Robert Keebler
CPA with decades of experience in tax planning, specializing in estate tax and income tax. Shares insights on tax planning opportunities for financial advisors and their clients.
Best podcasts with Robert Keebler
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Feb 10, 2025 • 30min
Tax Planning Legend: Robert Keebler
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.
Jul 4, 2025 • 29min
BBB Crossover Special: Tax and planning strategies under the new law
Mark Gallegos, a CPA and Partner at Porte Brown, and Robert Keebler, Partner at Keebler & Associates, dive into the latest tax legislation changes and their implications for financial planning. They discuss the new permanent tax cuts, strategic opportunities like Roth conversions, and important estate planning adjustments. The duo emphasizes the urgency for tax professionals to adapt their strategies, focusing on multi-year models and navigating complex regulations for high-net-worth clients, especially in light of Medicaid considerations.
