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A new era for CAS + post-tax season planning

AICPA Town Hall

Release Date: 04/24/2025

Technology landscape update and year-end tax and financial planning show art Technology landscape update and year-end tax and financial planning

AICPA Town Hall

The Nov. 6 AICPA Town Hall episode covers latest around the government shutdown and the key technical updates you need to know. Plus, we’ll dive into a conversation on year-end tax planning and the state of AI adoption across firms and finance.

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Special Edition: Government shutdown state of play show art Special Edition: Government shutdown state of play

AICPA Town Hall

In this special edition episode, Mark Peterson, AICPA EVP-Advocacy, and Melanie Lauridsen, AICPA VP-Tax Policy and Advocacy, break down the latest news from D.C. and provide key resources to help you and your clients navigate the uncertainty.

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Federal shutdown state of play and AICPA Council highlights show art Federal shutdown state of play and AICPA Council highlights

AICPA Town Hall

Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we’ll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms

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Special Edition: Government shutdown update show art Special Edition: Government shutdown update

AICPA Town Hall

A special edition AICPA Town Hall focused on the government shutdown.   Speakers:  ·        Lisa Simpson, VP – Firm Services, AICPA ·        Mark Peterson, EVP – Advocacy, AICPA ·        Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA ·        Lindsey Kennimer, Sr. Director – Governmental Auditing & Accounting, AICPA ·        Dan Noll, VP, Financial Reporting & Audit Quality,...

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Federal shutdown, IRS changes and the state of digital assets in accounting show art Federal shutdown, IRS changes and the state of digital assets in accounting

AICPA Town Hall

Topics include:  Federal shutdown update Tariff and trade updates Exploring the evolving digital assets accounting landscape  Latest technical guidance    Speakers:   Erik Asgeirsson, President & CEO, CPA.com  Mark Koziel, President & CEO, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA   Ami Beers, Senior Director, Assurance and Advisory Innovation, AICPA  Ron Quaranta, Founder & Chairman, Wall Street Blockchain Alliance  ...

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Shutdown watch, economic outlook and benchmarking for firms show art Shutdown watch, economic outlook and benchmarking for firms

AICPA Town Hall

Topics: Key DC updates  An economic outlook for the rest of 2025 Technical updates Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey   Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services – Public Accounting, AICPA Marci Rossell, Expert Economic Adviser

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DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next show art DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next

AICPA Town Hall

Topics include:  Key DC updates   AI, tech and transformation trends in accounting  Technical updates    Speakers:   Erik Asgeirsson, President & CEO, CPA.com  Mark Koziel, President & CEO, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA  Sarah Ference, Risk Control Director, Accountants, CNA Insurance  Nicole Graham, Risk Consultant, Aon 

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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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More Episodes

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 Professional Services, CPA.com 

  • Mike Westervelt, Chair, AICPA Accounting and Review Services Committee 

  • Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC