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Ep.65 Big Tax Breaks & Bigger Problems: CPAs, AI & Real Estate Wealth
Season 1 Episode 65
Sep 10, 2025 | In this episode, I sit down with Gabriel to unpack the challenges and opportunities shaping the CPA world today. From the growing shortage of new talent in accounting to the rise of AI, we explore what’s changing—and what will always require the human touch.
We also dive into the Big Beautiful Bill, breaking down powerful tax strategies, the role of bonus depreciation, and how real estate investments can offset W-2 income. Gabriel shares how smart tax planning can make a massive difference for business owners and high earners.
But this conversation isn’t just about money—it’s also about sustainability and balance. Gabriel and I get real about fitness, stress management, and the importance of building long-term habits, both in business and personal health.
👉 Whether you’re a CPA, an investor, or just someone who wants to be smarter with your money, this episode delivers valuable insights on tax strategy, mentorship, and the mindset needed to thrive in today’s economy.
Follow Gabriel Velez!
Instagram: gabevelezcpa
Website: www.tandvllp.com/gabevelezcpa
Follow Jason Thibodeau!
Instagram: jasonthibodeauofficial
Website:www.jmj.me/jThibodeau
NMLS 296586
🔑 Key Takeaways
🔑 The CPA industry is struggling to attract new talent, as many see accounting as “uncool.”
🔑AI is changing accounting practices, but human judgment and client relationships remain vital.
🔑Bonus depreciation offers major tax advantages for real estate investors.
🔑Understanding the tax code is essential for minimizing liabilities and maximizing wealth.
🔑Real estate investors should prioritize long-term rentals for stability and consistent cash flow.
🔑Stress management and fitness are crucial for self-employed professionals.
🔑Consistency and sustainability—both in business and health—are the keys to long-term success.
🔑Being coachable and open to mentorship accelerates professional growth.
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Published on 2 weeks, 2 days ago