![]() ![]() ![]() ![]() Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute. He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. One-time item that our frequently mention that remains unfinished is their estate plan. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. CPA Magazine has also named him 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. (On the bright side, since 2019 we have seen encouraging growth in usage of the estate planning capabilities offered across our ecosystem, with an increase of more than 50 for the 20-39 age group. Mendlowitz emphasizes methods to reduce review time and bottlenecks and improve preparer quality including self-review techniques guaranteed to work. Identify your assets In this task, you will need to identify all of your assets, including real estate, bank accounts, investments, vehicles, and personal. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. This how-to session will also demonstrate how to develop and use reviewer specific checklists and a reviewer qualification test, follow up schedules, and an advance review checklist. Accountants play a huge role in estate planningfrom knowing your client’s asset and property values inside out to helping them plan how to manage and distribute these assets in. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. ![]()
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