Linkedin Twitter

Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Keebler & Associates, LLP
Partner
robert.keebler@keeblerandassociates.com
(920) 593-1701

Keebler logo
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Us: At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.

Upcoming Live Webinars

MAXIMIZING THE §199A DEDUCTION FOR CPAs, EAs, AND OTHER PROFESSIONALS

Available Date(s) Monday, June 25, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM: OVERVIEW

Available Date(s) Monday, June 25, 2018

5:00pm Eastern
4:00pm Central
3:00pm Mountain
2:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM: OVERVIEW

Available Date(s) Thursday, June 28, 2018

11:00am Eastern
10:00am Central
9:00am Mountain
8:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM AND PASS THROUGH ENTITIES - 199A: PLANNING FOR PROFESSIONAL PRACTICE

Available Date(s) Thursday, June 28, 2018

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
Cost$90.00  CPE Credits3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY

Available Date(s) Tuesday, July 3, 2018

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM: OVERVIEW

Available Date(s) Friday, July 6, 2018

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS

Available Date(s) Tuesday, July 10, 2018

10:00am Eastern
9:00am Central
8:00am Mountain
7:00am Pacific
Cost$120.00  CPE Credits4.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES

Available Date(s) Friday, July 13, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits2.0 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES

Available Date(s) Monday, July 16, 2018
Monday, August 13, 2018

4:00pm Eastern
3:00pm Central
2:00pm Mountain
1:00pm Pacific
CostFREE  CPE Credits2.0 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

MAXIMIZING THE §199A DEDUCTION FOR CPAs, EAs, AND OTHER PROFESSIONALS

Available Date(s) Tuesday, July 31, 2018

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

TAX REFORM AND PASS THROUGH ENTITIES - §199A: PLANNING FOR PROFESSIONAL PRACTICE

Available Date(s) Monday, August 6, 2018

10:00am Eastern
9:00am Central
8:00am Mountain
7:00am Pacific
Cost$90.00  CPE Credits3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Self-Study CPE Offered

TAXATION OF IRAs AT DEATH

Date OfferedDecember 20, 2017  Cost$10.00  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TAX REFORM AND PASS THROUGH ENTITIES - §199A: PLANNING FOR PROFESSIONAL PRACTICE

Date OfferedApril 10, 2018  Cost$90.00  Course Length3.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

TAX REFORM: OVERVIEW

Date OfferedApril 19, 2018  Cost$30.00  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS

Date OfferedApril 27, 2018  Cost$120.00  Course Length4.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

Archived Webinars Offered

§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY

Date RecordedJune 21, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES

Date RecordedNovember 21, 2017  CostFREE  Course Length2.0 hours  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TAX REFORM ANSWERS: ADDRESSING ACCOUNTANTS' BIGGEST QUESTIONS

Date RecordedFebruary 23, 2018  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other