Want to create an interactive transcript for this episode?
Podcast: The Way2Wealth®
Episode: Ep 5: Tax and Estate Planning with Robert Keebler, CPA®
Description: Taxes and estate planning are an essential part of our wealth's foundation. Today, Robert Keebler, CPA®, the found of Keebler and Associates, joins us to speak on tax compliance, tax reduction, and estate planning.  TIMESTAMPS 0:50 – Introducing Robert Keebler 2:18 – Robert’s backstory 4:03 – Coronavirus impact 6:50 – Misconceptions about taxes 9:42 – Tax compliance vs strategy 13:30 – Finding the right people 17:36 – CPAs being conservative 21:58 – Tax planning done poorly and well 23:17 – Tax planning made simple 24:44 – $500,000 investible assets 25:56 – $2 million investible assets 26:27 – $10 million investible assets 27:56 – Estate planning...