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Retirement planning and the SECURE Act

AICPA Town Hall

Release Date: 09/12/2024

IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood show art IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood

AICPA Town Hall

Topics include:  Key DC and technical updates   IRS modernization efforts  The shifting role of the CFO   Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Tom Hood, EVP, Business Growth and Engagement, AICPA  Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA   Daniel Werfel, Former Commissioner, IRS 

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DC updates, hiring insights and better tax season planning show art DC updates, hiring insights and better tax season planning

AICPA Town Hall

Topics include:  Key DC and technical updates   Current hiring trends and what they mean for your firm or business  Changes that firms can make now to improve next year's tax season    Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA  Steve Saah, Executive Director, Finance & Accounting - Permanent Placement,...

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IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance show art IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance

AICPA Town Hall

Topics include:  Tax law decoded: What’s changing and how the IRS will apply it  Firm governance: Practical ideas to support adaptability and long-term growth  Key DC and technical updates     Speakers:   Michael Cerami, EVP, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA  Terry Lemons, former Communications and Liaison Chief, IRS  Sarah Johnson Dobek,...

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Special Edition: Key Tax Law Changes You Need to Know show art Special Edition: Key Tax Law Changes You Need to Know

AICPA Town Hall

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

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Tax legislation breakdown, research tools and what's next show art Tax legislation breakdown, research tools and what's next

AICPA Town Hall

Topics include:  Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients   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  Lisa Simpson, VP, Firm Services, AICPA  Mark Gallegos, Partner, Porte Brown Accountants and Advisors  Robert Keebler, Partner, Keebler & Associates 

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Tax bill status, small firm opportunities and the transformation economy show art Tax bill status, small firm opportunities and the transformation economy

AICPA Town Hall

 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 Simpson, VP, Firm Services, AICPA  Carl Peterson, VP, Small Firm Interests, AICPA  Ed Kless, Co-founder, THRESHOLD  

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Live from ENGAGE: Exploring the latest issues impacting the profession show art Live from ENGAGE: Exploring the latest issues impacting the profession

AICPA Town Hall

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 Kessler, Chair, AICPA 

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House budget bill, payment transformation and CPA licensure show art House budget bill, payment transformation and CPA licensure

AICPA Town Hall

Topics include:  DC update: Latest 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 Koziel, President and CEO, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax...

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Strategic planning strategies and a profession update show art Strategic planning strategies and a profession update

AICPA Town Hall

Topics include:  DC update: Latest 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  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Kassi Rushing,...

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A new era for CAS + post-tax season planning show art A new era for CAS + post-tax season planning

AICPA Town Hall

Topics include:  DC update: Latest 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 Services, AICPA  Dan Snyder, Senior Manager, Personal Financial Planning, AICPA Kim Blascoe, Sr. Director, CAS...

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More Episodes

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