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Robert Keebler

CPA,PFS,MST,AEP,Distinguished

Partner
Keebler & Associates LLP
Green Bay, WI

4.5

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.


Key Achievements

  • Former Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. 
  • Received over 250 favorable private letter rulings including several key rulings of “first impression.”
  • Author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts:  Analysis with Forms.
  • Served as the Chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020 and continues to serve on the planning committee


Areas of Specialization

  • Income Tax
  • Estate Planning
  • Estate Administration
  • IRA Distributions
  • Family Wealth Transfer and Preservation Planning
  • Charitable Giving
  • Retirement Distribution Planning

Educational Qualifications

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin - Milwaukee with a Masters in Taxation. 

Accreditations and Affiliations

  • CPA/PFS, MST, CGMA
  • Recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils
  • 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
  • Featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division

Upcoming Webinars

$80

Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Oct 27, 09:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • 4.3 (25)
$20

Basic Estate Administration for CPAs & Financial Advisors

  • Oct 27, 03:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • 4.3 (4)
$10

Gain Realization at Death and At Gift - Tax on Wealthy Estates

  • Nov 01, 01:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • 4.5 (34)
$15

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

  • Nov 02, 10:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • 4.4 (5)
$80

Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Nov 03, 10:30 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • 4.3 (25)
$20

CPAs and Financial Planners Must Know This About Trusts and Estates

  • Nov 08, 01:30 PM EDT
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • 4.4 (47)

Self Study Webinars

$15

Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them

  • AFSP
  • CFP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.5 (4)
$30

Introduction to the Estate Tax

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Register
  • 4.3 (4)
$30

Introduction To Financial & Estate Planning For IRAs

  • CRTP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CSA
Register
  • 5 (1)
$20

How To Accurately Prepare The 709 Gift Tax Return

  • AFSP
  • CFE
  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
Register
  • 5 (2)

Past Webinars

$30

Introduction to the Estate Tax

  • Aug 20, 11:30 AM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5 (12)
$30

Introduction to Financial & Estate Planning for IRAs

  • Aug 19, 02:00 PM EDT
  • CRTP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CSA
Completed
  • 4.8 (5)
$20

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

  • Aug 12, 12:30 PM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5 (56)
$80

Fundamental Concepts of Trusts & Estates for Planning & Compliance

  • Aug 11, 11:00 AM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.3 (25)
$20

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

  • Aug 10, 12:30 PM EDT
  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.5 (97)
$20

CPAs and Financial Planners Must Know This About Trusts and Estates

  • Aug 09, 10:00 AM EDT
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Completed
  • 4.4 (47)