Robert S. Keebler, CPA/PFS, MST, AEP, CGMA, Estate Tax and Retirement Distribution Planning Speaker

Robert Keebler is an Estate, Tax and Retirement Distribution Planning Speaker

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

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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. 

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