Robert S. Keebler
Green Bay
Summary
Renowned for strategic estate planning and taxation expertise, Robert S. Keebler, former Tax Senior Consultant at Price Waterhouse, excels in client relationship management and public speaking. With over 350 favorable IRS rulings, he is a prolific author and speaker, recognized for his contributions to tax education and estate planning.
Overview
2026
2026
years of professional experience
Work History
Partner
Keebler & Associates, LLP
Green Bay
2010 - Current
- 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.
- In the past 20 years, he has received over 350 favorable private letter rulings including several key rulings of 'first impression.'
- Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters.
- Mr. Keebler is the author of over 100 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.
- Mr. Keebler served as the Chair of the AICPA's Advanced Estate Planning Conference from 2014-2020 and continues to serve on the planning committee.
- He is a featured columnist for Steve Leimberg's 'News of the Week Newsletter' and also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning.
- Bob is frequently quoted in national publications such as The Wall Street Journal, New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer's Weekly, On Wall Street, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.
- Mr. Keebler is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA's Advanced Estate Planning, Personal Financial Planning and Tax Strategies for the High Income Individual Conference, the Heckerling Institute on Estate Planning and the Notre Dame Tax & Estate Planning Institute.
- Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP.
- Mr. Keebler received an award from CPAacademy for Top Presenter 2022.
- This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format.
- He also received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding contributions in the field of tax education and exceptional dedication to the field.
Estate Planner Partner
Baker-Tilly
1992 - 2010
Tax Manager
Jonet and Fountain
Green Bay
1991 - 1992
Tax Senior Consultant
Price Waterhouse
Green Bay
1987 - 1990
- Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse, where he concentrated in taxation.
Education
Accountancy -
Lakeland College
Masters in Taxation -
University of Wisconsin - Milwaukee
Skills
- Estate planning
- Taxation expertise
- Charitable giving
- Retirement distribution
- Estate administration
- Client relationship management
- Tax strategy development
- Compliance oversight
- Industry research
- Public speaking
- Content creation
- Collaborative teamwork
- Time management
- Critical thinking
- Networking proficiency
- Strategic planning
- Talent recruitment
- Competitive analysis
- Administrative management
- Market analysis
- Conflict resolution
- Recruitment and hiring
- Business development
- Partnership development
- Customer relationship building
- Industry expertise
- Expense control
- Data analysis
- Key client relationships
- Financial acumen
- Marketing
- Financial administration
- Prepare case strategies
- Court procedures
- Effective communication
- Legal interpretation and adaptation
- Problem-solving abilities
- Analytical skills
- Presenting evidence
- Legal case management
- Written communication
- Relationship building
- Evaluate evidence
- Problem-solving
- Time management abilities
- Contract drafting
Media Mentions
- The Wall Street Journal
- New York Times
- Chicago Tribune
- Baltimore Sun
- Barrons
- Bloomberg Wealth Manager
- Financial Advisor
- Forbes
- Kiplinger
- Lawyer's Weekly
- On Wall Street
- USA Today
- Wealth Manager
- Worth
Awards
- Accredited Estate Planners (Distinguished), 01/01/07, National Association of Estate Planners & Councils
- Top Presenter, 01/01/22, CPAacademy
- Top Tax Educator of the Year, 01/01/22, myCPE
Publications
- Articles and Columns, 100
- Books and Treatises, Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms, Warren, Gorham & Lamont of RIA
Speaking Engagements
- AICPA's Advanced Estate Planning Conference, Advanced IRA distribution strategies, Estate planning, Trust administration
- Heckerling Institute on Estate Planning
- Notre Dame Tax & Estate Planning Institute
Professional Memberships
- CCH's Financial and Estate Planning Advisory Board, Member
- AICPA, Chair of the Advanced Estate Planning Conference (2014-2020)
Timeline
Partner
Keebler & Associates, LLP
2010 - Current
Estate Planner Partner
Baker-Tilly
1992 - 2010
Tax Manager
Jonet and Fountain
1991 - 1992
Tax Senior Consultant
Price Waterhouse
1987 - 1990
Accountancy -
Lakeland College
Masters in Taxation -
University of Wisconsin - Milwaukee