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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 the National Association of Estate Planners & Councils. CPA Magazine has also named him 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 estate, gift, and income tax examinations and appeals. 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

WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES

Available Date(s)
Tuesday, November 30, 2021: 9:00AM EST

CostFREE  CPE Credits1.5 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     We've reached capacity for this webinar. To accommodate our members, we've opened up a limited number of extra spaces for a small fee. If you have already registered for this webinar, there is no need to pay this accommodation fee. 

BASIC ESTATE ADMINISTRATION FOR CPAs AND FAs

Available Date(s)
Friday, December 03, 2021: 12:00PM EST

Cost$40.00  CPE Credits2.0 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      

FUNDAMENTALS OF FIDUCIARY TAXATION & FORM 1041

Available Date(s)
Monday, December 06, 2021: 1:00PM EST

Cost$40.00  CPE Credits2.0 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      

HOW TO ACCURATELY PREPARE THE 2020 709 GIFT TAX RETURN

Available Date(s)
Friday, December 10, 2021: 12:00PM EST

Cost$40.00  CPE Credits2.0 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      

GAIN REALIZATION AT DEATH AND GIFT: THE VAN HOLLEN AND PASCRELL PROPOSALS

Available Date(s)
Wednesday, December 22, 2021: 5:00PM EST

Cost$20.00  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Self-Study CPE Offered

PPP LOANS: $900 BILLION DEAL ON EMERGENCY RELIEF PACKAGE

Date OfferedJanuary 4, 2021  Cost$30.00  Course Length1.5 hours  Subject AreaFinance  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner    

Archived Webinars Offered

PRESIDENT BIDEN'S TAX PROPOSALS: A FIRST LOOK AT THE PENDING STORM

Date RecordedNovember 12, 2021  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, Other    

WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES

Date RecordedNovember 8, 2021  CostFREE  Course Length1.5 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    

FUNDAMENTALS OF FIDUCIARY TAXATION & FORM 1041

Date RecordedNovember 5, 2021  Cost$40.00  Course Length2.0 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    

BASIC ESTATE ADMINISTRATION FOR CPAs AND FAs

Date RecordedOctober 29, 2021  Cost$40.00  Course Length2.0 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    

ESTATE TAX REFORM AND THE 2021 PLANNING WINDOW

Date RecordedOctober 6, 2021  Cost$20.00  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, Other    

2021 INCOME TAX REFORM: WHAT YOU NEED TO KNOW

Date RecordedSeptember 28, 2021  Cost$20.00  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, Other    

TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2021

Date RecordedJuly 1, 2021  Cost$40.00  Course Length2.0 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    

THE BIDEN PRESIDENCY AND SENATE SHIFT: URGENT TAX PLANNING REQUIRED

Date RecordedMarch 22, 2021  Cost$40.00  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

GEORGIA RUNOFF ELECTIONS: ANTICIPATED TAX CHANGES AFFECTING ESTATE PLANNING

Date RecordedJanuary 14, 2021  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, Other    

POST-ELECTION TAX AND ESTATE PLANNING: WHAT TO DO NOW

Date RecordedNovember 23, 2020  CostFREE  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

YEAR-END PLANNING IN 2020 INCLUDING PLANNING FOR A BIDEN ADMINISTRATION

Date RecordedOctober 7, 2020  Cost$40.00  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

COMPLETING THE PPP FORGIVENESS FORM: UPDATED

Date RecordedJuly 9, 2020  Cost$30.00  Course Length1.5 hours  Subject AreaFinance  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE SECURE ACT: IRAs, ESTATE PLANNING, AND EXPANDED INFORMATION FOR TAX ADVISORS

Date RecordedJune 26, 2020  Cost$60.00  Course Length3.0 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    

THE SECURE ACT: IRAs, ESTATE AND RETIREMENT PLANNING WITH THE NEW 10-YEAR RULE

Date RecordedJune 9, 2020  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    

PAYROLL PROTECTION PROGRAM FLEXIBILITY ACT OF 2020: NON-CPE UPDATE

Date RecordedJune 4, 2020  CostFREE  Course Length0.0 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

PPP LOAN FORGIVENESS: UNDERSTANDING, APPLYING AND PLANNING

Date RecordedMay 28, 2020  Cost$20.00  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    

INCOME TAX AND ESTATE PLANNING TECHNIQUES FOR VOLATILE ECONOMIC ENVIRONMENTS

Date RecordedMay 19, 2020  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    

TAXATION OF SECURITIES DURING THE COVID-19 DOWNTURN

Date RecordedMay 5, 2020  Cost$60.00  Course Length3.0 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    

CARES ACT 2020: CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY

Date RecordedMay 4, 2020  Cost$50.00  Course Length2.0 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 CASE STUDIES ADDRESSING ADVANCED STRATEGIES

Date RecordedDecember 27, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone    

TAX REFORM: TAX PLANNING DURING TIMES OF GREAT UNCERTAINTY

Date RecordedJanuary 10, 2019  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    

§199A SMALL BUSINESS DEDUCTION: CASE STUDIES ADDRESSING ADVANCED STRATEGIES

Date RecordedDecember 19, 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    

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

Date RecordedJune 27, 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    

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