Robert Keebler
Tax and Estate Partner at Keebler and Associates, LLP - Forbes 2024 Top 200 CPAs
- Role
- Speaker at Advisors4advisors
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
About Robert Keebler
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP.Bob’s practice focuses on wealth preservation planning and transfer, charitable giving, retirement distribution planning, and estate administration. He frequently represents clients under audit by the IRS and has received more than 350 favorable private letter rulings for his clients. Bob is especially proficient at designing strategies to achieve the best estate and income tax results for clients.Bob is a speaker renowned for his ability to clearly communicate difficult concepts and the author of over 100 articles and books. He has spoken at all the major national conferences beginning in 1993, including Heckerling Estate Planning Institute, AICPA’s Estate Planning, High Income, Advanced Planning Conferences, ABA Conferences, NAPEC Conference, and Notre Dame Estate Planning Conference. Bob has been named by Forbes as one of the 2024 America\'s Top 200 CPAs, one of the Top 100 Most Influential Practitioners in the United States and the Top 40 Tax Advisors to Know During a Recession. He is also frequently quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, and Wealth Manager and Worth.
Experience
Speaker
Aug 2011 — Present
Offering regular guidance to the financial adviser community on estate planning, taxation, and tax-efficient investing.
Skills
- Wealth
- Tax
- Private Letter Rulings
- Wealth Management Services
- Accounting
- Trust Accounting
- Corporate Tax
- Financial Planning
- Insurance
- Trusts
- Wealth Transfer
- Iras
- Estate Administration
- Ira and Roth Iras
- High Net Worth Individuals
- Long-Term Care
- Cpa
- Finance
- Estate Planning
- Asset Protection
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Wealth Management
- Llc
- Investment Advisory
- Financial Advisory
- Tax Law
- Retirement Planning
- Gift Tax
- Roth Ira
- Fixed Annuities
- Income Tax
- Stocks
- Financial Planners
- Drawdown Planning
- Charities
- Succession Planning
- Tax Advisory
- Estate Law
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