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MACPA's 39th Annual Personal Financial Planning Conference will provide you with updates on the latest trends, tools, and regulations in personal financial planning. You will gain in-depth knowledge from our expert presenters.
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Bill Cates, CSP, CPAE, works with financial professionals to speed up
their growth without increasing their marketing budget. Professionals
tap into Bill’s proven process to multiply their best clients through
introductions from advocates and Centers of Influence, communicate
their value proposition more effectively, and create a reputation in a
profitable target market.
Bill is the author of 3 best-selling books, Get More Referrals Now,
Beyond Referrals, and Radical Relevance. Bill’s newest book, The
Language of Referrals was released in March of 2024. He is the
founder of The Cates Academy for Relationship MarketingTM, and is
the host of the acclaimed Top Advisor Podcast
(www.TopAdvisorPodcast.com) – now ranked in the Top 5% of
podcasts worldwide.
Speaker: Bill Cates, CSP, CPAE, President, The Original Referral Coach
Client retention and referrals are the lifeblood of your business.
In this lively presentation, you will discover how to:
Building a culture of referrals will allow you to increase your revenue without increasing your marketing budget.
Robert is 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.
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, LLP
The Tax Cuts and Jobs Act doubled the estate tax exclusion and therefore sunset will effectively reduce the current exemption by half. The tricky part is that those who use their exclusion before sunset can capture a huge benefit, but doing so may be challenging. Spousal Lifetime Access Trusts (SLAT) have therefore become a powerful planning tool. This course will cover the challenges facing those currently planning for the estate tax, the benefits of using a SLAT, and other powerful ideas to help your clients navigate this difficult transition.
* This session has been pre-approved for 1 hour of CFP credit.
Robert is 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.
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler & Associates, LLP
Estate planning for IRAs in a second marriage is a topic filled with hidden landmines just waiting to trip up the unsuspecting advisor. The dangers inherent in using Conduit Trusts is a perfect example. Another example is an IRA payable to a QTIP trust. Sounds simple, right? Not so fast! An IRA payable to a QTIP trust sets up a problematic mismatch between how state law defines "fiduciary accounting income" and the surviving spouse's expectations as to what kind of income s/he would actually received. All of this puts a premium on the advisor having to sharpen their skills, which is exactly what Bob Keebler will help you do. In his fast-moving, content-packed webinar, Bob breaks down all the technical rules so you don't make that one fatal mistake.
* This session has been pre-approved for 1 hour of CFP credit.
Kelley C. Long, CPA/PFS, CFP® Unbiased Financial Wellness Coach and Consultant, Speaker, Podcaster and Personal Finance writer Greater Tucson Area Summary I help smart, responsible women and couples optimize their finances through unbiased financial coaching on a fee-only basis - no investment management, no products to sell. I am 100% independent and thrive on helping "everyday people" make the most of their hard-earned money. Book a session with me to get started! I am passionate about educating Americans about money and providing independent, unbiased financial coaching to enable people to become more financially secure. I do this through one-on-one coaching and facilitating online courses as well as through freelance writing, blogging, volunteering, speaking engagements and regular media appearances. Much of my media exposure comes from my involvement with the National CPA Financial Education Advocacy Group. I have been published in the Wall Street Journal and I wrote the Weekly Savings Tip for feedthepig.org, an award-winning former collaboration between the AICPA and the AdCouncil. As part of this, I have hosted two national satellite media tours and have been interviewed on NBC National, Fox Business and WGN Chicago about financial topics including couples and money, tax tips and saving for the costs of summer. One of my strengths is the ability to simplify complex ideas and I use this skill throughout my professional and volunteer roles. I have held positions in several areas of the financial services industry, marketing, communications, financial planning and public accounting while remaining active in the financial literacy community and in leadership positions with the Professional Women’s Club of Chicago. Page 1 of 5 I'm a Midwestern native with Midwestern values, thriving in the Sonoran desert outside Tucson, Arizona. My husband and I spend our time hiking, playing pickleball, laughing at our 2 cats and marveling at the fulfilling social life we created after moving across the country in our mid-40's to a place where we knew no one. Here to testify that it's possible to make friends in your 40's, even if you don't have kids and even if you work from home. My life motto is: It doesn't have to suck to count. In other words, you can achieve great things especially when you enjoy the process. Let's find your financial bliss! Experience Financial Bliss with Kelley Long Financial Wellness Coach and Founder July 2020 - Present (4 years 4 months) Oro Valley, Arizona, United States
Speaker: Kelley C. Long, CPA/PFS, CFP
Remote work is here to stay, at least for professional services and personal financial planning firms. How do you allow employees requested flexibility to work outside the office without risking disengagement or loss of talent? Kelley Long, PFS and financial wellness coach, will be leading a discussion based on her own experience as a remote employee working for a company with an office-based workforce before remote work was commonly available. You’ll learn subtle pitfalls to avoid as well as best practices to keep both in-office and remote workers engaged in the company culture for the ultimate success of all stakeholders.
Kelley C. Long, CPA/PFS, CFP® Unbiased Financial Wellness Coach and Consultant, Speaker, Podcaster and Personal Finance writer Greater Tucson Area Summary I help smart, responsible women and couples optimize their finances through unbiased financial coaching on a fee-only basis - no investment management, no products to sell. I am 100% independent and thrive on helping "everyday people" make the most of their hard-earned money. Book a session with me to get started! I am passionate about educating Americans about money and providing independent, unbiased financial coaching to enable people to become more financially secure. I do this through one-on-one coaching and facilitating online courses as well as through freelance writing, blogging, volunteering, speaking engagements and regular media appearances. Much of my media exposure comes from my involvement with the National CPA Financial Education Advocacy Group. I have been published in the Wall Street Journal and I wrote the Weekly Savings Tip for feedthepig.org, an award-winning former collaboration between the AICPA and the AdCouncil. As part of this, I have hosted two national satellite media tours and have been interviewed on NBC National, Fox Business and WGN Chicago about financial topics including couples and money, tax tips and saving for the costs of summer. One of my strengths is the ability to simplify complex ideas and I use this skill throughout my professional and volunteer roles. I have held positions in several areas of the financial services industry, marketing, communications, financial planning and public accounting while remaining active in the financial literacy community and in leadership positions with the Professional Women’s Club of Chicago. Page 1 of 5 I'm a Midwestern native with Midwestern values, thriving in the Sonoran desert outside Tucson, Arizona. My husband and I spend our time hiking, playing pickleball, laughing at our 2 cats and marveling at the fulfilling social life we created after moving across the country in our mid-40's to a place where we knew no one. Here to testify that it's possible to make friends in your 40's, even if you don't have kids and even if you work from home. My life motto is: It doesn't have to suck to count. In other words, you can achieve great things especially when you enjoy the process. Let's find your financial bliss! Experience Financial Bliss with Kelley Long Financial Wellness Coach and Founder July 2020 - Present (4 years 4 months) Oro Valley, Arizona, United States
Speaker: Kelley C. Long, CPA/PFS, CFP
Health Savings Accounts continue to gain popularity as a triple-tax free retirement and healthcare planning vehicle and are looking to their trusted advisor for answers around the nuances. The session will take a deep dive into the details of Health Savings Accounts, offering best practices for maximizing the wealth-building aspects as well as common pitfalls to avoid. Expect tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA as well as end-of-life HSA planning for maximum tax-efficiency.
* This session has been pre-approved for 1 hour of CFP credit.
Bryan Armour
Bryan Armour is director of passive strategies research for North America at Morningstar
Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He also serves as editor
of Morningstar ETFInvestor newsletter.
Before joining Morningstar in 2021, Armour conducted trade surveillance and investigations for
the Financial Industry Regulatory Authority, specializing in exchange-traded funds. Prior to
Finra, he worked for a proprietary trading firm as an options trader at the Chicago Mercantile
Exchange.
Armour holds a bachelor's degree in economics from the University of Illinois at
Urbana-Champaign. He also holds the Chartered Financial Analyst® designation.
Speaker: Bryan Armour, CFA, Director of Passive Strategies for North America, Morningstar Research Services, LLC
ETFs are eating the fund world. Over the past five years, investors have added $5 trillion more to ETFs than mutual funds. But ETFs aren't always the optimal investment vehicle. In this session, I'll talk about ETF advantages that really matter to investors and what to consider before buying an ETF or a mutual fund.
* This session has been pre-approved for 1 hour of CFP credit.
Ed Stubbins
Partner
Mr. Stubbins is a partner and behavioral finance product specialist at FullerThaler. He is
responsible for the firm's behaviorally driven equity portfolios. Mr. Stubbins was
previously Director of Alternative Strategies for Symphony Asset Management, LLC in
San Francisco, CA where he was responsible for the firm's hedge fund strategies. Prior
to that, he was Vice President at Pacific Investment Management Company (PIMCO) in
Newport Beach, CA. Mr. Stubbins was also a Director at Prudential Capital Group
where he was responsible for managing a credit portfolio. He has also held positions
with Merrill Lynch and Honeywell, Inc.
Mr. Stubbins has and is a CFA Charterholder. He holds a bachelor's degree in
Chemical Engineering from North Carolina State University and an MBA in Analytical
Finance and Accounting from the Kellogg School of Management at Northwestern
University. He is also a member of the CFA Society of San Francisco. Mr. Stubbins is
an owner of the firm and a member of the board of directors.
Speaker: Ed Stubbins, CFA, Partner, Fuller & Thaler Asset Management
The presentation will focus on ways that behavioral mistakes can be predicted and leveraged in the investment decision making process. FullerThaler is an asset manager that specializes in managing equity mutual funds that leverage behavioral techniques in the investment process.
* This session has been pre-approved for 1 hour of CFP credit.
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.
Speaker: Daraius Irani, Ph.D., Vice President, Strategic Partnerships & Applied Research, Towson University