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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.

Legal Knowledgebase

Proposed Purchase of Note by IRA Would Constitute a Prohibited Transaction Under ERISA Opinion…

Robert S. Keebler CPA Apr 22, 2011
Bob Keebler and Michelle Ward provide LISI members with their insights on ERISA Opinion Letter 2011-04, in which the Department of Labor said that it would be a prohibited transaction for a self-directed IRA to purchase a promissory note…
Legal Knowledgebase

Family Tax Planning Forum

Robert S. Keebler CPA Apr 19, 2011
In early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income (MAGI) limitation. As the 2010 tax year came to an end, most people (not to mention many tax professionals) felt that Roth IRA conversion…
Legal Knowledgebase

Arizona Bankruptcy Court Exempts Inherited IRA

Robert S. Keebler CPA Apr 11, 2011
In LISI Employee Benefits and Retirement Planning Newsletter #427, Bob Keebler and Mark Merric wrote that: “…it does not appear that there has been a single favorable ruling that an inherited individual retirement account ("IRA") is…
Legal Knowledgebase

Understanding the Health Care Surtax

Robert S. Keebler CPA Mar 30, 2011
Statutory Overview; Investment Income and MAGI Strategies; Surtax Bubble 2010, 2011 & 2012 Roth conversions; and Health Care Surtax Examples.
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
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    • Essential Estate Planning
    • Retirement Benefits Planning
    • Firearms Trust Planning
    • Law School Program
    • Educational Resources
    • Testimonials
  • CTA Resources
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    • Estate Planning – Tax
    • Estate Planning – Basics
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