Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals

Bob Keebler has been educating CPAs for decades about taxation of individuals. Having ghost-written a personal finance column that ran in 2,000 weekly and daily newspapers for the American Institute of CPAs from October 1983 to March 1986, I was privileged to get to know many the best CPAs in the country specializing in personal financial planning before I turned 30.

Bob follows tax geniuses like Sidney Kess, a legendary professional educator since the 1960s, who reportedly is still teaching! Thought leaders with a gift like theirs emerge once in a generation, savants at tax and financial planning, with a passion for it. Replay Bob’s trust and estate planning session to see why he gets such a high ratings and the comments below.


Bob started teaching tax on A4A 10 years ago and was our first monthly instructor. Then, Craig Israelsen, Ph.D., was invited to teach quarterly about portfolio design. In March 2011, economist Fritz Meyer, the perfect strategist for independent advisors, appeared, thus, completing with divine providence a vision for making the future of financial advice happen sooner.

Since getting started at the height of the October 2008 financial crisis, by hosting a webinar to bring together independent professionals, A4A has matured. If bringing together independent advisors is like herding cats, then herding the smartest 1% of you cats is 100 times harder. Despite great frustration, A4A has achieved its initial goal of building a community of the finest professionals in the nation, unifying you based on the content you value from Fritz, Craig, and Bob.

When you replay this session about trusts and estate planning, keep in mind that Bob has taught more than 120 classes on A4A, and Fritz and Craig have taught as many credit/hours. These three thought leaders have trusted me with their intellectual property for years because we shared vision to build something better. Our vision is now a reality, and A4A is a strong community supported by like minded professionals. Now we are going to take our collaboration deeper with those of you who are so inclined. Taking our collaboration to the next level, A4A 2.0 now bring our network to the public in and 

By segmenting real financial professionals in directories consumers can search to find a local financial professional by zip code, A4A is disrupting the education of financial advisors and their marketing. We’re dedicated to a brand of financial advice in the best interest of consumers and A4A 2.0 is institutionalizing this to benefit all concerned. 

Bob's received a 4.8 star-rating and attendee reviews are below.

  • Very informative
  • Not enough time - s/h/b twice as long
  • Good job. Bob gave a good overview of the key elements and terms impacting the estate planning area.
  • Pretty good, but a little basic
  • The charts really helped clarify aspects of this topic.
  • This was a solid introduction to the legal principles of trusts and estates. It is particularly useful to non-lawyers. Bob is a great teacher and makes difficult concepts easy to understand and comprehend with his instructional style. Also appreciate the various caveats that Bob consistently throws out to attendees on how to avoid certain pitfalls, how to use common sense when acting as an advisor in these cases, and how to avoid liability in general. This is very important to all advisors. Thank you. 
  • Very knowledgeable
  • This could have been 2 hours long with info available
  • Good refresher.  Need to cover some of these topics in greater depth.
  • Informative, clear, insightful
  • Helpful to have written answers to questions after presentaton
  • Way too simplistic
  • Very useful - wish there was more time!
  • Great
  • The best from Keebler yet.
  • Too basic for me but the slides are pretty good for the uninformed
  • Excellent topic - very informative!
  • I appreciated Mr. Keebler answering my question!
  • Fairly straight-forward info.  It's nice confirm your own knowledge in these areas.
  • Great
  • Good but very basic. It would be nice to hear more about tax planning strategies to distribute trust income to beneficiaries and avoid the punitive tax rates in the trust when you have flexibility.
  • "Keebler is great.  Thanks for being more timely with start and finish time."
  • Always great info and Bob always talks too fast.  It would be nice if he could slow down for the more complex concepts and give some examples and ok to be brief on the basic definitions, but he just races thru everything and it can be hard to follow when he's talking about these cross-state trust moves--those are NOT basic concepts the way that Grantor, Trustee, Beneficiary are!
  • This is the first webinar I found very boring



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