Small Planning Conversations That Lead to Bigger Engagements
In this episode, Kerry Sinnott and guest Jackie Cummings‑Koski highlight five quick, high‑impact strategies CPA financial planners can use to add immediate value for clients. They dive into expanded 529 plan uses—including paying for professional credentials, covering K‑12 expenses, seeding Roth IRAs, and creating family scholarships—explain how Section 72(t) can provide penalty‑free early retirement withdrawals, explore multi‑generational HSA opportunities, and outline charitable giving tactics for both non‑itemizers and larger donors. Jackie brings her expertise as a nationally recognized financial educator and author, offering practical conversation starters that can spark deeper client engagements.
Transform Tax Season Into Year-Round Client Value with Dr. Brianne Smith
In this episode, Kerry Simmet talks with Dr. Brianne Smith, a CPA and financial planning veteran, about how integrating personal financial planning (PFP) transforms a CPA’s client service model. Smith explains that adding planning not only deepens client relationships and...