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.

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

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.