Renew Your Subscription to

Robert Keebler’s Monthly
Tax & Estate Planning Update
Teleconference Series for 2015

And lock in your $99 per month pricing
for this valuable 60-minute monthly teleconference!

By now, you probably have seen the value of being a subscriber to Robert Keebler’s Monthly Tax & Estate Planning Update Teleconference Series.  It is truly helpful to have someone like Bob—who constantly has his ear to the ground and a hands on what the IRS is up to—to summarize the “what you need to know” for the month and coming month.

To lock in your $99 per month pricing (a $50 per month savings and a total $600 savings of the year!), be sure to renew your subscription before December 15th!

New Subscription Terms of Agreement

We have updated the 12-Month Subscription Terms of Agreement.  Most notably, you will see that you will no longer have to renew each year and your subscription will be set to an auto-renewal after 12 months.

By subscribing to Robert Keebler’s Monthly Tax & Estate Planning Update Series, you are agreeing to the following terms and conditions:

  • CREDIT CARD CHARGE. Your credit card will be charged every 30 days for a twelve month period.
  • REFUND. Due to the nature of these calls, refunds and credits will not be issued for any teleconferences that have already been held, regardless if you attended the call(s) or not.
  • CANCELLATION POLICY. You may cancel your 12-month subscription for any reason before the end of the 12-month period with penalty. The penalty fee is calculated as follows: The price paid for each program that has already been held in the 12-month period, less the full regular price for each individual program. For example, if you have a Standard Subscription and decide to cancel 6 months (or 6 calls) after you subscribe, you will be charged the difference between $149 and $99 for 6 calls (e.g. $50 x 6 calls or $300). Once your cancellation has been confirmed, the penalty fee will be calculated and charged to your credit card as final payment to cancel your subscription.
  • AUTO RENEWAL. All subscriptions will be automatically renewed at the conclusion of the 12-month period for the monthly price as noted and agreed on during registration, unless otherwise notified by you in writing. After the initial 12-month subscription period, all subscription renewals will be on a month-to-month and may be canceled at any time without penalty.

2015 Teleconference Schedule

All 2015 teleconferences are will start at 9am Pacific Time (12pm Eastern Time).  All programs will remain 60 minutes in duration.

Tuesday, January 27, 2015

Thursday, February 26, 2015

Thursday, March 26, 2015

Thursday, April 30, 2015

Thursday, May 28, 2015

Thursday, June 25, 2015

Thursday, July 30, 2015

Thursday, August 27, 2015

Thursday, September 24, 2015

Thursday, October 29, 2015

Thursday, November 19, 2015

Thursday, December 17, 2015


By the way, would you like to save more money each month on your subscription?  If so, call our office at 1-866-754-6477 right away to find out more!

  • Program Title: Robert Keebler’s Monthly Tax & Estate Planning Update – Subscription Renewal
  • Speaker:
  • Duration: 60 minutes each

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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