Podcast appearances and mentions of robert keebler

Taxes and estate planning are an essential part of our wealth's foundation. Today, Robert Keebler, CPA®, the found of Keebler and Associates, joins us to speak on tax compliance, tax reduction, and estate planning.   TIMESTAMPS  0:50 – Introducing Robert Keebler 2:18 – Robert's backstory 4:03 – Coronavirus impact 6:50 – Misconceptions about taxes 9:42 – Tax compliance vs strategy 13:30 – Finding the right people 17:36 – CPAs being conservative 21:58 – Tax planning done poorly and well 23:17 – Tax planning made simple 24:44 – $500,000 investible assets 25:56 – $2 million investible assets 26:27 – $10 million investible assets 27:56 – Estate planning and asset protection 28:38 – Large umbrella insurance policies 31:47 – Questions for CPAs and other professionals 33:14 – How to contact Robert   Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/ Tax Planning Buckets: W2W Tax Planning    RESOURCES About our guest: https://keeblerandassociates.com/about/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600   Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

In this podcast episode Jason interviews Robert Keebler, CPA regarding tax planning strategies under the new rules of the Secure Act.

Equitable interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the recent release of regulations under Code Section 199(A), covering the major provisions and lucrative planning opportunities resultant from these regulations. Our guest is Robert Keebler, CPA/PFS, MST, AEP (Distinguished). IU-2440199 (3/19) (Exp. 3/21)

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing multi-touch marketing systems.  Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”.  Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality. This episode shares:   How to build a twelve-month multi touch marketing plan of meaningful activity.   How to properly think about marketing for your firm.   Committing and scheduling your company to a 12-month marketing calendar.   How to properly implement this 12-month marketing calendar.   Resources Mentioned in the Show: The Academy of Preferred Financial Advisors The Exclusive Coaching Program  

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing effective use of delegation. Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”.  Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality.   This episode shares:   Specific strategies on how to delegate efficiently in order to boost your practice’s potential.   The importance of being clear, giving feedback and setting expectations   The different levels of delegation.   The expectation of having an evaluation meeting after the task is complete.   How to motivate and inspire your team members in order to succeed.  Resources Mentioned in the Show: The Academy of Preferred Financial Advisors The Exclusive Coaching Program    

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing Scalable Systems.  Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of “The Academy of Preferred Financial Advisors”.  Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron’s List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy’s training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality.   This episode shares: A key ingredient in financial success is scalable systems.  The importance of strong leadership and great marketing for a company’s success. The systems in your practice should be repeatable processes that can theoretically take place without direct action. The importance of scalability, which is the measure of how much work a system can handle without malfunctioning. Systems must be documented, measured and controlled and include full input from team members. The importance of collaboration within a company and the use technology. The key things that make an operating plan successful. The importance of having a vision and goals that are shared with the whole team.   Resources Mentioned in the Show The Academy of Preferred Financial Advisors The Exclusive Coaching Program  

Equitable's Tom McGlynn interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the recent release of regulations under Code Section 199(A) focused primarily on the general rules, aggregation rules, anti-abuse rules and the definition of specified services. Guest: Robert Keebler, CPA/PFS, MST, AEP (Distinguished). IU-139159 (8/18) (Exp. 8/20)

Tax Cut & Jobs Act of 2017 - Equitable's Mark Teitelbaum interviews Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on the major provisions in the tax bill as they relate to individual taxpayers, businesses and business owners. They cover the major provisions and the planning opportunities coming out of the tax bill. -- IU-132233 (12/17) (Exp. 12/19)

The 3.8% Medicare surtax on net investment income is set to take effect on Jan. 1, 2013. How this surtax will affect those who are current beneficiaries of charitable remainder trusts is a hot financial planning topic. Robert Keebler explores planning for this new surtax and the Treasury Department's recently issued regulations addressing section 1411 of the Internal Revenue Code, the 3.8% Medicare surtax in his latest podcast.

The Supreme Court’s decision upholding the Affordable Care Act confirmed that taxpayers whose income exceeds a threshold amount will be subject to a 3.8% Medicare surtax on net investment income, effectively raising their marginal income tax rate. However, whether the Bush era tax cuts will be extended and, if so, for whom, remains an open question. In light of this uncertainty, CPAs may want to start planning for possible 2013 tax increases now, particularly for clients who will benefit from transferring assets to family members, decisions that can take time to make.