OMRF Estate Planning Seminar
Oklahoma City – 1-5 p.m., Dec. 2
Tulsa – 8 a.m.-noon, Dec. 3
$100 | Four hours of CLE
Gain the edge with Pro Insights. Join tax authority Robert Keebler for an in-person CLE in OKC or Tulsa as he unpacks the latest tax changes, demystifies final IRA rules, and dives deep into SLAT structuring. Elevate your estate planning expertise and prepare to deliver forward-thinking strategies for your clients’ futures.
Oklahoma City, Dec. 2
OMRF, 820 N.E. 15th St.
12:30-1 p.m. | Registration
1-1:15 p.m. | Welcome and Introductions
1:15-2:30 p.m. | Part I – Likely Tax Changes Under the New President
– 10-minute break –
2:40-3:45 p.m. | Part II – Final IRA Regulations
– 10-minute break –
3:55-4:55 p.m. | Part III – SLATs – Legal and Financial Structuring
Tulsa, Dec. 3
DoubleTree Hotel Warren Place, 6110 S. Yale Ave.
7:30-8 a.m. | Registration
8-8:15 a.m. | Welcome and Introductions
8:15-9:30 a.m. | Part I – Likely Tax Changes Under the New President
– 10-minute break –
9:40-10:45 a.m. | Part II – Final IRA Regulations
– 10-minute break –
10:55-11:55 a.m. | Part III – SLATs – Legal and Financial Structuring
Robert is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been 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.
His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression.”
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. Mr. 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.
Proudly Partnering With
Sponsored By
Rogers and Bell
Hartzog Conger Cason
Simmons Bank Wealth Management
