Jimmy Williams, CPA/PFS, shares how the role of the CPA is evolving from compliance technician to holistic financial planner. In this episode, Jimmy and host Cary Sinnett explore how trust, technical excellence, and human connection are converging in a new era of planning, and why CPAs are uniquely positioned to lead it.

· Learn how CPAs can step into their fullest potential as advisors.
· Hear about the added value to your clients and to your practice.
· Discover what's driving this shift—and what's holding some back.
· Gain insight into delivering deeper value through personal connection.
· Explore the future of the profession and how you can be part of it.

AICPA Resources:

Article: Member perspectives: Get support with the PFP Section

Article: Raising awareness of the importance of PFP through the CPA Exam

Video: Use your client's tax return to provide valuable financial advice

Upcoming event: Rise2040: Shaping the Future of Finance and Accounting

Article: Sid Kess on the History and Future of CPAs in Financial Planning

Article: Get to know your community & learn from each other in this series

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.

How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams

AICPA Personal Financial Planning (PFP)

How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams