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permanent relief for pass-throughs? | quick tax tip

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the 199a deduction just got a second life — and a boost.

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quick tax tip
with art werner
cpe today

when section 199a was introduced under the 2017 tax cuts and jobs act, it was hailed as revolutionary. for the first time, owners of pass-through entities — partnerships, s corporations, and sole proprietorships — received a significant tax break meant to level the playing field after the corporate rate dropped dramatically.

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“the idea was simple but powerful,” says tax guru art werner in the latest episode of quick tax tip. “you lop off 20% of the income from flow-through businesses, making sure they weren’t left behind when c corporation rates fell.”

but that popular deduction — and many others tied to the individual provisions of the 2017 act — was scheduled to sunset…until now.

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shein: no pe? no m&a? no problem | the disruptors

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there’s more than one way to scale.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

the disruptors
with liz farr

steve shein thought small accounting firms need a different option than private equity or the traditional m&a route. so he founded franklin alliance, which operates differently from either of those models.  

unlike traditional private equity models that typically focus on cost reduction and mandate immediate process changes, franklin alliance operates as an investment partner with a fundamentally different structure. “we’re trying to build this intentionally, with the goal of being a differentiated partner, specifically for small firm owners who care about things like culture, autonomy, and their firm identity,” shein explains. 

more streaming: hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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“we built this platform as an operating company specifically so we’re not a fund,” shein explains. “it’s backed by venture capital and family offices, which basically means that the profile of the investors that we’ve taken capital from has a longer-term time horizon.” 

this structure enables what shein calls a “culture of growth rather than a kind of cost rationalization,” which is a better fit for many small firms. the approach contrasts with acquisitions by regional firms, where acquired firms are generally forced to adopt new processes, workflows, and technology within 90 days. 

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friedman: carbyne allocation = your new secret weapon | holistic guide to wealth management

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reallocate conservative assets into life insurance to enhance stability and after-tax returns.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

life insurance has long been misunderstood. too often, advisors and clients alike dismiss it as costly, confusing, or underperforming. but as keith friedman, ceo and founder of fbo strategies, explains on our recent podcast, permanent life insurance deserves a second look. when designed and communicated correctly, life insurance can be a flexible, tax-efficient asset that provides protection, liquidity, and even a hedge against long-term care costs. 

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friedman, creator of the trademarked carbyne allocation® approach, has built his practice on independence, analysis, and transparency. he believes the industry needs to move past outdated sales tactics and toward thoughtful integration of insurance into portfolio construction and holistic planning. 

“permanent life insurance or cash value life insurance is frequently viewed as something that is expensive, rigid, and doesn’t perform,” friedman says. “now some of those things are true—but over time the commissions and fees are actually less than if you paid an advisor to manage your money.” 

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don’t let ai sound smarter than you | accounting influencers

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keep your own voice in charge.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

in the race to stay relevant in accounting, artificial intelligence has emerged as both a powerful accelerator and a quiet threat. in this episode of the accounting influencers podcast, the conversation dives deep into how accountants can harness ai to amplify their visibility and credibility—without losing their authenticity.

ai tools like chatgpt, copilot, and jasper have made it easier than ever for professionals to create content that showcases their expertise. need a linkedin post, a client email, or a blog idea? you can generate it in seconds. but speed comes with a price. the danger, as host rob brown notes, is mistaking efficiency for originality.

“ai is fast. ai is smart. but ai has no soul,” says brown. “it’s never sat with a client in crisis or led a team through busy season. it hasn’t lived your story.”

the temptation to let ai speak for you is understandable. accountants are busy, and content creation can feel daunting. yet, when ai-generated posts sound polished but generic, professionals risk blending into the background. the very tool designed to help them stand out could make them indistinguishable.

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