Kitces Tax Intensive CE Day

Ben Henry-Moreland is a Senior Financial Planning Nerd at Kitces.com, where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advicers better and more successful. In addition to his work at Kitces.com, Ben serves clients at his RIA firm, Freelance Financial Planning.

Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth.

In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020.

Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax and financial planning updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.

Lisa leads a team of experienced and credentialed planning specialists who develop customized wealth planning and business advisory solutions for business owners and other high net worth individuals. Lisa started her career 40 years ago at Arthur Andersen in Washington, D.C.

Martin M. Shenkman, CPA, MBA , PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City, New York with Shenkman Law. His practice focuses on estate and tax planning, planning for closely held businesses and estate administration. Martin is the author of 43 books and move than 1,275 articles. He is the Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter' s Kluwer) Co-Chair of Professional Advisory Board, and CPA Journal. Has previously served on the editorial board of many other tax, estate, and real estate publications. Martin founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability and which has been the subject of more than a score of articles. He has written books for the Michael J. Fox Foundation for Parkinson's Research, the National Multiple Sclerosis Society, and the COPD Foundation.

Debra Taylor, CPA/PFS™, JD, CDFA® is the Managing Partner and Chief Tax Strategist at Carson Wealth in Franklin Lakes, with over 27 years of experience in tax and financial planning. A nationally recognized speaker, Debbie is known for bringing clarity, confidence, and humor to complex tax topics. She specializes in advanced tax planning for high-net-worth families and is passionate about educating advisors and empowering women to take control of their financial futures. Debra frequently lectures at national conferences, contributes to leading industry publications, and serves as Director of Practice Management at Horsesmouth. A retired attorney and Cornell Law graduate, Debra combines deep technical knowledge with an approachable style that resonates with professionals and clients alike.

Julie A. Welch (Runtz), CPA, PFS, CFP®, AEP (Distinguished), is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in the Kansas City area who served on the faculty of the AICPA National Tax Education Program for 24 years, served on the AICPA’s planning committee for the “Tax Planning Strategies for the High-Income Individual” conference where she was also a speaker, served as a frequent panelist for the All-Star Tax Series broadcast by Edward Jones, and serves as a frequent panelist for the Surgent Weekly Expert Hour. She served on the AICPA’s Personal Financial Planning Executive Committee and currently serves on the Kansas City Estate Planning Symposium Committee. She speaks nationally on tax-saving topics and, in addition to co-authoring 101 Tax Saving Ideas, writes for several financial planning and business publications. She was named to the Forbes “America’s Top 200 CPAs” in 2024 and was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.

Robert S. Keebler, CPA/PFS, 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 Forbes as one of the 2024 America’s Top 200 CPAs, 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 350 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 30 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. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top Presenter 2022. This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format. He also received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding contributions in the field of tax education and exceptional dedication to the field.