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Robert Keeber

Contact Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.
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Keebler and Associates, LLP

Urgent 2012 Year-End Tax Planning Opportunity: Charitable Remainder Trusts And 3.8% Surtax

The U.S. Treasury Department Friday issued proposed regulations for the 3.8% surtax, creating an urgent and immediate planning opportunity for existing charitable reminder trusts (CRTs).

Capital Gains Harvesting InfoGraphic From Bob Keebler

Reminder: 60-Day Rollover Not Available To Inherited IRAs

Buying An Annuity So Assets Aren't Counted In Determining Medicaid Benefits Eligibility

IRS: Self Employed Can Deduct Medicare Premiums

Nine Key Tax Rules That Will Affect Advisor Clients Now That The Supreme Court Upheld The Affordable Health Care Act

Keebler & Associates Client Receives Favorable 60-Day Ruling

IRS Grants Relief to Taxpayers Who Forgot To Re-Characterize Converted IRAs

9th Circuit Rules IRAs Cannot Be An S-Corp Shareholder

Baucus Proposal To Liquidate IRAs Within Five Years Of Death Meets Its Own Death

Proposal Before Senate Finance Committee Would Limit Stretch IRAs

IRS Private Letter Ruling Waives 60-Day IRA Rollover Rule For Surviving Spouse Claiming Duress

IRS Extends Theft-Loss Deduction Safe Harbor For Ponzi Scheme Losses

Non-Spousal Beneficiary Allowed To Roll Over Distributed Funds To Inherited IRA

2011 Year-End Tax Planning Ideas That Advisors Can Use With Clients

Answers To Tax-Efficient Investing Questions From Advisors

Answers To Roth IRA Conversion Questions From Advisors

Tax-Efficient Investing: It's The After-Tax Return That Counts

The Special Needs Trust Exception

IRS Denies Post-Mortem Rollover

IRS Allows Disclaimer of Retirement Account Despite Receipt by Beneficiary of Postmortem RMDs

Where Can Financial Advisors Learn Advanced Tax Planning Techniques?

IRS Offers Forgiveness For Missed SEPP Distribution

Robert Keeber

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