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Small business environment and CAS strategies

AICPA Town Hall

Release Date: 10/10/2024

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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Tariffs, not-for-profits, BOI and ERC show art Tariffs, not-for-profits, BOI and ERC

AICPA Town Hall

Topics include:  DC update: Latest news from Capitol Hill   Small business environment: Market trends and SMB outlook  Technical 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, AICPA  Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA   ...

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Simplification strategies and an economic outlook show art Simplification strategies and an economic outlook

AICPA Town Hall

  Topics include:  DC update: Latest news from Capitol Hill   Economic forecast: An outlook on the markets heading into the second quarter  Technical update: What you need to know to navigate busy season  Calming the chaos: Insights into the psychology of chaos and how to reduce it     Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services  Rachel Dresen, Senior Director of Congressional and Political Affairs, AICPA  Marci Rossell, Expert economic...

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Former IRS Commissioner, Top 100 firms report preview and BOI news show art Former IRS Commissioner, Top 100 firms report preview and BOI news

AICPA Town Hall

Topics include:  DC update: Latest news on bills, budgets, and BOI from Capitol Hill   Technical update: What you need to know to navigate busy season  Top Firms Report: Insights from fastest growing firms & Top 100 report     Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Dan Hood, Editor-in-Chief, Accounting Today   Charles Rettig, Former Commissioner, IRS

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A news power hour: Expert insights on the latest from DC and the profession show art A news power hour: Expert insights on the latest from DC and the profession

AICPA Town Hall

Topics include:  Profession update: Key issues areas of focus for the profession  DC update: Insights from the fast-changing D.C. landscape  Technical updates: Essential IRS news and resources for busy season     Speakers:   Mark Koziel, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting,...

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Tax bill discussion draft, risk management strategies and AI tools for tax show art Tax bill discussion draft, risk management strategies and AI tools for tax

AICPA Town Hall

Topics include:  DC update: Impacts of the first 10 days of the new administration  Risk management strategies: Minimize scope creep and billing risks  AI and tax: Ways you should be using AI in your tax practice if you’re not already  Technical updates: Essential IRS news and resources for busy season     Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Michael Ceramie, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA  Melanie...

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Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel show art Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel

AICPA Town Hall

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

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An economic outlook, BOI news and reflections from Barry Melancon show art An economic outlook, BOI news and reflections from Barry Melancon

AICPA Town Hall

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

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Tech trends, talent pipeline, and BOI show art Tech trends, talent pipeline, and BOI

AICPA Town Hall

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 Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA  Lexy Kessler, Vice Chairman, AICPA  Avani Desai, CEO, Schellman  Pascal Finette,...

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Navigating Change, BOI Updates and Audit Transformation show art Navigating Change, BOI Updates and Audit Transformation

AICPA Town Hall

Topics include:  DC and profession update   Changing Psychology of Influence  Audit transformation  Key technical updates     Speakers:   Erik Asgeirsson, 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, Director, Audit Transformation and Training, AAFCPAs  Henna Pryor, Workplace...

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More Episodes

Topics include: 

  • DC and profession update  

  • SMB environment 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 Peterson, EVP, Advocacy, AICPA 

  • Gene Marks, President, The Marks Group 

  • Kim Blascoe, Senior Director, CAS Professional Services, CPA.com 

  • Rob Henderson, Partner-in-Charge, Advisory, Windes