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Award
received November 2007 |
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Robert S. Keebler,
CPA, MST, DEP
Virchow, Krause & Company, LLP
Robert S. Keebler, CPA, MST, DEP
is a partner with Virchow, Krause & Company, LLP and chair of
the Virchow, Krause Estate and Financial Planning Group. He is
a 2007 recipient of the prestigious Distinguished Estate
Planners award from the National Association of Estate
Planning counsels. From 2003 to 2006, Mr. Keebler was named by
CPA Magazine as one of the top 100 most influential
practitioners in the United States. Mr. Keebler currently is
the Editor-in-Chief of CCH's magazine, Journal of
Retirement Planning, and a member of CCH's Financial and
Estate Planning Advisory Board. 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 in the private letter
ruling process and in estate, gift and income tax examinations
and appeals.
In the past 15 years, he has
received over 150 favorable private letter rulings including
several key rulings of "first impression." Bob is nationally
recognized as an expert in estate and retirement planning and
works collaboratively with other experts on academic reviews
and papers, and client matters. Mr. Keebler is the 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.
Mr. Keebler is a member of the
editorial board of the Society of Financial Service
Professionals "Keeping Current" series, and Co-author of the
Warren, Gorham & Lamont Treatise "Irrevocable Trusts/Analysis
With Forms." He is a 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. Bob also had his article "Is That Your
'Final' Answer?" article published in Tax Management
Compensation Planning Journal. Bob frequently is quoted in
national publications such as Baltimore Sun, Barrons,
Bloomberg Wealth Manager, Financial Advisor,
Forbes, Kiplinger, Lawyer's Weekly, New
York Times, On Wall Street, The Wall Street
Journal, USA Today, Wealth Manager and
Worth in addition to many local and regional newspapers.
He is a frequent speaker for
legal, accounting and financial planning groups throughout the
United States at seminars and conferences on advanced IRA
distribution strategies, estate planning and trust
administration topics including the AICPA's Advanced Estate
Planning, Personal Financial Planning Conference and Tax
Strategies for the High Income Individual Conference.
Mr. Keebler graduated (cum
laude) from Lakeland College with a degree in Accountancy and
the University of Wisconsin - Milwaukee with a Masters in
Taxation. Before practicing in Northeastern Wisconsin, he
practiced with Price Waterhouse where he concentrated in
taxation. |