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Keebler & Associates, LLP

Keebler & Associates, LLP is a tax advisory and CPA firm located in Green Bay, Wisconsin. We provide family wealth transfer and estate tax planning and retirement distribution planning. We also provide educational resources to the estate planning community including attorneys, financial advisors, trust officers, accountants and insurance professionals.

Our private practice clients are high net worth individuals from across the United States who come to us seeking advice and insight on preserving accumulated wealth. Our role is of a trusted advisor with specialization that is nationally recognized in the areas of tax and estate planning. To effectively serve our clients, we take time to build a relationship with each one so that we understand their objectives, values and concerns. This allows us to develop customized, tax-minimizing strategies and solutions that deliver clarity and peace of mind.

Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils.  He has 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 150 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 recently been quoted in The New York Times in an article titled: “The 1040 Blues” where he provided insight on capital gains tax.  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.

Robert S. Keebler, CPA, MST, AEP (Distinguished)
Robert.Keebler@KeeblerandAssociates.com
920.593.1701



Stephen J. Bigge, CPA, CSEP is a Partner with Keebler & Associates, LLP whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs.  He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration.

Stephen graduated Summa Cum Laude from Lakeland College in 2001 and achieved the third best CPA exam score in the state of Wisconsin.  Stephen is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns.  In addition, Stephen is a frequent writer for Taxes Magazine in his area of expertise.

Prior to joining Keebler & Associates, LLP Stephen was a Tax Manager with Baker Tilly Virchow Krause, LLP.

Stephen.Bigge@keeblerandassociates.com
920.593.1702



Peter J. Melcher, JD, LL.M., MBA
is a Partner with Keebler & Associates, LLP. He specializes in tax planning for high net worth individuals. Peter has extensive experience in domestic and foreign estate planning, business succession planning and income tax planning for investors and corporate executives.
 
He also implements sophisticated tax strategies like FLPs, GRATs, IDGT sales and charitable trusts as well as prepares private letter ruling requests.  Peter is a frequent author for national tax journals including Estate Planning, Trusts & Estates, TAXES, the Real Property Probate and Trust Report, the Practical Tax Lawyer, the Journal of Financial Planning, The Estate Planning Review, and the Marquette Elder's Advisor.
 
Peter is a member of the State Bars of Wisconsin and Illinois. He received his law degree from the University of Wisconsin-Law School, his Masters of Law in Taxation from DePaul University and his Masters of Business Administration from the University of Chicago.
 
Prior to joining Keebler & Associates, LLP Peter was a Senior Tax Manager with Baker Tilly Virchow Krause, LLP.
 


Michelle L. Ward, JD, LLM, CSEP – is a Partner with Keebler & Associates, LLP whose emphasis is in estate planning with primary focus on retirement distribution planning. She also analyzes trusts for designated beneficiary status, benefits, and viability of inherited IRA analysis, as well as prepares private letter ruling requests and specimen retirement planning documents.  Michelle has received more than 30 favorable private letter rulings and is a Certified Specialist in Estate Planning.
 
Michelle received her bachelor's degree from the University of Wisconsin-Madison and her law degree from the University of Wisconsin-Madison Law School and received her LLM in estate planning from Western New England College of Law.  Her professional affiliations include the State Bar of Wisconsin and the Green Bay Estate Planning Forum.

Michelle is also co-author of Panel Publishing's Roth IRA Answer Book (2008 through 2014 editions) and Quick Reference to IRAs (2008 through 2013 Editions) and AICPA's The Small Business Jobs Act of 2010: Tools, Tips, and Tactics.  Michelle has also authored articles appearing in Trusts & Estates, Investments and Wealth Monitor, and Journal of Retirement Planning. Michelle is a member of the editorial advisory board of Penton Media’s Trusts and Estates magazine.

Prior to joining Keebler & Associates, LLP Michelle was in private law practice in Green Bay and was also a Senior Consultant with Baker Tilly Virchow Krause, LLP.
  Lorman Distinguished Faculty Member
 

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