Robert Keebler, CPA, CGMA

Partner, Keebler & Associates LLP
Green Bay, WI
  • 4.3
  • 26 reviews
  • 3.9k Professionals Trained
  • 35 Courses

About Speaker 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.


  • Income Tax
  • Estate Planning
  • Estate Administration
  • IRA Distributions

4.3

(26)
25%
75%
0%
0%
0%

SB

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!

AS

I think that the speaker reviewed a lot of material.

WB

Complicated subject matter in a short amount of time. Good high level view of a lot of material.

MJ

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.

$20
  • Robert Keebler, CPA
  • 2 Credits

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

  • Apr 26, 12:30 PM EDT
  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
Register
  • 4.5 (78)
$20
  • Robert Keebler, CPA
  • 2 Credits

Tactical and Strategic Roth Conversions after the Secure Act (Latest Update)

  • Apr 26, 12:30 PM EDT
  • AFSP
  • CFSA
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • CFE
Register
  • 4.6 (40)
$15
  • Robert Keebler, CPA
  • 1.5 Credits

The Mathematics of Estate Planning for IRAs After the Secure Act

  • Apr 28, 10:00 AM EDT
  • AFSP
  • CFP
  • CFSA
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.6 (100)
$20
  • Robert Keebler, CPA
  • 2 Credits

CPAs and Financial Planners Must Know This About Trusts and Estates

  • Apr 28, 12:00 PM EDT
  • ABV
  • CPA Canada
  • CFP
  • CPA
  • CPA/PFS
  • TEP
  • CSA
Register
  • 4.4 (27)
$20
  • Robert Keebler, CPA
  • 2 Credits

Estate Planning for IRAs Payable to Trusts After the Secure Act

  • Apr 29, 12:30 PM EDT
  • AFSP
  • CRTP
  • CFE
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
  • CPA/PFS
  • RTRP
  • TEP
  • CTEC
  • CSA
  • Maryland Tax Preparer
Register
  • 4.6 (42)
$20
  • Robert Keebler,
  • 2 Credits

Beyond The Numbers: Understanding The Important Gift, Estate, And Income Tax Elections

  • Feb 10, 09:30 AM EST
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • AFSP
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  • 4.6 (17)
$20
  • Robert Keebler,
  • 1 Credit

The American Rescue Plan Act of 2021: Things to Know Before Filing the Next Return

  • Feb 10, 09:30 AM EST
  • AFSP
  • CFP
  • CFE
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
Register
  • 4.5 (179)
$80
  • Robert Keebler,
  • 8 Credits

Fundamentals Concept of Trusts & Estates for Planning & Compliance

  • Feb 10, 09:30 AM EST
  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.2 (14)
$20
  • Robert Keebler,
  • 2 Credits

The Efficacy and Application of 30 Common Trusts

  • Feb 10, 09:30 AM EST
  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
Register
  • 5 (2)
$80
  • Robert Keebler,
  • 8 Credits

Estate Planning Fundamentals For IRAS 2020

  • Feb 10, 09:30 AM EST
  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
Register
  • 4.2 (11)
$20
  • Robert Keebler,
  • 2 Credits

Estate Planning For IRAs Payable To Trusts After The Secure Act

  • Feb 10, 09:30 AM EST
  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.7 (38)
$80

Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Apr 16, 10:00 AM EDT
  • AFSP
  • CFSA
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • CFE
Completed
  • 4.3 (26)
$20

The American Rescue Plan Act of 2021: Things to Know Before Filing the Next Return

  • Apr 02, 03:00 PM EDT
  • AFSP
  • CFP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
  • CFE
Completed
  • 4.5 (189)
$20

The American Rescue Plan Act of 2021: Things to Know Before Filing the Next Return

  • Mar 31, 04:00 PM EDT
  • AFSP
  • CFP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
  • CFE
Completed
  • 4.5 (187)
$20

The American Rescue Plan Act of 2021: Things to Know Before Filing the Next Return

  • Mar 29, 10:30 AM EDT
  • AFSP
  • CFP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
  • CFE
Completed
  • 4.5 (186)
$20

The American Rescue Plan Act of 2021: Things to Know Before Filing the Next Return

  • Mar 26, 10:30 AM EDT
  • AFSP
  • CFP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
  • CFE
Completed
  • 4.5 (184)
$20

The American Rescue Plan Act of 2021: Things to Know Before Filing the Next Return

  • Mar 24, 01:30 PM EDT
  • AFSP
  • CFP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
  • CFE
Completed
  • 4.5 (179)