If you’re a CPA, enrolled agent or some other type of tax professional, you know that in recent years, tax, estate and retirement planning have become more complex and navigating your clients through the current tax world can be difficult. This is why we are pleased to have one of the nation's leading CPAs and tax experts on staff with us to keep estate planners up-to-date with the tax planning strategies and any important IRS and court rulings that may affect your clients and the planning that you're doing. Whether you're a solo practitioner, part of a mid-size firm, or part of a much larger CPA firm—and whether you have 3 years, 13 years or 30 years of experience—there's something for everyone!
OUR PRODUCT & SERVICES FOR CPAs INCLUDE
The field of estate planning is changing more rapidly now than I have seen in my 20 years in this industry. Bob Keebler’s [updates] are an essential resource for my firm’s attorneys to keep current with the ever-changing landscape of our practice. We find that his information is clear and concise. Bob covers all the critical updates and highlights the implications to how we plan for our clients.
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Every month, various associates at our law firm participate in Robert Keebler’s Monthly Tax and Estate Planning Updates. It is an easy way to keep abreast of all of the technical news that’s fit to print in the estate planning world. Bob is able to collect and distill complex information into a user-friendly and understandable format, giving our firm members the up-to-date information they need. This is a wonderful tool, and we recommend it to anyone in this field.