AICPA ENGAGE 26

June 8-11, 2026 · Las Vegas, NV

ENGAGE is the AICPA's largest annual event and effectively several conferences running under one roof — tax, personal financial planning, practice management, technology and advisory all programmed in parallel. That structure is the draw: a CPA whose firm spans compliance and advisory can cover both without attending two events.

Who attends

CPAs across tax, audit and advisory, PFS credential holders and CPA financial planners, firm managing partners, and the technology providers serving accounting and advisory firms.

What was on the agenda

• Tax strategy and current legislative developments

• Personal financial planning and the PFS track

• CPA firm practice management, staffing and pricing

• Technology, automation and AI in accounting and advisory

• Building wealth advisory inside a CPA firm

Why CPA firms adding advisory hit the data problem hardest

An accounting firm launching wealth management ends up running two businesses on two entirely separate technology stacks — tax software and document management on one side, custodians and portfolio systems on the other — with the same clients in both and no shared view of them. Producing one picture of a household across that divide is the operational challenge behind the whole convergence trend.

Milemarker is the data infrastructure layer for wealth management, unifying account, document and held-away data across 130+ systems.

Talk to us about your firm's data layer