Accounting, Ethics, Auditing, Finance
Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. 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 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.”
Mr. Keebler 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. He has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s Estate Planning, High Income, and Advanced Financial Planning Conferences; ABA Conferences; NAPEC Conferences; The Notre Dame Estate Planning Conference; and the Heckerling Estate Planning Institute.
Wealth perservation, asset protection, tax law, financial planning, risk management, trusts, wills and many other attributes of estate planning.
Professionally involved in tax issues, working in business and tax consulting.
Dually-qualified as attorneys and certified public accountants.
A professional trust & estate advisor
WESTERN CPE COURSES
Rob Keebler - November 6, 2014
Tax is a bigger drag on investment performance than commissions or management fees. Left unchecked, taxes over the long haul can wreck client returns. In fact, studies over the past 15 years have shown that taxes reduce returns by an average of one to three percentage points annually.