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  • Robert S. Keebler CPA

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Robert S. Keebler CPA 11 posts 0 comments

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & 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.  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, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.”  He 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.  Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past chair of the AICPA’s Advanced Estate Planning Conference.

Hot Topics

Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

Robert S. Keebler CPA Nov 14, 2024
President Trump has won the White House. The Republicans have control over the Senate, and may gain control over the House. Estate planning has been focused on planning to use bonus exemption and planning for possible enactment of a…
Hot Topics

Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

Robert S. Keebler CPA Sep 5, 2024
The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v. Natural Resources Defense Council, Inc., represents a generation change in the importance of all Federal regulations from…
Hot Topics

Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

Robert S. Keebler CPA Jun 24, 2024
On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion in a closely held business valuation case that will have significant impact on many family and closely held businesses.  (Connelly v. United States, U.S., No. 23-146,…
Hot Topics

House Estate Tax Proposal Requires Immediate Action

Robert S. Keebler CPA Sep 30, 2021
Democrats have proposed tax increases to fund a large portion of that plan. The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system.
Hot Topics

Single Clients: Planning Considerations

Robert S. Keebler CPA Jul 28, 2021
Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the…
Hot Topics

Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now

Robert S. Keebler CPA Apr 12, 2021
What a difference in estate tax an election can make! Democratic estate tax proposals could dramatically alter estate and related planning. Clients should act now. While it is impossible to forecast what tax and expenditure changes will…
Hot Topics

Post-Election Estate Planning: What to Do For Clients In November and December of 2020

Robert S. Keebler CPA Nov 19, 2020
The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it appears, but two runoff…
Hot Topics

Paycheck Protection Program of the CARES Act

Robert S. Keebler CPA Apr 13, 2020
This webinar will explore the rules, as updated now several times, and make practical suggestions on how to calculate your loan amount, how to disburse and administer the loan once you receive it, and how much of your loan can be forgiven.…
Hot Topics

The Most Effective Uses of Grantor Trusts

Robert S. Keebler CPA Feb 17, 2016
This presentation will cover how to make a trust a grantor trust when one should be used and, perhaps, most important, how it should be used.
Legal Knowledgebase

Modified Carryover Basis Election and the AMT Curveball

Robert S. Keebler CPA Aug 31, 2011
After speaking to a variety of experts, it appears there is some possibility that estates electing into the ‘modified carryover basis’ will have a different cost basis for AMT and for regular income tax purposes. For those estates affected…
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