AICPA Personal Financial Planning (PFP)

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


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

AICPA Personal Financial Planning (PFP)By AICPA & CIMA

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

55 ratings


More shows like AICPA Personal Financial Planning (PFP)

View all
Investing Insights by Morningstar

Investing Insights

500 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

778 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

110 Listeners

Tax Notes Talk by Tax Notes

Tax Notes Talk

91 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

592 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

Fidelity Viewpoints: Market Sense by Fidelity Investments

Fidelity Viewpoints: Market Sense

85 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

738 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners