Bob Keebler
Partner at Keebler & Associates, recipient of the Accredited Estate Planners Award, recognized by Forbes as one of America's top CPAs, and a sought-after speaker at national conferences.
Best podcasts with Bob Keebler
Ranked by the Snipd community
8 snips
May 19, 2023 • 14min
The best estate planning ideas for large IRAs {PFP Section}
Bob Keebler, CPA/PFS discusses estate planning techniques for large IRAs. Topics include payout rules, Roth conversions, CRTs, IRA relocation, benefits of Roth conversions and using charitable remainder trusts for estate planning, income, tax planning, IRA relocation strategies, leveraging IRA distributions for life insurance, maximizing after-tax funds, and accessing the proactive planning toolkit and planning decision charts.
Mar 21, 2025 • 20min
Estate Tax Repeal & Its Impact on Planning
Bob Keebler, a renowned CPA and estate planner, discusses the potential repeal of the estate tax and its far-reaching implications. He outlines possible legislative outcomes, highlighting how high-net-worth individuals may need to adapt their strategies. The conversation dives into the importance of revising trust documents and understanding portability rules, which could change drastically. Keebler also emphasizes a proactive approach, recommending the creation of GST-exempt trusts to safeguard clients' interests amidst uncertain future tax laws.
