Wealth Transfer Planning for Clients with Large IRAs
Date: Thursday, March 19, 2026
Time: 11:45am - 1:30pm
Location: 301 East Fourth Street, Suite 3300, Cincinnati, OH 45202
Speaker: Bob Keebler
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Join us on Thursday, March 19, 2026, for a special lunch meeting featuring nationally recognized tax expert Bob Keebler, who will be presenting to us virtually.
While Bob will be joining remotely, this will be a fully interactive session — including time for live Q&A, giving you the opportunity to ask questions directly and gain practical insights you can apply immediately.
We hope you’ll join us for what promises to be an informative and engaging program.
Board of Directors, Cincinnati Estate Planning Council
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IRA planning in 2026 sits at the crossroads of SECURE 2.0 and the One Big Beautiful Bill Act (OBBBA). Advisors must now navigate shifting income and estate tax regimes and OBBBA’s new framework for high-income and high-net-worth families. Mastery of property law, income tax, estate tax, charitable structures, and financial engineering is essential.
Bob will deliver a comprehensive, OBBBA-era guide to helping clients with large IRAs preserve, grow, and transfer wealth.
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Date:
Thurs., March 19, 2026
Time:
11:45 AM - Registration
12:00 PM - Program & Lunch
1:30 PM - Adjourn
Cost:
Members - $15
Non-Member - $35
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Location:
FBT Gibbons
301 E. Fourth Street
Suite 3300
Cincinnati, OH 45202
Deadline to Register:
MON., MARCH 16TH
Note: refunds will not be given for cancellations received after the registration deadline.
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APPROVED CEU Credits*
CPA
KY Legal
OH Insurance
OH Legal
Pending CEU Credits
CFP
*Certificate of attendance available upon request if we do not file a credit you need.
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Thank you to our Presenting Sponsor!
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2025-2026 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Robert S. Keebler, CPA/PFS, AEP(Distinguished), CGMA
Keebler & Associates
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.
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