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Award
received November 2007 |
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Robert S. Keebler,
CPA, MST, AEP®
Keebler & Associates, LLP
Robert S. Keebler, CPA, MST, AEP®
(Distinguished) is a partner with Keebler & Associates, LLP
and is a 2007 recipient of the prestigious Accredited Estate
Planner® (Distinguished) award from the National Association
of Estate Planning & Councils. He has 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. Mr. Keebler is the past
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 (IRS) in the private letter
ruling process and in estate, gift and income tax examinations
and appeals. In the past
20 years, he has received over 150 favorable private letter
rulings including several key rulings of "first impression."
Mr. Keebler 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. 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?" published in
Tax
Management Compensation Planning Journal. Bob frequently is
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,
Wealth Manager and Worth in addition to many local and
regional newspapers.
He is a frequent speaker for
legal, accounting, insurance 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. |