This webcast replay features four practical sessions from the 2025 Personal Financial Planning Conference, giving CPAs and financial professionals actionable guidance on technology, tax legislation, practice growth, and complex client planning — all in a flexible, replay format designed for busy schedules.
Sessions include:
Gen AI / ChatGPT for Wealth Management
Speaker: Donald Tomoff, CPA, MBA, Invenio Advisors, LLC
A practical guide to using ChatGPT to speed up research, draft client communications, and refine deliverables while maintaining quality and compliance. Includes live demonstrations, ready-to-use GPT tools, and a 30-day quick-start plan.
The Tax Bill and the Best Eight Ideas
Speaker: Robert Keebler, CPA/PFS, MST, AEP (Distinquished) CGMA, Keebler & Associates
An in-depth look at the Senate’s new tax legislation, including estate and gift exemptions, §199A, SALT planning with trusts, expanded §1202 QSBS opportunities, and opportunity zone strategies. This session has been pre-approved for 1 hour of CFP Credit. Please complete the sign-in sheet before the conference concludes, the MACPA will submit the credits on your behalf.
AI and the Wealth Management Landscape
Speaker: Patrick Hannon, Catchlight
Explore how AI is transforming prospecting, outreach, and growth strategies for advisory firms through more targeted leads and personalized communication. This session has been pre-approved for 1 hour of CFP Credit. Please complete the sign-in sheet before the conference concludes, the MACPA will submit the credits on your behalf.
What Accountants Need to Know About the Financial Aspects of Divorce and Pre-Marital Agreements
Speaker: Ferrier Stillman, Esq., Tydings
A focused overview of asset division, retirement accounts, intellectual property, and the role of pre-marital agreements in divorce and estate planning under Maryland law. This session has been pre-approved for 1 hour of CFP Credit. Please complete the sign-in sheet before the conference concludes, the MACPA will submit the credits on your behalf.
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.
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Designed for CPAs and financial professionals who provide personal financial planning, tax, and advisory services and want practical insights on AI, legislative tax planning, and complex client situations.
