Meet Robert Keebler, CPA, PFS, MST, AEP, Estate, Tax and Retirement Distribution Planning Expert
Experience, Recognition, Background
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is an estate, tax and retirement distribution planning speaker.
Bob’s practice focuses on wealth preservation planning and transfer, charitable giving, retirement distribution planning, and estate administration. He frequently represents clients under audit by the IRS and has received more than 250 favorable private letter rulings for his clients. Bob is especially proficient at designing strategies to achieve the best estate and income tax results for clients.
Robert Keebler's Estate, Tax and Retirement Distribution Planning Expertise
View a Sample Presentation
Bob is a speaker on estate, tax and retirement distribution planning who is renowned for his ability to clearly communicate difficult concepts and the author of over 100 articles and books. He has spoken at all the major national conferences beginning in 1993, including Heckerling Estate Planning Institute, AICPA’s Estate Planning, High Income, Advanced Planning Conferences, ABA Conferences, NAPEC Conference, and Notre Dame Estate Planning Conference. Bob has been named one of the Top 100 Most Influential Practitioners in the United States and the Top 40 Tax Advisors to Know During a Recession. He is also frequently 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, and Wealth Manager and Worth.
Contact Us About Hiring Robert Keebler
Not Sure What You're Looking For? We Can Help!
We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.
We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.
Delivery options include in-person meetings, live webinar and pre-recorded formats.
Learn More About Our Other Retirement Speakers and Topics
Learn about our other leading edge retirement speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.