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
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
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
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
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
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
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
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
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
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...
info_outlineTopics 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. federal elections and their implications for the finance and accounting profession, future tax policy, and regulatory changes. Mark Peterson leads an in-depth discussion on the anticipated shifts in Washington, exploring how new leadership could impact tax legislation, the IRS, and regulatory bodies. We’re joined by Phil Lam from FinCEN, who provides critical insights on Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act, including what CPAs and firms need to know as the January 1st compliance deadline approaches. The episode also covers essential updates across the profession.