AICPA Personal Financial Planning (PFP)

These podcasts are produced and brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. They cover a broad range of topics of interest to accounting and finance professionals worldwide.

This selection features all of our shows that are currently active. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app.

We welcome your feedback, along with any questions and suggestions. Get in touch at podcast@aicpa-cima.com

AICPA is the abbreviation for the American Institute of CPAs, and CIMA stands for the Chartered Institute of Management Accountants. Our founding membership bodies continue to serve professionals, students and the public worldwide when communicating specific legal, regulatory statutes and governance.

AICPA & CIMA Show(s) Available

Trump Accounts are Coming - and You Need to be Ready

Feb 06, 2026

Trump Accounts are here, and they come with a mix of opportunity and complexity. In this episode, Cary Sinnett (PFP Podcast) and April Walker (Tax Odyssey) team up with Sebrina Ivey, CPA/PFS, to break down the key rules and planning implications CPA Financial Planners need to understand.

What’s covered:

Bob Keebler on The Renaissance of Income Tax Planning

Jan 23, 2026

Non-grantor trusts are stepping into the spotlight, not for estate tax, but for income tax planning. In this episode, Cary Sinnett sits down with tax expert Bob Keebler to explore how the One Big Beautiful Act (H.R.1) reshapes the planning landscape. You’ll hear how you can use trusts to reclaim lost SALT deductions,...

From Busy Season to Better Seasons: A CPA’s Path to Planning with Deb Meyer

Jan 09, 2026

Busy season does not have to define a CPA’s entire year.

In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Deb Meyer, CPA and founder of WorthyNest, to discuss her path from tax compliance to integrated financial planning.

Deb shares why she merged her CPA firm and RIA, how...

Cracking the AI Code for CPA Financial Planners

Dec 26, 2025

Host Cary Sinnett is joined by Dr. Brianne Smith, a PFP practitioner, CPA firm owner, and accounting professor at Auburn University, for a timely conversation on artificial intelligence in financial planning.

Artificial intelligence is moving quickly into financial planning workflows, but not all “AI” tools are...

Jeff Levine on the Planning Tug-of-War: Income vs. Estate

Dec 18, 2025

In this episode, host Cary Sinnett is joined by Jeff Levine, CPA, CFP, a nationally recognized tax planning thought leader, to examine one of the most persistent dilemmas in personal financial planning: the tension between income tax strategies and estate tax minimization.

They explore why these two priorities...