Webinar Registration

Critical Planning Ideas for the Mass Affluent
Date: Wednesday, February, 18 2026 12:00 PM
CE Eligible
Duration: 90 minutes
Bob Keebler
Bob Keebler, CPA, AEP
Tax Planning Educator | CPA Keebler and Associates

Bob Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP, where his practice centers on wealth preservation, estate and gift planning, charitable strategies, retirement distribution planning, and estate administration. He has represented numerous clients before the IRS and secured more than 350 favorable private letter rulings.

A nationally recognized speaker known for simplifying complex tax concepts, Bob has authored over 100 articles and books and has presented at major conferences since 1993, including Heckerling, AICPA national events, ABA programs, NAPEC, and Notre Dame’s Estate Planning Conference. Forbes has named him one of America’s Top 200 CPAs, one of the Top 100 Most Influential Practitioners, and one of the Top 40 Tax Advisors to Know During a Recession.

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In 2026 your clients with income from $100,000 to $500,000 have the ability to implement dozens of strategies that can make an important difference in their financial lives. Join highly respected Bob Keebler, CPA to learn the most important and time-appropriate planning techniques that you should be discussing with your clients.

Here's a list of what Bob will cover:

  • OBBBA Core Review
  • Opportunity Zone opportunities & challenges
  • Tax Incentives for Equity Investments in Small Business Corporations
  • Reporting Income from an Installment Sale
  • Understanding Itemized Deduction Strategies
  • Implementing 529 College Plans for children and grandchildren
  • Understanding tactical Roth conversions vs. strategic Roth conversions
  • Refresher on the Wash Sale Rules
  • Gain harvesting strategies and the time value of money
  • Critical concepts of fiduciary income taxation
  • Proactive planning, and relief for missed, portability elections

*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.