Western CPE Instructor

Robert Keebler, CPA, AEP, MST, CGMA

The best instructor ever.

Specialties

Accounting, Ethics, Auditing, Finance

Robert Keebler

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.

ESTATE PLANNING

Wealth perservation, asset protection, tax law, financial planning, risk management, trusts, wills and many other attributes of estate planning.

TAX PROFESSIONAL

Professionally involved in tax issues, working in business and tax consulting.

AMERICAN ACADAMY OF ATTORNEYS

Dually-qualified as attorneys and certified public accountants.

TRUST AND ESTATE LAW

A professional trust & estate advisor

76

SEMINARS GIVEN

9

WESTERN CPE COURSES

12

YEARS TEACHING

5

AWARDS WON

Courses

Articles and Posts

2015 AICPA Tax-Efficient Investing Seminar

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.

Income Tax Planning Checklist

Rob Keebler - May 16, 2014

1. Determine the taxpayer’s permanent tax bracket.
2. “Fill-up” the 10% and 15% income tax brackets.