40th annual MACPA PFP Conference addresses increasingly complex issues — and the means for effectively communicating them to clients
The MACPA’s Personal Financial Planning Committee achieved a notable milestone — its 40th annual conference — on Oct. 28, 2025, continuing its long tradition of bringing cutting-edge, expert-presented financial planning education to the CPA community.
Conference presentations included coverage of artificial intelligence in the wealth management industry as well as tax and financial planning strategies following the passage of the One Big Beautiful Bill. Other technical presentations included “How to Address Underappreciated Risks in Social Security Planning,” and “Streamlining Estate Planning: Practical Strategies and Tech Solutions for Everyday Clients.”
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