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.

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.