Robert Keebler’s
Monthly Estate Planning & Tax Update
September 2014 Program

You know there will be lots of tax changes in 2014 that you must somehow navigate through.

Are you prepared to spend thousands of dollars on journals and update services – – and then carve out countless hours to pour through hundreds of pages of material?

Or would you prefer a simpler, easier and cheaper way to stay on top of new laws and planning strategies, as they occur, rather than months later?

You can. Join one of the nation’s leading tax experts - - nationally renowned CPA Robert S. Keebler - - for a 60-minute, timely presentation, where he will:

  • Review for you the key income and estate tax journals, list serves, newsletters, government announcements and IRS and court decisions - - distilling them all down to just what you “need to know!”
  • Provide you with insightful commentary on these new tax developments - - and how they will affect you and your clients
  • Explain in plain English the newest, cutting-edge tax planning strategies.
  • And ON TOP OF ALL THIS, make himself available to you at the end of each monthly call to answer your toughest tax questions - - all for one low price!

On this month’s program, Bob will cover the following:

  • New IRS Notice regarding allocating pretax and after-tax amounts among disbursements that are made to multiple destinations from a qualified plan.
  • New private letters rulings regarding gift tax consequences of a NING trust.
  • A case discussing what is considered income for purposes of the six year income tax statute of limitation.
  • A private letter ruling allowing a rollover after an IRA owner’s death.
  • The approaching deadline for Roth IRA recharacterizations.
  • Program Title: Robert Keebler’s Monthly Tax & Estate Planning Update Series – September 2014 Program
  • Speaker:
  • Duration: 60 minutes

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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 Planning Counsels. 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. 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.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is 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, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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