2026 IRS outlook and a discussion on tax and financial planning
Release Date: 01/08/2026
Leading beyond drama and what’s next for finance – Sept. 3
AICPA Town Hall
During the Sept. 3 AICPA Town Hall, Reality-Based Leadership’s Alex Dorr shared his five-step framework for helping leaders navigate change, overcome resistance and move teams forward. AICPA’s Lisa Simpson and Tom Hood also discussed the latest Future of Finance updates. The Town Hall also featured the latest DC and technical updates shaping the profession.
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SQMS 1 readiness and building the profession’s talent pipeline – Aug. 20
AICPA Town Hall
During the Aug. 20 AICPA Town Hall, CPA.com’s Emily Remington and AICPA’s Tim Kindem explored the SOQM landscape from a peer review perspective, including key considerations as firms move from risk assessment to monitoring, remediation, and peer review readiness. AICPA’s Lisa Simpson and Lexi Weber also shared talent considerations for the profession. The Town Hall also featured the latest DC and technical updates shaping the profession.
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Navigating CP53E notices, AI and emerging risk considerations — Aug. 6
AICPA Town Hall
During the Aug. 6 AICPA Town Hall, AICPA’s Mark Koziel shared an update on the CPA trust brand awareness campaign, while AICPA’s Melanie Lauridsen and AICPA Chair Jan Lewis discussed CP53E notice updates. Melanie was also joined by CNA Insurance’s Sarah Ference and Aon’s Nicole Graham to discuss key risk considerations for firms, including the evolving impact of AI. The Town Hall also featured a profession update, and the latest DC and technical updates shaping the profession.
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Leadership perspectives on banking landscape and AI – July 23
AICPA Town Hall
During the July 23 #AICPATownHall, CPA.com's Erik Asgeirsson and AICPA's Mark Koziel welcomed American Bankers Association President and CEO Rob Nichols for a leadership discussion on the current banking market outlook, state of fintech and AI in banking. We also covered a profession update and the latest DC and technical updates shaping the profession.
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The shift to advisory and new AI tax research insights — July 9
AICPA Town Hall
In this week's AICPA Town Hall, CPA.com’s Erik Asgeirsson was joined by CPA.com's Brandon Allfrey and Blue J CEO Ben Alarie to discuss AI’s impact on tax transformation. AICPA's Erin Hartman was also joined by Chet Buchman of Swindoll, Janzen, Hawk & Lloyd to discuss practical strategies for moving from compliance to advisory. The Town Hall also covered the latest DC and technical updates shaping the profession.
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Rise2040: Shaping the future of accounting and finance — June 25
AICPA Town Hall
In this week’s #AICPATownHall, CPA.com’s Erik Asgeirsson is joined by The Marks Group’s Gene Marks to discuss the economic outlook for firms and small businesses, while AICPA’s Lisa Simpson joins AICPA’s Tom Hood to dive into the new Rise 2040 initiative and the future of the profession. Plus, catch up on the latest DC and technical updates you rely on.
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Trends around the profession (live from ENGAGE) – June 8
AICPA Town Hall
During the June 8 #AICPATownHall, broadcast live from ENGAGE, CPA.com’s Erik Asgeirsson joined AICPA’s Mark Koziel, Susan Coffey, Lisa Simpson, and newly appointed AICPA Chair Jan Lewis to discuss the latest trends, challenges, and opportunities shaping the future of accounting. The conversation explored key developments impacting firms and the profession, along with insights from accounting leadership on what lies ahead.
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Tech & marketplace leadership discussion and firm-level change management
AICPA Town Hall
During the May 28 AICPA Town Hall, CPA.com's Erik Asgerisson and BILL's René Lacerte discussed the tech and marketplace landscape and what it means for firms. We also continued our practice evolution series with a focus on advisory change management and the necessary foundations for growth. Plus, the latest DC and technical upates you rely on. Topics include: DC Update Technology & marketplace leadership discussion Practice evolution: Firm-level change management Technical Update Speakers: Erik Asgeirsson, President & CEO, CPA.com Rachel...
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Tax transformation and intentional growth and culture strategies
AICPA Town Hall
In this week’s AICPA TownHall, hear insights on tax transformation and what it takes for firms to move from compliance to advisory, with insights from CPA.com’s Erik Asgeirsson and Brandon Allfrey. You'll also hear intentional approaches to growth and culture, along with the latest DC and technical updates shaping the profession.
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Audit transformation and post-tax season planning opportunities
AICPA Town Hall
During this week’s AICPA Town Hall, hosted by CPA.com’s Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com’s Emily Remington and Schneider Downs & Co., Inc.’s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA’s Cary Sinnett and Kidd Advisors’ Matt Kidd. Plus, the latest technical updates from DC.
info_outlineDuring the first AICPA Town Hall of 2026, Former U.S. Treasury Deputy Secretary Michael Faulkender joined us to discuss the current state of the IRS and 2026 outlook for rates and inflation. Plus, we had a practitioner discussion on tax and financial planning opportunities to think about as you kick off the year, along with the latest DC and technical updates you need to know.