Robert Keebler, CPA, PFS
Partner
- High net worth individuals
Bio
Robert S. Keebler is a partner at Keebler & Associates, LLP and chairs the AICPA Advanced Estate Planning Conference. He holds CPA, PFS, MST, AEP (Distinguished), and CGMA credentials. His practice encompasses family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.
Robert represents clients before the IRS National Office in private letter ruling matters and in estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several described as rulings of first impression. He has authored more than 100 articles and columns and edited, authored, or co-authored books and treatises on wealth transfer and taxation.
Common situations handled
- High-net-worth clients seeking to preserve accumulated wealth
- Considering using estate-tax exclusion before sunset despite planning challenges
- Clients seeking to transition estates and businesses to the next generation tax-efficiently
- Clients seeking tax-efficient fulfillment of personal, financial, and philanthropic objectives
- Retirees with a mix of assets seeking to make savings last while managing taxes on withdrawals
Tax services and planning
- Tax-efficient intergenerational estate and business transfers
- Special needs planning
- Irrevocable trust modification
- Charitable planning
- Retirement distribution planning
- Business succession planning
Evidence reviewed
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- Apple Podcast：《Tax Section Odyssey》〈BBB Crossover Special: Tax and⋯〉 (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Portability: 4 Approaches Practitioners Need to Know Webinar (opens in a new tab)youtube.com · Public source
- Supporting source
- Apple Podcast：《AICPA Personal Financial Planning (PFP)》〈A new estate freeze technique:⋯〉 (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Section 351 ETF conversions: U… - Tax Section Odyssey - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Tax Planning Legend: Robert Ke… - Retirement Tax Services Podcast - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- IRS OPR Alert 2026-19: Responsible AI Use In Tax Practice Webinar (opens in a new tab)youtube.com · Public source
- Supporting source
- Latest Tax Proposals: Real-tim… ‑ Tax Section Odyssey ‑ Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Supporting source
- Congress Proposes Cuts to Estate and Gift Tax Exemptions Don’t Ignore This Webinar (opens in a new tab)youtube.com · Public source
- Supporting source
Evidence
Credentials and professional standing
Supports credentials or professional standing shown on the profile.
- Supporting source
- Search Details | NASBA (opens in a new tab)ald.nasba.org · Public source
- Supporting source
- Tax Section Odyssey podcast | Resources | AICPA & CIMA (opens in a new tab)aicpa-cima.com · Public source
Evidence
Professional profiles
Confirms public professional identity and context for the Specialist’s practice.
- Supporting source
- Keebler and AssociatesAbout | Keebler and Associates (opens in a new tab)keeblerandassociates.com · Firm website
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source
- 'Tax alpha' is much more than simple tax-efficiency (opens in a new tab)cnbc.com · Public source
- Supporting source
- Master Trusts & Estates Planning with Robert S. Keebler (opens in a new tab)skillarchives.com · Public source
- Supporting source
- Supporting source
- Wealth Transfer Planning for Clients with Large IRAs - Estate Planning Council of Birmingham, Inc. (opens in a new tab)birminghamepc.org · Public source
- Supporting source
- Robert S. Keebler | Wolters Kluwer (opens in a new tab)cchcpelink.com · Public source