estate Planning Services After The 2001 Tax Act.

Keith looks to the future to aid clients and accounting practices, particularly in times of uncertainty in the law and the competitive challenges to accountants from technology and encroachment of the premium clients by other professions.

IRS Studies Auger A New Age in Estate Planning: Change Your Practice or Become Obsolete

“After taking Keith’s course on How to Market and Sell Estate Planning Services, I changed my attitude toward estate planning, and doubled my receipts from estate planning. It is a significant part of my practice.”

Robert Caplin, CPA
Foster City

Upon reading IRS Studies Auger a New Age in Estate Planning: Change Your Practice or Become Obsolete, the Managing Partner of a large accounting firm declared it a “MUST READ.”

Do you believe that your firm would benefit from a direct consultation to evaluate the effectiveness of your estate planning practice and to enhance your opportunities? Do you believe that your firm would benefit from a direct consultation to identify areas of growth and anticipate changes and opportunities for the accountant in the estate planning arena? Do you believe that your firm would benefit from an evaluation of how to best protect your premier clients?

Do you believe that Keith Schiller provides unique career and life experiences with technical expertise and dedication that will add value to your practice? If so, your firm can benefit from a direct consultation with Keith Schiller.

For additional information or to arrange for a consultation, contact Keith Schiller at Kschiller@slg4law.com.

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