Robert Keebler, CPA, CGMA, CPA/PFS, AEP
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.
Dec 30th 2020
I signed up the day before the course, so I didn't have much time to prepare for the course. I spent all night downloading and printing the handouts as my high-speed printer is not working right now and I was using a portable printer (slow). I will keep studying - the handouts and the presentation were both fantastic; I just need to catch up as it was a lot to take in at one time. Thanks for a great course!
Jan 13th 2021
I think that the speaker reviewed a lot of material.
Jan 8th 2021
Complicated subject matter in a short amount of time. Good high level view of a lot of material.
Dec 16th 2020
This course provided a lot of information. As someone who was not familiar with trusts and estates, this course was excellent in introducing me to the concepts needed to get started.