• 21CF-TAXX: MNCPA Tax Conference (TAX21) (Virtual Only)
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21CF-TAXX: MNCPA Tax Conference (TAX21) (Virtual Only)

November 8-10, 2021  -  In-Person and Online

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Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP

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 & 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. 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, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He’s the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 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 the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.

Conference sessions led by Robert Keebler

Date	Course
November 8-10, 2021	21CF-TAXX: MNCPA Tax Conference (TAX21) (Virtual Only) I1 - Tuesday 10:55 am I1. Capital Gain Planning Opportunities in 2022 L1 - Tuesday 3:45 pm L1. Estate Planning in 2022 and Beyond

Webinars led by Robert Keebler

Date	Webinar
5/2/2024	24WS-0131: Surgent's What CPAs Should Know About Trust Instruments (Webinar)
5/3/2024	24WS-0137: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)
5/7/2024	24WS-0156: Surgent's Basic Estate Administration for CPAs and FAs (Webinar)
5/8/2024	24WS-0158: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar)
6/6/2024	24WS-0300: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar)
6/11/2024	24WS-0331: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar)
6/11/2024	24WS-0336: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)
6/13/2024	24WS-0356: Surgent's Basic Estate Administration for CPAs and FAs (Webinar)
6/17/2024	24WS-0376: Surgent's What CPAs Should Know About Trust Instruments (Webinar)
7/9/2024	24WS-0494: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar)
7/11/2024	24WS-0524: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar)
7/17/2024	24WS-0549: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)
7/23/2024	24WS-0581: Surgent's What CPAs Should Know About Trust Instruments (Webinar)
8/12/2024	24WS-0694: Surgent's Basic Estate Administration for CPAs and FAs (Webinar)
8/13/2024	24WS-0697: Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar)
8/16/2024	24WS-0724: Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar)
8/28/2024	24WS-0789: Surgent's Successfully Completing an Income Tax Return for a Trust or Estate: Form 1041 (Webinar)

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