In this episode, Cary Sinnett sits down with Dr. Brianne Smith to explore how CPAs can turn tax work into fully integrated personal financial planning. Drawing on decades of experience leading both a CPA firm and an advisory practice, Brianne breaks down what really changes when you move beyond compliance and step into ongoing client relationships.

They unpack the real barriers holding professionals back, how the PFS credential accelerates the shift, and why the future belongs to advisors who can connect tax and planning into one seamless client experience.

Key answers you'll get:

How can financial planning shift from an add-on to a core part of a CPA's value proposition?
What is one of the pricing models that can reshape both client behavior and advisor relationships?
What practical first steps could a CPA take to integrate planning without disrupting their existing practice?

AICPA resources:

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.

Transform Tax Season into Year-Round Client Value with Dr. Brianne Smith