Robert Keebler, a seasoned CPA with decades of expertise in tax planning, shares invaluable insights for financial advisors. He discusses the shifting landscape of tax strategies and the crisis within the CPA community. Keebler emphasizes the importance of proactive tax planning and collaboration among financial professionals. He outlines practical strategies using technology and checklists to better serve clients while navigating the complex tax code. Additionally, Keebler highlights the essential role of communication in building relationships and enhancing referral networks.