AICPA Personal Financial Planning (PFP)

AICPA & CIMA
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Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.

  1. 19 THG 9

    Building Financial Capability Across Generations

    When families look to CPA financial planners, they’re often asking more than just tax or investment questions. They want to know: Will my kids be ready when it’s their turn to inherit? In this episode, Cary Sinnett welcomes Mindy Kalinowski Earley, consultant to ultra-high-net-worth families and Chief Learning Officer at Family Office Exchange. With two decades of experience at the intersection of family dynamics and education, Mindy challenges planners to move beyond balance sheets and into legacy stewardship. Together, they explore: ·       Why preparing heirs is about purpose, values, and emotional intelligence—not just financial literacy. ·       How advisors can help design learning experiences that build resilience, trust, and stewardship across generations. ·       The hidden lessons families pass down through behavior and how advisors can help surface values more intentionally. ·       Practical ways to start the conversation about rising-generation education with clients. For CPA financial planners, this conversation offers insight into one of the most complex and rewarding areas of planning: ensuring that wealth transitions are not just tax efficient, but truly human-centered. Resources: Podcast: How to talk to your kids about your estate plan Podcast: Guiding families in their philanthropic endeavors Article: Talking to your kids about money Video: Financial independence: Rethinking retirement Video: Discover how to have impactful legacy conversations This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    28 phút

  2. 5 THG 9

    The Exit Blueprint: Strategies to Maximize Value and Minimize Risk

    When business owners skip exit planning, the fallout can be brutal; value lost, families divided, legacies diminished. But with the right strategy, an exit isn’t chaos, it’s a launchpad: valuations climb, transitions smooth out, and owners step confidently into their next chapter. In this episode of the AICPA Personal Financial Planning Podcast, host Cary Sinnett welcomes Daniel D. Meiklejohn, JD, CPA, PFS. With his rare combination of legal, tax, and financial planning expertise, Daniel helps business owners turn exits from reactive scrambles into deliberate successes, covering everything from succession and valuation to wealth transfer and legacy planning. Listeners will learn: · The #1 risks owners overlook before selling · Why building the right advisory team changes the outcome · How early planning boosts valuations (and reduces stress) · Where CPA financial planners fit into the exit conversation · Practical ways to help clients start planning today This episode is a must-listen for CPA financial planners who work with business owners—or anyone who wants to sharpen their edge in succession and legacy planning. AICPA Resources: https://www.aicpa-cima.com/cpe-learning/webcast/business-exit-planning https://pfplanning.libsyn.com/business-exit-transitions-for-cpa-financial-planners https://www.aicpa-cima.com/professional-insights/article/pcps-succession-planning-survey

    31 phút

  3. 22 THG 8

    Portability Denied: The Compliance Misstep That Cost Millions with Bob Keebler

    What happens when one overlooked detail turns a thoughtful estate plan into a multi-million-dollar tax disaster? In this episode of the AICPA Personal Financial Planning Podcast, nationally recognized tax and estate planning expert Bob Keebler joins Cary Sinnett to unpack the cautionary tale of Roland v. Commissioner. Despite well-crafted trusts and modest estates, a simple misstep in making the portability election led to the loss of $3.7 million in estate tax exemption. The case underscores the reality that “substantial compliance is not enough” when filing Form 706—and the reputational and financial risks that follow. You’ll learn: Why the IRS and courts denied the portability election—and what it means for practitioners. How valuation, appraisals, and strict filing compliance can make or break an estate. What CPA financial planners can do to collaborate effectively with attorneys and safeguard clients from hidden estate administration landmines. Practical risk management steps firms should adopt to prevent similar outcomes. Listen in to protect your clients’ legacies, preserve your professional reputation, and avoid the quiet traps buried in estate planning compliance. Resources: https://www.aicpa-cima.com/resources/download/guide-to-financial-and-estate-planning-vol-4 https://pfplanning.libsyn.com/estate-planning-portability-pfp-section https://www.aicpa-cima.com/resources/video/critical-income-estate-and-trust-planning https://www.aicpa-cima.com/cpe-learning/course/estate-planning-certificate-program

    16 phút

  4. 8 THG 8

    A New Kind of Deduction: Advanced Planning Strategies for a Changed Tax Code

    Jeff Levine joins us to break down one of the most surprising features of the new tax law: a brand-new type of deduction that could significantly change the way we think about AGI thresholds, phaseouts, and entity planning. In this episode, we unpack how the latest changes in the tax code are opening up advanced strategies for clients, and where financial planners need to stay sharp to avoid stealth cliffs and missed opportunities. Key Topics Covered: The new above-the-line deduction and who can benefit Planning around AGI phaseouts and stealth tax cliffs Leveraging non-grantor trusts for charitable and income planning Avoiding estate planning complacency amid exemption increases Rethinking entity structure in light of expanded QSBS rules Resources: Planning after tax changes Podcast: BBB Crossover Special A summary for tax planning This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    31 phút

  5. 25 THG 7

    Future-Proof Your Firm: Attracting Gen Z to CPA Financial Planning

    The pipeline is aging—and the profession is feeling the pressure. But what if Gen Z isn’t just the next wave of talent, but the spark that transforms your practice? In this energizing episode, Cary Sinnett sits down with Sherron Permashwar, CPA and founder of The Modern Savvy CPA, to unpack why recruiting Gen Z isn’t just important—it’s essential. Sherron brings her insight as a 27-year CPA veteran with a digital-native following to explore: ·       What Gen Z really wants from a career in financial planning ·       How to move from a “hierarchy” mindset to a “community” culture ·       Why high schools and colleges are missing the mark—and how you can fill the gap ·       Content strategies CPA firms can use to build credibility and trust on TikTok, YouTube, and beyond ·       How purpose, flexibility, and mentorship drive Gen Z retention If you’re ready to future-proof your firm and attract the next generation of purpose-driven professionals, this episode is for you. Resources: Article: Mentoring at CPA firms fosters strong leaders Article: Notable gaps between what Gen Z expects and what employers offer Toolkit: CPA Pipeline Article: Learn more about the Accounting Scholars Leadership Workshop

    18 phút

  6. 11 THG 7

    Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines

    When disaster strikes—wildfire, flood, earthquake—will your clients’ finances survive the storm? In this episode, host Cary Sinnett speaks with Mitch Freeman, CPA/PFS, a nationally recognized advisor with firsthand experience navigating the financial aftermath of natural disasters. Mitch shares practical insights on: ·       Proactive steps to prepare clients financially for disasters ·       Insurance challenges in high-risk areas ·       How private adjusters can ease post-disaster stress ·       Essential documents and checklists every client should have ready With over 60 years in the profession, Mitch offers hard-won wisdom and actionable advice to help CPA financial planners build financial resilience into every plan. Resources:        Disaster preparedness        Aftermath of a natural disaster checklist        Dealing with catastrophic property loss        Disaster management essentials for CPAs        A primer on disaster planning, relief, and recovery with a CPA        Disaster Relief Resource Center        State Disaster Tax Relief Guide        AICPA Benevolent Fund – Disaster Support Application This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    28 phút

  7. 4 THG 7

    BBB Crossover Special: How the New Tax Law Changes Everything for Your Clients

    The One Big Beautiful Bill Act is no longer a proposal, it’s the law. That means CPA financial planners must shift gears fast. In this special crossover episode of the AICPA Personal Financial Planning Podcast and the AICPA Tax Odyssey Podcast, host Cary Sinnett is joined by nationally recognized experts Bob Keebler and Mark Gallegos to break down what the new law really means for your clients and your planning strategies. From the permanent TCJA tax brackets and QBI deduction to enhanced SALT caps, PTET elections, and new income exclusions for tips and overtime, this episode delivers high-level insights you can act on immediately. You’ll also hear forward-looking guidance on Roth conversions, entity structure decisions, estate and gifting strategies, and what Medicaid reforms mean for clients with multigenerational care responsibilities. This is the must-listen briefing every CPA financial planner needs right now. Resources: 2025 Reconciliation charts Planning for tax changes and tax reform 2025 House tax bill This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    29 phút

  8. 24 THG 6

    Latest tax proposals: Real-time tax and financial planning conversations

    In this special crossover episode between the AICPA’s Tax Section Odyssey and PFP Section podcasts, April Walker is joined by Bob Keebler and Mark Gallegos to break down the fast-moving tax legislation landscape. They walk through key provisions in both the House’s “One Big Beautiful Bill Act” and the Senate’s proposal, sharing what matters most for client conversations right now. Topics include: Timing and reconciliation process in Congress Section 199A and SALT cap updates PTET deduction differences and planning impact Section 174 R&D expensing changes Bonus depreciation and Section 179 updates Opportunity Zones and energy credits Why now is the “opportunity season” for proactive client outreach This episode is your go-to briefing for what’s in motion and how to stay ahead. Tune in to hear what tax advisors need to know — and how to start client conversations before the final bill hits the President’s desk. Resource: PFP considerations across 2025 legislative proposals

    32 phút
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4,6
/5
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Giới Thiệu

Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.

Thông Tin

  • Nhà sáng tạo
    AICPA & CIMA
  • Năm hoạt động
    2018 - 2025
  • Tập
    325
  • Xếp hạng
    Sạch
  • Bản quyền
    ©2025 Association of International Certified Professional Accountants. All rights reserved.
  • Trang web chương trình
    AICPA Personal Financial Planning (PFP)

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