Latest tax proposals: Real-time tax and financial planning conversations
AICPA Personal Financial Planning (PFP) · AICPA & CIMA
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Show Notes
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.
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