LIFT² Symposium

Robert Keebler, CPA/PFS, MST, AEP (Distinguished)

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 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 Planners and Councils. 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 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. He has received more than 250 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s estate planning, high income, advanced financial planning conferences, ABA conferences, NAPEC conferences, the Notre Dame estate planning conference, and the Heckerling Estate Planning Institute and is currently the chair of the 2017 AICPA ENGAGE conference. His topic will be on tax reform and its impact.

Session Topic: Tax reform and its impact

The recently enacted tax reform bill contains many near term and longer term far-reaching implications. The changes involve so many parts of the tax code that how the tax bill affects you depends on your personal situation. Mr. Keebler will discuss these implications and practical strategies for successful navigation of this important new legislation. Tax professionals and advisors alike will find Mr. Keebler’s presentation focused and useful.