AICPA Town Hall

Topics include:   Tax law decoded: What's changing and how the IRS will apply it   Firm governance: P ractical ideas to support adaptability and long-term growth   Key DC and t echnical updates       Speakers:    Michael Cerami , EVP , CPA.com   Mark Peterson , EVP, Advocacy, AICPA   Melanie Lauridsen , VP, Tax Policy & Advocacy , AICPA   Erin Hartma n, Senior Manager, Firm Services - PCPS , AICPA...

Speakers Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Jan Lewis, Partner, BMSS Advisors & CPAs, AICPA Topics DC update H.R. 1: Key tax law provisions Beyond the law: Implementation Communicating with your clients

Topics include:   Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients   Speakers:    Erik Asgeirsson , P resident and CEO , CPA.com   Mark Koziel , President and CEO, AICPA   Mark Peterson , EVP, Advocacy, AICPA   Melanie Lauridsen , VP, Tax Policy & Advocacy , AICPA   Lisa Simpso n, VP, Firm Services , AICPA   Mark Gallegos, Partner, Porte Brown Accountants...

  Topics include:   Top news from DC   The latest technical updates   Small firm opportunities   Transformation economy   Speakers:    Michael Cerami , EVP , CPA.com   Mark Peterson , EVP, Advocacy, AICPA   Lisa Simpso n, VP, Firm Services , AICPA   Carl Peterson , VP, Small Firm Interests , AICPA   Ed Kless , Co-founder, THRESHOLD   

Topics include:   AI in accounting and finance   Firm business model trends and strategies   Audit and assurance update   Pipeline trends and news Top news from DC   The latest technical updates   Speakers:    Erik Asgeirsson , President and CEO, CPA.com   Mark Koziel , President and CEO, AICPA   Mark Peterson , EVP, Advocacy, AICPA   Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA   Lexy Kess...

Topics include:   DC update : L atest developments from Capitol Hill and their potential impact   CPA licensure : Examining CPA different models and the talent pipeline   Technical update: Actionable guidance for your practice   Payment transformation : Insights into digital transformation in the office of CFO and small business     Speakers:    Erik Asgeirsson , President and CEO, CPA.com   Mark...

Topics include:   DC update : L atest developments from Capitol Hill and their potential impact.   Profession update : Insights from AICPA CEO .   Technical update: Actionable guidance for your practice.   Strategic planning: Actionable tips and resources to support business model transformation .     Speakers:    Erik Asgeirsson, President and CEO, CPA.com   Mark Koziel, President and CEO, AICPA...

Topics include:   DC update : L atest news from Capitol Hill Technical update: What you need to know as we exit busy season Post-tax season planning: talking to clients about financial planning   A new era of CAS:  Impacts of SSARS 27 on advisory services       Speakers:    Erik Asgeirsson, President and CEO, CPA.com   Mark Peterson , EVP, Advocacy, AICPA   Erin Hartman, Senior Manager, Firm Servi...

Topics include:   DC update : L atest news from Capitol Hill     Small business environment: Market trends and SMB outlook   T echnical update : What you need to know to finish out busy season   Funding freezes and accounting : Implications for financial reporting, especially for not-for-profits       Speakers:    Erik Asgeirsson, President and CEO, CPA.com   Lisa Simpson, VP, Firm Services , AICP...

  Topics include:   DC update : L atest news from Capitol Hill     Economic forecast: An outlook on the markets heading into the second quarter   T echnical update : What you need to know to navigat e busy season   Calming the chaos : I nsights into the psychology of chaos and how to reduce it       Speakers:    Michael Cerami , EVP , CPA.com   Lisa Simpson, VP, Firm Services   Rachel Dresen , Sen...

Topics include:   DC update : L atest news on bills, budgets, and BOI from Capitol Hill     T echnical update : What you need to know to navigat e busy season   Top Firms Report : I nsights from fastest growing firms & Top 100 report       Speakers:    Erik Asgeirss on , President and CEO, CPA.com   Mark Peterson , EVP, Advocacy , AICPA   Lisa Simpson , VP, Firm Services , AICPA   Dan Hood , Edito...

Topics include:   Profession u pdate : Key issues areas of focus for the profession   DC update : Insights from the fast-changing D.C. landscape   T echnical updates : Essential IRS news and resources for busy season       Speakers:    Mark Koziel , President and CEO, AICPA   Erik Asgeirss on , President and CEO, CPA.com   Mark Peterson , EVP, Advocacy , AICPA   Melanie Lauridsen , VP, Tax Policy...

Topics include:   DC update : Impacts of the first 10 day s of the new administration   Risk management strategies : M inimize scope creep and billing risks   AI and tax: Ways you should be using AI in your tax practice if you're not already   T echnical updates : Essential IRS news and resources for busy season       Speakers:    Erik Asgeirss on , President and CEO, CPA.com   Mark Peterson , EVP...

Topics include:   BOI news   DC and profession update    Tax season and financial planning   Key technical updates       Speakers:    Mark Koziel , President and CEO, AICPA   Erik Asgeirss on , President and CEO, CPA.com   Mark Peterson , EVP, Advocacy   Lisa Simpson , VP, Firm Services , AICPA   Dan Snyder , Director, Personal Financial Planning, AICPA

Topics include:   BOI news   DC and profession update    2025 economic outlook   Key technical updates       Speakers:    Barry Melancon , President and CEO, AICPA   Erik Asgeirss on , President and CEO, CPA.com   Lisa Simpson , VP, Firm Services , AICPA   Marci Rossell , expert economic forecaster    

Topics include:   DC and profession update    Talent pipeline     AI trends and impacts on critical infrastructure   Evolving technology trends across the profession    Key technical updates   Speakers:    Erik Asgeirss on , President and CEO, CPA.com   Lisa Simpson , VP, Firm Services , AICPA   Rachel Dresen , Senior Director, Congressional & Political Affairs , AICPA   Lexy Kessler , V ice C hai...

Topics include:   DC and profession update    Changing Psychology of Influence   Audit transformation   Key technical updates       Speakers:    Erik Asgeirss on , President and CEO, CPA.com   Lisa Simpson , VP, Firm Services , AICPA   Rachel Dresen , Senior Director, Congressional & Political Affairs , AICPA   Emily Remington , Director, Audit Product Management , CPA.com   Sarah Flischel , Direc...

Topics include: DC and profession update BOI discussion with FinCEN Key technical updates Speakers:  Erik Asgeirsson , President and CEO, CPA.com Mark Peterson , EVP, Advocacy, AICPA Melanie Lauridsen , VP, Tax Policy and Advocacy, AICPA Phil Lam , Beneficial Ownership and Innovation Chief, FinCEN   On this episode of the AICPA Town Hall, we dive into the significant outcomes of the 2024 U.S. fede...

Topics include:   DC and profession update    CPA pipeline and pathway discussion   Key technical updates       Speakers:    Barry Melancon , President and CEO , AICPA   Erik Asgeirss on , President and CEO, CPA.com   Susan Coffey , CEO, Public Accounting, AICPA   Mark Peterson , EVP, Advocacy, AICPA   Lisa Simpson , VP, Firm Services , AICPA  

Topics include:   DC and profession update    SMB e nvironment and the election scenarios analysis   Key technical updates   Client advisory services (CAS) strategies and practitioner insights       Speakers:    Michael Cerami , EVP, CPA.com   Lisa Simpson , VP, Firm Services , AICPA   Mark Peterso n , EVP, Advocacy, AICPA   Gene Marks , President, The Marks Group   Kim Blascoe , Senior Director,...

Topics include:   DC and profession analysis   Tech and AI trends in accounting and finance   Key technical updates   Speakers:    Erik Asgeirsson , P resident and CEO , CPA.com   Lisa Simpson , VP, Firm Services , AICPA   Rachel Dress en , Senior Dir ector , Congressional and Political Affairs , AICPA   Dan Hood , Editor-in-Chief , Accounting Today   Andrew Argue , CEO and Co-founder , Co rvee  

Topics include:   DC environment and profession analysis   SECURE Act updates and retirement planning strategies   Key technical updates       Speakers:    Michael Cerami , EVP , CPA.com   Mark Peterson , EVP, Advocacy, AICPA   Melanie Lauridsen , VP, Tax Policy and Advocacy , AICPA   Dan Snyder , Director, Personal Financial Planning, AICPA   Zachary Keep , Manager, Compliance Risk, Paychex  

Topics include:   DC environment and profession analysis   State of the economy and recent market shifts   The latest technical updates   Professional liability risk management hot topics        Speakers:    Erik Asgeirsson , President and CEO, CPA.com   Mark Peterson, EVP, Advocacy, AICPA   Lisa Simpso n , VP, Firm Services , AICPA   Marci Rossell , Expert Economic Forecaster   Sarah Ference, Ris...

Topics include: "Chevron Deference" ruling Government funding Latest on BOI and ERC  Speakers:    Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA   Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA

Topics include:   DC environment and profession analysis   S tate of S MB s and digital transformation   The latest technical updates   Speakers:    Barry Melancon , President and CEO, AICPA   Erik Asgeirsson , President and CEO, CPA.com   Lisa Simpso n , VP, Firm Services , AICPA   René Lacerte , CEO and Founder, BILL