Instructors Directory > Keebler & Associates, LLP
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Keebler & Associates, LLP
(920) 593-1705
www.keeblerandassociates.com

At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.

Upcoming Webinars

UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES

Self-Study CPE

MASTERING ESTATE PLANNING: INSIGHTS FROM CPA EXPERT BOB KEEBLER

Archived Webinars

UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Recorded Date December 24, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Recorded Date November 20, 2024  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Recorded Date November 5, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
CONNELLY V. UNITED STATES: LEGAL UPDATES AND THEIR REAL WORLD EFFECTS
Recorded Date November 4, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
2023 GIFT TAX RETURNS: FORM 709
Recorded Date October 10, 2024  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
2023 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Recorded Date September 26, 2024  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
2025 GREEN BOOK REVENUE PROPOSALS: POTENTIAL ESTATE TAX IMPLICATIONS
Recorded Date June 24, 2024  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm     
2022 GIFT TAX RETURNS: FORM 709
Recorded Date October 17, 2023  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
THE BEST OF INCOME TAX AND ESTATE PLANNING: TOP PLANNING IDEAS FOR 2023
Recorded Date October 4, 2023  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
THE EARN ACT (SECURE 2.0): ENHANCING AMERICAN RETIREMENT NOW
Recorded Date August 16, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
IMPROVING EXISTING IRREVOCABLE TRUSTS: DECANTING, REFORMING, AND PLANNING
Recorded Date May 25, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm     
NEW PROPOSED REGULATIONS: ANTI-CLAWBACK RULE EXCEPTION
Recorded Date April 6, 2023  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Advanced      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
FUNDAMENTALS OF FIDUCIARY TAXATION & FORM 1041
Recorded Date December 22, 2022  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
THE BEST OF INCOME TAX AND ESTATE PLANNING: TOP PLANNING IDEAS FOR 2022
Recorded Date December 14, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAX PLANNING FOR REAL ESTATE IN 2022
Recorded Date December 12, 2022  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
HOW TO ACCURATELY PREPARE THE 2021 709 GIFT TAX RETURN
Recorded Date October 27, 2022  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
BASIC ESTATE ADMINISTRATION FOR CPAs AND FAs
Recorded Date August 18, 2022  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
TRUST ADMINISTRATION FOR CPAs & ADVISORS: WHAT YOU NEED TO GUIDE YOUR CLIENTS
Recorded Date July 15, 2022  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
GAIN REALIZATION AT DEATH AND GIFT: THE VAN HOLLEN AND PASCRELL PROPOSALS
Recorded Date December 22, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PRESIDENT BIDEN'S TAX PROPOSALS: A FIRST LOOK AT THE PENDING STORM
Recorded Date November 12, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ESTATE TAX REFORM AND THE 2021 PLANNING WINDOW
Recorded Date October 6, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
2021 INCOME TAX REFORM: WHAT YOU NEED TO KNOW
Recorded Date August 23, 2021  Cost $12.50 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TACTICAL AND STRATEGIC ROTH CONVERSIONS IN 2021
Recorded Date July 1, 2021  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
THE BIDEN PRESIDENCY AND SENATE SHIFT: URGENT TAX PLANNING REQUIRED
Recorded Date March 22, 2021  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
GEORGIA RUNOFF ELECTIONS: ANTICIPATED TAX CHANGES AFFECTING ESTATE PLANNING
Recorded Date January 14, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
POST-ELECTION TAX AND ESTATE PLANNING: WHAT TO DO NOW
Recorded Date November 23, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
YEAR-END PLANNING IN 2020 INCLUDING PLANNING FOR A BIDEN ADMINISTRATION
Recorded Date October 7, 2020  Cost $30.00 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
COMPLETING THE PPP FORGIVENESS FORM: UPDATED
Recorded Date July 9, 2020  Cost $22.50 Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
THE SECURE ACT: IRAs, ESTATE PLANNING, AND EXPANDED INFORMATION FOR TAX ADVISORS
Recorded Date June 26, 2020  Cost $45.00 Presentation Length 3.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
THE SECURE ACT: IRAs, ESTATE AND RETIREMENT PLANNING WITH THE NEW 10-YEAR RULE
Recorded Date June 9, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
PAYROLL PROTECTION PROGRAM FLEXIBILITY ACT OF 2020: NON-CPE UPDATE
Recorded Date June 4, 2020  Cost Free Presentation Length 0.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PPP LOAN FORGIVENESS: UNDERSTANDING, APPLYING AND PLANNING
Recorded Date May 28, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
INCOME TAX AND ESTATE PLANNING TECHNIQUES FOR VOLATILE ECONOMIC ENVIRONMENTS
Recorded Date May 19, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAXATION OF SECURITIES DURING THE COVID-19 DOWNTURN
Recorded Date May 5, 2020  Cost $45.00 Presentation Length 3.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
CARES ACT 2020: CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY
Recorded Date May 4, 2020  Cost $37.50 Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
§199A SMALL BUSINESS DEDUCTION CASE STUDIES ADDRESSING ADVANCED STRATEGIES
Recorded Date December 27, 2019  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic     
TAX REFORM: TAX PLANNING DURING TIMES OF GREAT UNCERTAINTY
Recorded Date January 10, 2019  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
§199A SMALL BUSINESS DEDUCTION: CASE STUDIES ADDRESSING ADVANCED STRATEGIES
Recorded Date December 19, 2018  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
MAXIMIZING THE §199A DEDUCTION FOR CPAs, EAs, AND OTHER PROFESSIONALS
Recorded Date June 27, 2018  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAX REFORM ANSWERS: ADDRESSING ACCOUNTANTS' BIGGEST QUESTIONS
Recorded Date February 23, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other