Get full access to the2025 Personal Financial Planning Conference in two convenient sessions — a comprehensive learning experience designed for CPAs and financial professionals navigating today’s rapidly evolving planning landscape.
This bundled replay delivers eight expert-led sessions covering practical applications of AI, legislative tax planning, estate and retirement strategies, client communication, economic trends, and complex life-event planning. Together, these sessions provide a well-rounded view of the tools, risks, and opportunities shaping personal financial planning today. Or just attend whichever one works best in your schedule.
Donald Tomoff, CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
For a sample of Don’s instructor style, please see his video on Generative AI and ChatGPT.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA. Robert s 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.
Vice President, Strategic Partnerships & Applied Research
Towson University
Dr. Daraius Irani serves as Vice President of Strategic Partnerships and Applied Research at Towson University. In this role, he fosters the development of partnerships between business, government, and education that contribute to the economic vitality of the greater Baltimore region.
For over 25 years, Irani has served in several senior leadership roles at Towson University. As vice president, Irani provides leadership and management to over 70 highly-skilled professionals who work on campus and in state agencies across the state. Collectively, his teams work to open the doors of the university to solve pressing problems, further community collaboration, expand learning opportunities, and generate economic development.
Irani is committed to Towson University and has set priorities that reflect that commitment. These include working to better integrate the Division into the University; advancing Towson University’s reputation as a leader in applied research, education, and entrepreneurship; and making positive impacts through university-community partnerships.
Additionally, Irani serves as chief economist for the Regional Economic Studies Institute (RESI) at Towson University, a policy group providing economic, fiscal impact, and policy analysis to state agencies, nonprofit organizations, and private sector firms. During his tenure at RESI, Irani has managed and served as lead economist on well over 500 research and analysis projects. He also has produced over 250 economic and fiscal impact statements for a diverse portfolio of clients.
Irani is often called upon to provide economic presentations to organizations across Maryland. He has appeared on CNN, the Marc Steiner show, WYPR’s Midday, and Maryland Public Television’s Business Connection. He is often quoted in articles published by Maryland Daily Record, Baltimore Business Journal, The Baltimore Sun, and Washington Post.
Dr. Irani holds a Ph.D. in economics from University of California, Santa Barbara; a M.A. in business economics from University of California, Santa Barbara; and a B.A. in economics from University of California, San Diego.
Dr. Irani is an avid bicyclist and golfer.
