Robert S. Keebler, CPA, MST is a shareholder in charge of the Schumaker Romenesko & Associates, S.C. Family Wealth Preservation Team in Green Bay, Wis. His practice includes family wealth transfer and preservation planning, retirement planning, charitable giving and succession planning. Keebler has taught for the AICPA, the Wisconsin Bar Association, the Wisconsin Institute of CPAs and numerous other state and national groups. He is a member of the AICPA, the WICPA, the Green Bay Estate Planning Council, and the Planned Giving Board at Lakeland College. In addition to authoring the AICPA's new book he is the author of PPC's publication Guide to Retirement Plan Distributions, and a contributing author to Matthew Bender's The Estate Tax Freeze - Tools and Techniques.