AICPA Town Hall: Recent Episodes
AICPA
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES Act and PPP forgiveness.
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.
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.
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.
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.
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.
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 Dresen, VP, Congressional and Political Affairs, AICPA
- Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
- Kim Blascoe, Senior Director, CAS Professional Services, CPA.com
- Kelli Visser, CEO and Partner, Larson Gross
- René Lacerte, CEO, BILL.com
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.
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.
In this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world. Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season.
In this AICPA Town Hall, hear pro-tips on how to declutter your work life from FutureThink's CEO Lisa Bodell, as well as insurance and risk management insights from Aon's risk consultant, Nicole Graham and CNA Insurance's risk control director, Sarah Ference. Plus, you'll get the latest DC and technical updates you rely on to get through busy season.
This AICPA Town Hall covers insights from Accounting Today'snewly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season.
Topics include:
- DC update
- Latest technical guidance
- Top 100 Firms report insights
- Small firms update
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
- Dan Hood, Editor-in-chief, Accounting Today
- Stephanie Otero, VP, Small Firm Advocate, AICPA
The Feb. 19 AICPA Town Hall featured a discussion on state advocacy and cyber considerations in the age of AI. Plus, get the latest DC and technical updates you rely on.
Topics include: * Profession update * DC update * Latest technical guidance * State advocacy * Cyber risk in the AI era
Speakers: * Michael Cerami, EVP, CPA.com * Mark Koziel, CEO, AICPA * Mark Peterson, EVP, Advocacy, AICPA * Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA * James Cox, VP, State Advocacy & State Society Relations, AICPA * Avani Desai, CEO, Schellman
The Feb. 5 AICPA Town Hall episode includes a discussion on ways to spot early signs of burnout and practical ways to address them. We also dive into a conversation with former Marcum CEO Jeff Weiner on driving firm transformation. Plus, hear the latest DC and technical updates you rely on.
Topics include:
- DC update
- Strategies for firm transformation
- Latest technical guidance
- Spotting and preventing burnout
- Profession Ready Initiative research and goals
Speakers:
- Erik Asgeirsson, President & CEO, CPA.com
- Rachel Dresen, VP, Congressional & Political Affairs, AICPA
- Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
- Lexi Weber, Senior Manager, Emerging Professionals Initiatives, AICPA
- Lauren Baptiste, Founder, Acheloa Wellness
- Jeff Weiner, Former CEO, Marcum
- Carl Mayes, VP, CPA Candidate Quality & Competency, AICPA
The Jan. 22 AICPA Town Hall includes a discussion around digital asset reporting, including key compliance obligations, data collection challenges and the need for accurate basis tracking. Plus, you'll hear a conversation around AI models and predictions, along with the latest DC and technical updates you need to know.
Topics include:
- Digital asset reporting
- DC update
- Latest technical guidance
- AI models and predictions for 2026
Speakers:
- Erik Asgeirsson, President & CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
- Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
- Nik Fahrer, Blockchain & Digital Assets Practice Leader, Forvis Mazars
- Jeff Seibert, Founder & CEO, Digits
During 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.
During the Dec. 18 AICPA Town Hall, we heard an economic update with reflections from 2025 and predictions leading into 2026. Plus, we dove into discussions around cybersecurity, the latest out of DC and the technical updates you need to know.
The Dec. 9 AICPA Town Hall aired live from the Digital CPA conference. Listen now to hear the latest tech and innovation-focused insights from DCPA, a profession update and a discussion around rethinking AI capabilities for firm workflows. You'll also hear the latest DC and technical updates you need to know.
The Nov. 20 episode features the latest DC and technical updates. Plus, hear a discussion on audit practice evolution and standards changes, as well as expert insights into how to revolutionize your leadership, challenge your comfort zone and unlock potential in yourself and your team.
Topics include:
- DC update
- Latest technical guidance
- Practice evolution and audit transformation
- Leadership lessons from expert Michael Brody-Waite
Speakers:
- Michael Cerami, EVP, CPA.com
- Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA
- Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
- Erin Hartman, Senior Manager, Firm Services, AICPA
- Emily Remington, Director, Audit Product Management, CPA.com
- Michael Brand, Member, BMSS Advisors & CPAs
- Michael Brody-Waite, CEO, Addictive Leadership
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.
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.
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
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, AICPA
· Jason Brodmerkel, Sr. Manager – Accounting Standards, AICPA
· Stephanie Otero, VP, Small Firm Advocate, AICPA
· Sue Hicks, Director, Employee Benefit Plan Auditing & Accounting, AICPA
Topics include:
- Federal shutdown update
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Tariff and trade updates
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Exploring the evolving digital assets accounting landscape
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Latest technical guidance
Speakers:
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Erik Asgeirsson, President & CEO, CPA.com
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Mark Koziel, President & CEO, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Ami Beers, Senior Director, Assurance and Advisory Innovation, AICPA
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Ron Quaranta, Founder & Chairman, Wall Street Blockchain Alliance
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
Topics include:
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Key DC updates
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AI, tech and transformation trends in accounting
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Technical updates
Speakers:
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Erik Asgeirsson, President & CEO, CPA.com
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Mark Koziel, President & CEO, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA
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Sarah Ference, Risk Control Director, Accountants, CNA Insurance
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Nicole Graham, Risk Consultant, Aon
Topics include:
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Key DC and technical updates
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IRS modernization efforts
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The shifting role of the CFO
Speakers:
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Michael Cerami, EVP, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Tom Hood, EVP, Business Growth and Engagement, AICPA
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Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
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Daniel Werfel, Former Commissioner, IRS
Topics include:
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Key DC and technical updates
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Current hiring trends and what they mean for your firm or business
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Changes that firms can make now to improve next year's tax season
Speakers:
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Michael Cerami, EVP, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA
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Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA
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Steve Saah, Executive Director, Finance & Accounting - Permanent Placement, Robert Half
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Brenda Cannon, Co-founder & Partner, Cannon & Associates, CPAs
Topics include:
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Tax law decoded: What’s changing and how the IRS will apply it
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Firm governance: Practical ideas to support adaptability and long-term growth
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Key DC and technical updates
Speakers:
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Michael Cerami, EVP, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
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Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA
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Terry Lemons, former Communications and Liaison Chief, IRS
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Sarah Johnson Dobek, Founder & President, Inovautus Consulting
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Gary Thomson, Founder, Thomson Consulting
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
Topics include:
- Tax legislation breakdown and DC update
- Tax research tools
- What's next for CPAs and clients
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Koziel, President and CEO, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Mark Gallegos, Partner, Porte Brown Accountants and Advisors
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Robert Keebler, Partner, Keebler & Associates
Topics include:
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Top news from DC
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The latest technical updates
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Small firm opportunities
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Transformation economy
Speakers:
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Michael Cerami, EVP, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Carl Peterson, VP, Small Firm Interests, AICPA
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Ed Kless, Co-founder, THRESHOLD
Topics include:
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AI in accounting and finance
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Firm business model trends and strategies
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Audit and assurance update
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Pipeline trends and news
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Top news from DC
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The latest technical updates
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Koziel, President and CEO, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
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Lexy Kessler, Chair, AICPA
Topics include:
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DC update: Latest developments from Capitol Hill and their potential impact
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CPA licensure: Examining CPA different models and the talent pipeline
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Technical update: Actionable guidance for your practice
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Payment transformation: Insights into digital transformation in the office of CFO and small business
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Koziel, President and CEO, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
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Daniel J. Dustin, President and CEO, NASBA
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René Lacerte, CEO, BILL
Topics include:
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DC update: Latest developments from Capitol Hill and their potential impact.
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Profession update: Insights from AICPA CEO.
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Technical update: Actionable guidance for your practice.
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Strategic planning: Actionable tips and resources to support business model transformation.
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Koziel, President and CEO, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Kassi Rushing, Owner, Kassi Rushing Consulting
Topics include:
- DC update: Latest news from Capitol Hill
- Technical update: What you need to know as we exit busy season
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Post-tax season planning: talking to clients about financial planning
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A new era of CAS: Impacts of SSARS 27 on advisory services
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Erin Hartman, Senior Manager, Firm Services, AICPA
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Dan Snyder, Senior Manager, Personal Financial Planning, AICPA
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Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com
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Mike Westervelt, Chair, AICPA Accounting and Review Services Committee
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Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC
Topics include:
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DC update: Latest news from Capitol Hill
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Small business environment: Market trends and SMB outlook
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Technical update: What you need to know to finish out busy season
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Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
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Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA
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Gene Marks, President, The Marks Group
Topics include:
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DC update: Latest news from Capitol Hill
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Economic forecast: An outlook on the markets heading into the second quarter
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Technical update: What you need to know to navigate busy season
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Calming the chaos: Insights into the psychology of chaos and how to reduce it
Speakers:
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Michael Cerami, EVP, CPA.com
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Lisa Simpson, VP, Firm Services
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Rachel Dresen, Senior Director of Congressional and Political Affairs, AICPA
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Marci Rossell, Expert economic forecaster
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Lisa Bodell, Founder and CEO, FutureThink
Topics include:
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DC update: Latest news on bills, budgets, and BOI from Capitol Hill
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Technical update: What you need to know to navigate busy season
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Top Firms Report: Insights from fastest growing firms & Top 100 report
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Dan Hood, Editor-in-Chief, Accounting Today
- Charles Rettig, Former Commissioner, IRS
Topics include:
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Profession update: Key issues areas of focus for the profession
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DC update: Insights from the fast-changing D.C. landscape
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Technical updates: Essential IRS news and resources for busy season
Speakers:
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Mark Koziel, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
- Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA
- Michael Brand, Member, BMSS, LLC
Topics include:
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DC update: Impacts of the first 10 days of the new administration
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Risk management strategies: Minimize scope creep and billing risks
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AI and tax: Ways you should be using AI in your tax practice if you’re not already
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Technical updates: Essential IRS news and resources for busy season
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Michael Ceramie, EVP, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
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Ashley Francis, Owner, The Francis Group
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April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
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Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA
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Stan Sterna, VP, Professional Firms, Aon
Topics include:
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BOI news
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DC and profession update
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Tax season and financial planning
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Key technical updates
Speakers:
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Mark Koziel, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy
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Lisa Simpson, VP, Firm Services, AICPA
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Dan Snyder, Director, Personal Financial Planning, AICPA
Topics include:
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BOI news
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DC and profession update
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2025 economic outlook
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Key technical updates
Speakers:
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Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Marci Rossell, expert economic forecaster
Topics include:
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DC and profession update
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Talent pipeline
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AI trends and impacts on critical infrastructure
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Evolving technology trends across the profession
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Key technical updates
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA
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Lexy Kessler, Vice Chairman, AICPA
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Avani Desai, CEO, Schellman
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Pascal Finette, Co-founder, be radical
Topics include:
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DC and profession update
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Changing Psychology of Influence
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Audit transformation
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Key technical updates
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA
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Emily Remington, Director, Audit Product Management, CPA.com
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Sarah Flischel, Director, Audit Transformation and Training, AAFCPAs
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Henna Pryor, Workplace Performance Expert, Pryority Group
Topics 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.
Topics include:
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DC and profession update
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CPA pipeline and pathway discussion
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Key technical updates
Speakers:
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Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Susan Coffey, CEO, Public Accounting, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
Topics include:
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DC and profession update
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SMB environment and the election scenarios analysis
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Key technical updates
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Client advisory services (CAS) strategies and practitioner insights
Speakers:
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Michael Cerami, EVP, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Mark Peterson, EVP, Advocacy, AICPA
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Gene Marks, President, The Marks Group
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Kim Blascoe, Senior Director, CAS Professional Services, CPA.com
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Rob Henderson, Partner-in-Charge, Advisory, Windes
Topics include:
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DC and profession analysis
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Tech and AI trends in accounting and finance
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Key technical updates
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA
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Dan Hood, Editor-in-Chief, Accounting Today
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Andrew Argue, CEO and Co-founder, Corvee
Topics include:
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DC environment and profession analysis
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SECURE Act updates and retirement planning strategies
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Key technical updates
Speakers:
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Michael Cerami, EVP, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
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Dan Snyder, Director, Personal Financial Planning, AICPA
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Zachary Keep, Manager, Compliance Risk, Paychex
Topics include:
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DC environment and profession analysis
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State of the economy and recent market shifts
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The latest technical updates
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Professional liability risk management hot topics
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Lisa Simpson, VP, Firm Services, AICPA
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Marci Rossell, Expert Economic Forecaster
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Sarah Ference, Risk Control Director, Professional Services, CNA Insurance
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Stan Sterna, VP, Professional Firms, Aon
Topics include:
- "Chevron Deference" ruling
- Government funding
- Latest on BOI and ERC
Speakers:
- Michael Cerami, EVP, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA
Topics include:
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DC environment and profession analysis
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State of SMBs and digital transformation
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The latest technical updates
Speakers:
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Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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René Lacerte, CEO and Founder, BILL
Tune in to this AICPA Town Hall podcast for a discussion on the state of assurance and why quality auditing is essential to public confidence, as well as the need-to-know tax information.
Topics include:
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DC environment and profession analysis
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The latest technical updates
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State of assurance and building trust through quality
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BOI reporting update
Speakers:
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Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
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Wes Bricker, Global Assurance Leader, PwC US
Topics include:
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DC environment and profession analysis
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The latest technical updates
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Strategies to accelerate small firm growth
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National Pipeline Advisory Group (NPAG) report
Speakers:
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Michael Cerami, EVP, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA
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Lindsay Stevenson, Chief Transformation Officer, BPM
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Brian Davis, President & CEO, One Stop CPA
Topics include:
- Firm leadership and strategies
- AI in accounting and finance
- Firm business model trends
- Audit and assurance update
- Top news from DC and the profession
- The latest technical updates
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
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Sue Coffey, CEO, Public Accounting, AICPA
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Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs
- Tom Hood, EVP, Business and Growth, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
Topics include:
- Legislative update with profession analysis
- The latest technical updates
- State legislature trends
- IRS service & strategy
Speakers:
- Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
-
Lisa Simpson, VP, Firm Services, AICPA
- Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA
- Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
Topics include:
- Legislative update with profession analysis
- The latest technical updates
- Economic forecast including small business trends
- Guidance on retirement and elder planning
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
-
Lisa Simpson, VP, Firm Services, AICPA
-
Gene Marks, President, The Marks Group
- Dan Snyder, Director, Personal Finance Planning, AICPA
Topics include:
- The latest from DC on pressing issues impacting the profession
- Technical updates
- Accounting and finance hiring and retention trends
Speakers:
- Michael Cerami, EVP, CPA.com
- Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
- Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA
- Ai Ling Lee, Vice President, Field Practice Group, Robert Half
Topics include:
- The latest from DC on pressing issues impacting the profession
- Technical updates
- End of tax season risk alert
Speakers:
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA
Topics include:
- DC and profession news and analysis
- Technical updates
- Tax season practitioner discussion
Speakers:
- Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
-
Carl Peterson, VP, Small Firm Interests, AICPA
-
Gary Wood, Partner, Compere Robinette CPAs
- Erin Roche, Tax Partner, BPM
Topics include:
- Accounting Today Top Firms report findings and trends
- National Pipeline Advisory Group update
- DC and profession news and analysis
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Sue Coffey, CEO, Public Accounting, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Dan Hood, editor-in-chief, Accounting Today
- Betsy Krisher, Chairman and CEO, Maher Duessel
Topics include:
- Tax season & IRS update
- DC and profession news and analysis
- First quarter planning for a successful 2024
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
- Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
- Erin Collins, National Taxpayer Advocate, IRS
- Kimberly Ellison-Taylor, Founder and CEO, KET Solutions
Topics include:
- DC and profession news and analysis
- Technical updates
- Decision-making during high-stress and high-productivity demands
Speakers:
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Alex Dorr, VP, People Evolution, Reality Based Leadership
Topics include:
- DC and profession news and analysis
- Tax legislation
- Technical updates
- Small firm practitioner tax discussion
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
-
Mark Peterson, EVP, Advocacy, AICPA
-
Lisa Simpson, VP, Firm Services, AICPA
- Carl Peterson, VP, Small Firm Interests, AICPA
- Nicole Davis, Founder, Butler Davis Tax & Accounting
Topics include:
- DC and profession news and analysis
- Technical updates
- 2023 reflections and strategies for 2024
Speakers:
Barry Melancon
President and CEO, AICPA
Erik Asgeirsson
President and CEO, CPA.com
Mark Peterson
EVP, Advocacy, AICPA
Lisa Simpson
VP, Firm Services, AICPA
Jeffrey Weiner
Chairman and CEO, Marcum
Topics include:
- DC and profession news and analysis
- Technical updates and breaking ERC news
- 2024 small business impacts and forecast
- BOI reporting risk and liability
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
-
Lisa Simpson, VP, Firm Services, AICPA
-
Gene Marks, President, The Marks Group
- Stan Sterna, VP, Professional Firms, Aon
- Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA
Topics include:
- DC and profession news
- Technical updates
- Discussion on innovation, transformation and evolving business models
Speakers:
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
-
Lindsay Stevenson, Chief Transformation Officer, BPM
-
Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente
Topics include:
- DC and profession news
- Technical updates
- Personal financial planning (PFP) strategies & tax advisory
- Year-end PFP update
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Dan Snyder, Director, Personal Finance Planning, AICPA
- Adam Holt, CEO and Founder, Asset-Map
Topics include:
- Economic forecast
- DC and profession news
- Cybersecurity & .CPA discussion
- Technical updates
Speakers:
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
-
Lisa Simpson, VP, Firm Services, AICPA
-
Steve Liesman, Senior Economics Reporter, CNBC
- Johnathan Dixon, Senior Advisor, US Department of Treasury
- Randy Johnston, CEO and Co-founder, NMGI, EVP, K2 Enterprises
- Chris Cromer, Director of Operations, CPA.com
Topics include:
- DC and profession news
- Technical updates
- Updates on system of quality management standards (SQMS) and audits
- Tech practice aid and risk assessment
- Employee retention credit (ERC) news
Speakers:
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
- Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
- Jennifer Burns, Chief Auditor, AICPA
- Jan Lewis, Partner, Haddox Reid
Topics include:
- DC and profession news
- Technical updates
- Practical applications of generative AI for accounting & finance
- PCPS resources to help firms right-size their client base
Speakers:
- Erik Asgeirsson, president and CEO, CPA.com
- Mark Peterson, EVP, Advocacy, AICPA
-
Lisa Simpson, VP, Firm Services, AICPA
-
Kacee Johnson, VP, Strategy & Innovation, CPA.com
- Jason Staats, Founder, Realize
- Carrie Steffen, Co-founder & President, The Whetstone Group
Topics include:
- Employee Retention Credit (ERC) update
- Technical updates
- Trends in firm mergers and acquisitions and private equity activity
- CPA Evolution and talent pipeline
Speakers:
- Erik Asgeirsson, president and CEO, CPA.com
- Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Allan Koltin, CEO, Koltin Consulting Group
- Mike Decker, VP, Examinations, AICPA
Topics include:
- DC and profession news
- Technical updates
- ERC strategies
- Hierarchy of value
Speakers:
- Michael Cerami, EVP-Strategic Alliances, Business Development and Communications, CPA.com
- Rachel Dresen, senior director of congressional and political affairs of the AICPA
- April Walker, lead manager, Tax Practice & Ethics, AICPA
-
Dan Chodan, partner, Trout CPA
-
Ron Baker, author and founder, VeraSage Institute
Topics include:
* DC and profession news
- Technical updates
- Debt limit and U.S. economy
-
Strategies to drive small firm success
Speakers:
-
Barry Melancon, president and CEO of the AICPA
- Erik Asgeirsson, president and CEO of CPA.com
- Lisa Simpson, VP, firm services of the AICPA
-
Michael Faulkender, former Asst. Secretary of the Treasury
- Orumé Hays, founder and managing director, Hays CPA, and chair of the PCPS practice management committee
Topics include:
* A research-driven exploration of demographics and how shifts impact the talent pipeline
- DC and profession news
- Technical updates
-
A professional liability strategy update from Aon
Speakers:
-
Erik Asgeirsson, president and CEO of CPA.com
- Lisa Simpson, VP, firm services of the AICPA
- Rachel Dresen, senior director of congressional and political affairs of the AICPA
-
Dr. Jim Johnson, professor and director of the Urban Investment Strategies Center at UNC Business School
- Stan Sterna, VP, professional firms of Aon
- Sarah Ference, risk control director, professional services, CNA
Topics include:
- A practitioner discussion on transforming practices through technology and culture
- DC and profession news
-
Technical updates
Speakers:
-
Barry Melancon, president and CEO of the AICPA
- Erik Asgeirsson, president and CEO of CPA.com
- Lisa Simpson, VP, firm services of the AICPA
-
Avani Desai, CEO of Schellman
- John Sensiba, managing partner at Sensiba
Topics include:
• DC and profession news
• Technical developments
• Beneficial ownership information reporting
• The top 5 small business economic trends
Speakers:
• Erik Asgeirsson, president and CEO of CPA.com
• Rachel Dresen, director of congressional and political affairs of the AICPA
• Melanie Lauridsen, director of tax practice and ethics of the AICPA
• Gene Marks, president of the Marks Group
Topics include:
- DC and profession news
- Technical developments
- Small firm update
- Innovation and AI
Speakers:
- Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Jeff Wilson II, Principal, The W2 Group
- Pascal Finette, CEO, be radical
Topics include:
- Innovation and technology
- Leadership
- DC and technical updates
Speakers:
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Kimberly Ellison-Taylor, CEO, KET Solutions
- Alex Dorr, VP, People Evolution, Reality-Based Leadership
Topics:
- Economic forecast
- CFO transformation
- Experience, Learn & Earn (ELE) program
- DC and technical updates
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Rachel Dresen, Director of Congressional and Political Affairs, AICPA
- Tom Hood, EVP, Business Growth and Engagement, AICPA
- Steve Liesman, Senior Economics Reporter, CNBC
- Julia Woislaw, Senior Manager, CPA Evolution, AICPA
- Angela Ho, Chief Compliance Officer, OceanFirst Bank
- Patrick Chong, Principal Accounting Officer, OceanFirst Bank
Topics:
- DC and profession update
- Insights from Accounting Today's recent Fastest Growing Firms and Top 100 reports
- Talent and the pipeline acceleration plan
Speakers:
- Barry Melancon, president and CEO, AICPA
- Sue Coffey, CEO, Public Accounting, AICPA
- Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Dan Hood, editor-in-chief, Accounting Today
Topics: • DC and profession update • Technical developments • Chat GPT and the accounting profession • Firm top issues and strategies for advisory services
Speakers: • Erik Asgeirsson, President and CEO, CPA.com • Lisa Simpson, VP-Firm Services, AICPA • Rachel Dresen, Director of Congressional and Political Affairs, AICPA • Jason Staats, CPA, Founder of Realize • Mark Koziel, President and CEO, Allinial Global
Topics
- Latest IRS developments and service levels
- DC and profession update
- Technical developments
Speakers
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
-
Kari Hipsak, Sr, Manager, Firm Services, AICPA
-
Jan Lewis, Chair of the AICPA Executive Tax Committee
- Erin Collins, National Taxpayer Advocate, IRS
Topics
- DC and profession update
- Technical developments
-
Small firm update
-
Secure Act 2.0 analysis including upcoming deadlines for 401(k) plans employer contributions
Speakers
- Barry Melancon, President and CEO, AICPA
-
Erik Asgeirsson, President and CEO, CPA.com
-
Lisa Simpson, VP, Firm Services, AICPA
- Carl Peterson, VP, Small Firm Interests, AICPA
- Zachary Keep, Manager-Compliance Risk, Paychex,
Topics
- DC and profession developments
-
Technical updates
-
Tax and IRS debrief
- Personal financial planning strategies
Speakers
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Edward Karl, VP, Taxation, AICPA
- Dan Snyder, Director, Personal Financial Planning, AICPA
- Tom Hood, EVP, Business Growth and Engagement, AICPA
Topics
- DC and profession developments
- Managing clients impacted by Sec. 174 R&D of the Tax Cuts and Jobs Act
Speakers
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Mark Peterson, EVP-Advocacy at AICPA
- Chris Wittich, Partner at Boyum Barenscheer
Topics
- DC and profession developments
- Technical updates
-
The latest update on the state of private company financial reporting
-
Risks and cautions based on the 2023 economic predictions
Speakers
- Erik Asgeirsson, President and CEO, CPA.com
-
Lisa Simpson, VP, Firm Services, AICPA
-
Rachel Dresen, Director of Congressional and Political Affairs, AICPA
- Thomas Groskopf, Technical Director, Center for Plain English Accounting, AICPA CPEA
- Jennifer Burns, Chief Auditor, AICPA
Topics:
- Latest DC and profession developments
- Technical updates
- AICPA’s 8-point human capital pipeline plan
- Assessment on the latest in risk management and client engagement
- Small firm strategies ahead of tax season
Speakers:
- Erik Asgeirsson, President and CEO, CPA.com
- Susan Coffey, CEO, Public Accounting, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Carl Peterson, VP, Small Firm Interests, AICPA
-
Kari Hipsak, Sr. Manager, Firm Services, AICPA
-
Stan Sterna, VP, AON
- Sarah Ference, Risk Control Director, CNA Insurance
Topics
- DC and profession developments
- Technical updates
- Practitioner discussion on planning for the busy tax season
Speakers
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP-Firm Services, AICPA
- Mark Peterson, EVP-Advocacy, AICPA
- Carla McCall, Managing Partner, AAFCPAs
Topics
- DC and profession developments
-
Technical updates
-
Employment strategies and trends
- 2023 economic projections.
Speakers
-
Erik Asgeirsson, President and CEO, CPA.com
-
Lisa Simpson, VP, Firm Services, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Marci Rossell, Chief Economist, CNBC
- Steve Saah, Executive Director, Finance & Accounting, Robert Half
Topics
- DC and profession update
- Technical Updates
- CPA pipeline and management accounting evolution
- Small firm CEO will share his experience running a small firm that was acquired by a large firm, plus discuss progressive advisory services
Speakers
- Barry Melancon, President and CEO, AICPA
- Erik Asgeirsson, President and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Jody Grunden, Co-Founder and CEO, Summit CPA Group
- Anoop Mehta, AICPA Chair & Chief Strategist, Analytical Mechanics Associates
- Ron Quaranta, Chairman, Wall Street Blockchain Alliance
Topics
- DC & profession developments and including a breakdown of the U.S. midterm results
-
Technical updates
- Discussion with tax task force members led by April Walker
- CFO-led conversation on the future of finance with Tom Hood
Speakers
-
Erik Asgeirsson, President, and CEO, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Tom Hood, EVP, Business Growth and Engagement, AICPA
- Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA
- April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
-
Damien Martin, Regional Industry Leader, ORVIS Private Client
-
Nicole Davis, Founder and CEO, Butler-Davis
- Nancy Furr, CFO at Ted's Montana Grill
Topics
* Act like an employee and think like a CEO to produce tangible results
- The latest updates to the DOL independence guidance for employee benefit plans
- DC and a profession update.
-
Technical updates.
Speakers
-
Erik Asgeirsson, president, and CEO, CPA.com
- Mark Peterson, EVP, advocacy, AICPA
- Kari Hipsak, Sr. manager firm services at AICPA
-
Toni Lee-Andrews, director of professional ethics, AICPA
- Simon T. Bailey, leadership expert and former Disney executive
On this AICPA Town Hall Barry Melancon, AICPA president & CEO, joined Erik Asgeirsson, CPA.com president and CEO, and Mark Peterson, AICPA EVP, Advocacy, live at the news desk for a DC and profession update. Plus, NYSSCPA - The New York State Society of CPAs CEO Calvin Harris joined to discuss top takeaways from the AICPA Council meeting.
Speakers:
- Erik Asgeirsson, president and CEO, CPA.com
- Barry Melancon, president and CEO, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Calvin Harris, CEO, New York State Society of CPAs
On this AICPA Town Hall, Erik Asgeirsson, CEO, CPA.com, was joined by Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA who provided an overview of the potential year-end tax bill. Lisa Simpson, VP, Firm Services, AICPA, provided technical updates. Susan Coffey, AICPA CEO of Public Accounting, moderated a discussion with PCC Chair Candy Wright. And Mike Decker, AICPA VP of CPA Examination and Pipeline, joined Susan and Lisa to share the latest on the pipeline and upcoming changes to the CPA Exam.
Speakers:
- Erik Asgeirsson, CEO, CPA.com
- Susan Coffey, CFO, Public Accounting, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Mike Decker, VP, Examinations, AICPA
- Candy Wright, PCC Chair
The Special Edition AICPA Town Hall: Tech Summit provides a view into the emerging technology landscape and how it’s transforming public and management accounting. The broadcast features expert insights focused on innovative technology solutions across practice areas, including:
- Tax automation and outsourcing
- CAS (client advisory services) AI-enabled solutions
- Emerging areas, such as digital asset management and crypto tax reporting
- Advancements in A&A technologies
Speakers
- Erik Asgeirsson, president and CEO, CPA.com
- Tom Hood, EVP, Business Engagement & Growth, AICPA
- Dave Wyle, president and CEO, SurePrep
- Tyler Hogge, SVP, Product, Bill.com/Divvy
- Kinga Bosse, CFO, Lukka
- Jim Bourke, managing director, Advisory Services, Withum
Topics
- Emerging trends in tech and business
- Latest DC and profession developments
-
Technical updates you need to know
- Accounting and auditing implications of digital assets
Speakers
- Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
-
Mark Peterson, EVP Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Di Krupica, lead manager, Emerging Assurance Technology, AICPA
- Nancy Giordano, stategic futurist, New York Times Best Selling Author
Topics:
- Economic forecast, the latest on inflation and market trends.
-
Latest DC and profession developments and what’s on the radar as head into mid-terms and a lame duck session.
-
Technical and tax updates related to the Inflation Reduction Act, K2/K3 guidance, IRS backlog, student debt forgiveness, the virtual currency question and more.
Presenters:
- Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
- Lisa Simpson, VP, Firm Services, AICPA
- Ed Karl, VP, Taxation, AICPA
- Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA
- Marci Rossell, Chief Economist, CNBC
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, President & CEO, AICPA
James R. Dennis, Principal, Rock Creek Counsel
Kari Hipsak, Sr. Manager-Firm Services, AICPA
Carl Peterson, VP-Small Firms, AICPA
Topics:
- Extended DC and Profession Update
- Inflation Reduction Act Overview
- Technical Updates
- Carl’s Corner, Top Firm Issues
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, President & CEO, AICPA
James R. Dennis, Principal, Rock Creek Counsel
Kari Hipsak, Sr. Manager-Firm Services, AICPA
Carl Peterson, VP-Small Firms, AICPA
Topics:
- Extended DC and Profession Update
- Inflation Reduction Act Overview
- Technical Updates
- Carl’s Corner, Top Firm Issues
Erik Asgeirsson, Lauren Pfingstag and Kari Hipsak were joined by Sarah Ference, Risk Control Director of Accountants Professional Liability at CNA and Stan Sterna, Vice President of Aon. Sarah and Stan provided a practice liability update, which covered trends in the profession, lessons from 2021 claims, tips for dealing with challenging clients during extension season, future predictions and best practices for engagement letters as well as expanding advisory services.
Presenters:
- Erik Asgeirsson
- Lisa Simpson
- Barry Melancon
- Edward Karl
- Gary Wood
Topics:
-
Profession & DC Update, latest on reconciliation bill and ESG developments
-
Tax/IRS update including backlog, ERC and K2/K3 status
-
Practitioner discussion on business model strategies
Presenters:
- Erik Asgeirsson
-
Mark Peterson
- Lisa Simpson
- Ron Baker
DC/Profession Update –
* Bipartisan competitiveness package of reconciliation
-
Implications on other bipartisan bills
-
Retirement package, data privacy bill, crypto regulation bill at risk
- IRS Service
Technical Updates
- New e-file requirements & fingerprinting
- PPP accounting
Subscription Economy & Business Models with Ron Baker
Presenters:
- Michael Cerami
- Lisa Simpson
- Michael Bernard
- Kari Hipsak
- Lauren Pfingstag
-
Jeremiah LaRue
Topics:
-
DC & Profession Update
- Federal Tax Policy FAQs
- Reconciliation Bill
- Federal Legislative Agenda Items remaining for 2022
- Russia Sanctions
-
Technical Updates
-
Standard Mileage Increase
- IRS Dirty Dozen – worst of the worst tax scams for firms and clients to be aware of
-
Final Quality Management Standards Issued and available
- Sales and Use Tax Discussion
- June 14 Senate Finance hearing on Wayfair
- Legislative trends impacting sales and use tax
- Updates pertaining to forthcoming ‘budget season’
- Opportunities for CPA firms
Last week’s AICPA Town Hall was broadcast live from the AICPA ENGAGE conference. CBS Analyst and host of Jill on Money, Jill Schlesinger, joined CPA.com CEO Erik Asgeirsson and AICPA CEO Barry Melancon to provide the latest news from DC and discuss the economic outlook for the remainder of 2022.
AICPA VP of Firm Services, Lisa Simpson presented the 2022 PCPS Top Firm Issues survey results.
New AICPA Chair, Anoop Mehta, joined the panel to discuss the future of finance in business & industry.
On the May 19, 2022 #AICPATownHall:
- Michael Cerami, CPA.com Executive Vice President, and AICPA President & CEO, Barry Melancon, CPA, CGMA, welcomed former CNBC Chief Economist and expert forecaster Marci Rossell for a discussion around the economic outlook, including topics around inflation, oil prices, and interest rates.
- Lisa Simpson, CPA, CGMA, Vice President of Firm Services and Kari Hipsak, CPA, CGMA, provided technical guidance.
- Michael & Barry discussed the latest news on the accounting profession and a legislative update from DC.
- Lisa, Barry and Michael provided an update from this week’s AICPA Council and the key takeaways on the future of the profession.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Mark Peterson, EVP, Advocacy AICPA
Lisa Simpson, VP Firm Services AICPA
Kari Hipsak, Senior Manager AICPA
Brent Forbush, CPA, Managing Partner of Forbush & Associates
Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville
Accounting Today Editor-In-Chief Dan Hood
Topics:
DC and Profession Update
Technical Updates
Busy Season Debrief Strategies
Client Advisory Services (CAS) Growth
Key Insights on the May 5, 2022 #AICPATownHall:
• CPA.com CEO and President Erik Asgeirsson and Mark Peterson, AICPA EVP of Advocacy, provided the latest legislative and profession updates.
• Kari Hipsak, AICPA Sr. Manager of Firm Services, delivered technical updates and guidance.
• AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, discussed busy season debrief strategies with Brent Forbush, CPA, Managing Partner of Forbush & Associates, and Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville.
• Erik and Lisa welcomed Accounting Today Editor-In-Chief Dan Hood to discuss the growth in Client Advisory Services and why firms should be taking steps now to expand into this practice area.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Mary Foelster, Sr. Director, Governmental Auditing and Accounting AICPA
Barry Melancon, President & CEO AICPA
Lisa Simpson, VP, Firm Services AICPA
Topics:
Profession & DC Update
Post Tax Season Reflections
Expanding service opportunities: SOC
Technical Update
GAQC Update on Auditing Federal Funding
Key Insights on the April 21, 2022 #AICPATownHall:
- CPA.com CEO & President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative updates and federal agenda items through 2022, plus tax season reflections.
- AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance, and discussed new service opportunities in SOC.
- AICPA’s Mary Foelster, CPA, CGMA discussed developments in GACQ, the status of economic recovery programs and compliance.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Michael Faulkender, PhD, Professor University of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. Treasury
Edward Karl, VP, Taxation AICPA
Barry Melancon, President & CEO AICPA
Lisa Simpson, VP, Firm Services AICPA
Topics:
Discussion with Michael Faulkender, Former Chief Economist &
Assistant Secretary for Economic Policy, U.S. Treasury
Profession & DC Update
Tax & Technical Update
Key Insights on the March 31, 2022 #AICPATownHall:
- CPA.com CEO and President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative and profession updates.
- The hosts welcomed PPP architect Michael Faulkender to the episode for a strategic discussion.
- AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, and VP of Taxation, Edward Karl, CPA, provided technical updates.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Jim Bourke, Partner Withum
Kari Hipsak, Senior Manager AICPA
Carl Peterson, VP, Small Firms AICPA
Mark Peterson, EVP, Advocacy AICPA
Deborah Rood, Risk Control Consulting Director CNA
Topics:
Profession & DC Update
Technical Update
Last 30 Days of Tax Season
Heightened Cyber Risk
Key Insights on the March 17, 2022 #AICPATownHall:
- CPA.com CEO and President Erik Asgeirsson and AICPA’s EVP of Advocacy provided a real-time update on DC legislative issues
- Kari Hipsak, CPA, CGMA of the AICPA Firm Services team gave relevant technical guidance
- Carl Peterson, CPA, AICPA VP of Small Firms, and Deborah Rood, CPA, of CAN discussed important items for CPAs to consider in the last 30 days of tax season, including the legality of extensions
- Withum’s Jim Bourke, CPA, CITP, CFF, CGMA, discussed how firms should proceed during times of heightened cyber risk, as we are experiencing currently
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Erin Collins, National Taxpayer Advocate
Edward Karl, VP, Taxation AICPA
Melanie Lauridsen, Senior Manager, Tax Policy and Advocacy AICPA
Carl Peterson, VP, Small Firms AICPA
Lisa Simpson, VP Firm Services AICPA
Topics:
Profession & DC Update
National Taxpayer Advocate, Erin Collins
K-2/K-3 & Other Technical Updates
Carl's Corner: Tax Season Strategies
Key Insights on the March 3, 2022 #AICPATownHall:
- CPA.com's CEO Erik Asgeirsson provides an update from DC.
- National Taxpayer Advocate Erin Collins and AICPA’s Melanie Lauridsen discuss current IRS matters.
- Carl Peterson discusses the latest tax season trends and tips.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Amy Miller, Sr. Manager, Tax Policy & Advocacy AICPA
Mark Peterson, EVP, Advocacy AICPA
Kirk Phillips, Managing Director Global Crypto Advisors
Lisa Simpson, VP Firm Services AICPA
Topics:
- Profession & DC Update
- IRS Actions/K-2/K-3 Preparation
- New Crypto Guidance & Tax Reporting
Key Insights on the February 17, 2022 #AICPATownHall:
- CPA.com CEO and President, Erik Asgeirsson and AICPA’s EVP of Advocacy and Tax Policy Senior Manager Amy Miller, JD, CPA, discussed the latest from DC including current AICPA Advocacy work, AICPA testimony at Senate Finance Committee hearing and an important update on relief coming for schedule K-2 and K-3 reporting.
- AICPA’s VP of Firm Services, Lisa Simpson, CPA, CGMA, provided an update on PPP and answered top ERC questions.
- Kirk Phillips, CPA, CGMA, TheBitcoinCPATM and Managing Director at Global Crypto Advisors joins to provide insight on new guidance around crypto and tax reporting.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Mary Foelster, Sr. Director Governmental Auditing and Accounting AICPA
Barry Melancon, President & CEO AICPA
Lisa Simpson, VP Firm Services AICPA
Topics:
- Profession & DC Update
- IRS Service Issues & Advocacy
- Tax Filing Hot Topics
- Single Audit for Relief Programs
Key Insights on the February 3, 2022 #AICPATownHall:
- CPA.com CEO and President, Erik Asgeirsson and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed IRS service levels and AICPA’s advocacy efforts, the opportunity in integrating financial planning into tax engagements, and commented on a recent audit quality study.
- AICPA’s Vice President of Firm Services, Lisa Simpson, CPA, CGMA, highlighted some tax filing season topics
- AICPA’s Senior Director of Governmental Audit and Accounting, Mary Foelster, CPA, CGMA, addresses common questions related to audits of business relief funds.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Mark Peterson, EVP, Advocacy AICPA
Carl Peterson, CPA, CGMA VP, Small Firms AICPA
Steve Saah, Executive Director, Finance and Accounting Placement, Robert Half
Lisa Bodell, CEO FutureThink
Kari Hipsak, CPA, CGMA, Senior Manager AICPA
Topics:
- Profession & DC Update
- Labor Trends & Seasonal Work Strategies
- Time Management & Complexity with Lisa Bodell
- Technical Updates
Key Insights in the January 20, 2022 #AICPATownHall:
- CPA.com CEO, Erik Asgeirsson, and AICPA EVP of Advocacy, Mark Peterson, discuss the latest happening in DC and in the profession.
- Kari Hipsak, CPA, CGMA, Senior Manager of Firm Services at AICPA, provides up-to-date technical guidance for CPAs.
- Steve Saah, Executive Director at Robert Half, provides important information on the state of hiring, salaries and the overall labor market in accounting & finance.
- Lisa Bodell, CEO of FutureThink, discusses how firms and professionals can lean into simplicity as a time management strategy.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Edward S. Karl, VP Taxation AICPA
Barry Melancon, President & CEO AICPA
Lisa Simpson, VP Firm Services AICPA
Topics:
- Profession & DC Update
- Top Potential Tax Implications of Pending Legislation; effective date issues
- Technical Updates
Key Insights:
- CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, provided the latest updates from DC and on the profession.
- AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, discussed the latest technical guidance relating to PPP.
- AICPA VP of Taxation, Edward Karl, CPA, CGMA, joined to highlight 5 potential implications of upcoming legislation, including IRS penalty relief, service levels and effective dates.
Presenters:
Erik Asgeirsson, President & CEO CPA.com
Barry Melancon, President & CEO AICPA
Dr. Marci Rossell, Chief Economist
Lisa Simpson, VP Firm Services AICPA
Robert Durak, Director Audit & Accounting Technical Services AICPA
Topics:
•Revised BBB still possible for early 2022 •2021 Reflection & 2022 Economic Outlook •Inflation, Supply Chain, Employment, Growth •Technical Updates: CARES deferred payroll taxes due by year-end •Review of New Lease Standard FASB ASC 842 effective January
On this week's #AICPATownHall, live from the 10th Annual Digital CPA conference in Nashville, TN.
- CEO & President of CPA.com, Erik Asgeirsson, and Barry Melancon provided the latest update from DC.
- AICPA VP of Firm Services, Lisa Simpson, provided a technical update & up-to-the-minute legislative news.
- Mark Koziel of Allinial Global discussed the transformation of firm services
- Lindsay Stevenson, Chief Transformation Officer at BDM, provided best practices for firms.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, President & CEO, AICPA
Carl Peterson, VP of Small Firms, AICPA
Bill Pirolli, Partner, DiSanto Priest
Lisa Simpson, VP of Firm Services, AICPA
Topics:
-
Details on Build Back Better Act
-
Tax provisions in signed Infrastructure Bill
-
Employee Retention Credit (ERC) sunset
-
Business model considerations for a successful busy season
-
Culling clients
Presenters:
Michael Cerami, EVP BD & Strategic Alliances, CPA.com
Lisa Simpson, VP Firm Services, AICPA
Lauren Pfingstag, Director of Congressional Affairs, AICPA
Edward Karl, VP Taxation, AICPA
Stan Sterna, VP Insurance Services, AON
Topics:
Latest from DC on infrastructure bill & pending legislation
Tax developments and planning for upcoming tax season
PPP update
Risks and liabilities associated with client data and cybersecurity
AICPA Town Hall Series – October 21, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Elinor Litwack, CPA, Partner, Outsourced Accounting & Advisory, GRF CPAs & Advisors
- Ted Ross, CEO & Co-Founder, SpyCloud
- Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
- Steven Ursillo, CPA, CGMA, CITP, Partner, Risk Assurance & Advisory, Cherry Bekaert LLP, Past Chair IMtA
- Jennifer Wilson, Partner & Co-Founder, Convergence Coaching
Topics:
- DC Update
- Growing CAS Opportunity
- Technical Guidance & Updates
- Cybersecurity Awareness Month: Top Risks & Dark Web
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA
- Lisa Bodell, CEO, FutureThink
- Jennifer Burns, CPA, Chief Auditor, AICPA
- Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
- Mark Peterson, Executive Vice President, Advocacy, AICPA
Topics:
- DC Update
- Fireside Chat with Lisa Bodell
- Technical Guidance & Updates
- ASB Exposure Draft: New Quality Management Standard
Key Insights:
- CPA.com President & CEO, Erik Asgeirsson, was joined by AICPA’s Executive Vice President of Advocacy, Mark Peterson, to discuss breaking news from Washington and the latest in legislation as Congress works to resolve fiscal issues as critical deadlines loom.
- Special guest Lisa Bodell, a globally recognized keynote speaker and CEO of FutureThink discussed how simplicity can be used as a competitive advantage and how to make better use of time.
- Kari Hipsak, AICPA’s Senior Manager of Firm Services provided technical guidance, including how to handle accounting for economic recovery programs
- Jennifer Burns, AICPA’s Chief Auditor, and Carl Peterson, AICPA Vice President of Small Firms, gave an update on proposed quality management standards and related top issues
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
- Timothy Speiss, CPA, PFS, Partner, EisnerAmper
Topics:
- Legislative & Profession Update
- Panel Discussion on Advising Clients
- Technical Guidance & Updates “PPP/ERC Interplay”
Key Insights:
- CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession.
- AICPA’s Vice President of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance on ERC/PPP interplay.
- Tim Speiss of EisnerAmper provided an update on legislative implications to estate planning.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA
- Melanie Lauridsen, Senior Manager, Tax Policy & Advocacy, AICPA
- Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA
- Mel Schwarz, JD, CPA, Director of Legislative Affairs, Eide Bailly
Topics:
- Legislative Process & Timing
- Proposed Rates & Policy Updates
- Proposals Under Review/Left Out
- State of IRS Services
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
- Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA
Topics:
- Profession & Legislative Update
- Technical Updates & New Guidance
- 2021 CPA Firm Top Issues
- Practice Strategies
Key Insights:
- CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion on the Senate infrastructure bill and 2021 key deadlines and expirations.
- AICPA’s VP of Taxation, Ed Karl, joined to discuss AICPA’s Top Tax Advocacy priorities, including IRS service levels and penalty relief.
- Lisa Simpson, AICPA’s VP of Firm Services, gave a rundown of up-to-date PPP forgiveness statistics, plus technical guidance on the SBA forgiveness portal and ERC.
- Carl Peterson, AICPA’s Small Firm VP, discussed 2021 CPA Firm Top Issues and provided practice strategies.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Alex Dorr, Vice President, People Evolution, Reality-Based Leadership
- Mary Foelster, CPA, Sr. Director, Governmental Auditing & Accounting, AICPA
- Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Legislative Update
- Technical Updates & New Guidance
- Single Audit Update from GAQC
- Workplace Engagement through Accountability: A conversation with Alex Dorr
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money
- Jim Bourke, CPA, CITP, CGMA, Partner, Withum
- Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Economic Outlook with Jill Schlesinger
- Legislative & Profession Update with Barry Melancon
- Technical Updates & Guidance
- Practitioner Insights from ENGAGE
Key Insights:
On this episode of the AICPA Town Hall podcast:
- The first-ever in-person AICPA Town Hall was conducted live at the 2021 AICPA ENGAGE Conference at the ARIA Resort and Casino in Las Vegas.
- CBS News Business Analyst, Jill Schlesinger, discussed an economic outlook with CPA.com Erik Asgeirsson including societal impacts, inflation, the federal reserve and markets.
- AICPA President and CEO, Barry Melancon, CPA, CGMA, provided the most recent legislative updates, including Biden Infrastructure & Tax proposals, IRS Services & Penalty relief and ERC.
- 2021 AICPA ENGAGE Chair & Chief Transformation Officer at BPM, Lindsay Stevenson, CPA, CGMA reflected on the past year and a provided a forward look on the workforce.
- Jim Bourke, CPA, CITP, CFF, CGMA, Partner at Withum, discussed the technology and cybersecurity landscape.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA
- Kelly Grier, CPA, US Chair and Managing Partner, EY
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Strategic Discussion with Kelly Grier, EY US Chair
- Legislative & Firm Strategy Discussion with Barry Melancon
- Technical Updates & Guidance
Key Insights:
- AICPA’s CEO for Public Accounting, Sue Coffey, CPA, CGMA had a strategic discussion with EY’s US Chair, Kelly Grier, about how Big 4 navigated the pandemic and the future outlook.
- Barry Melancon, CPA, CGMA, AICPA’s President & CEO, and Erik Asgeirsson, CPA.com President & CEO, provided the latest legislative and IRS update including discussion around the Biden infrastructure & tax proposals, IRS service & penalty relief, and employee retention credit.
- Lisa Simpson, CPA, CGMA, VP of Firm Services for AICPA, provided a detailed technical update, specifically around FTE reduction calculation.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Michael Faulkender, Ph.D., Professor Univ of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, United States Treasury
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Strategic Discussion with Michael Faulkender
- Legislative and Tax Update
- Technical Guidance & Updates
Key Insights:
- Former U.S. Assistant Secretary of the U.S. Treasury Department, Dr. Michael Faulkender, an architect of the Paycheck Protection Program, joins CPA.com CEO, Erik Asgeirsson, for a discussion on the defining moments and lessons learned in creating the largest business relief program in U.S. history.
- Mark Peterson, AICPA's Executive Vice President for Advocacy, presents the latest legislative and regulatory updates including the Biden Infrastructure and Tax Proposals, IRS Service & Penalty Relief, paid preparer tax legislation, and simplifying estimated tax deadlines.
- Lisa Simpson, AICPA Vice President of Firm Services, provides a technical guidance: addresses unanswered questions about employee retention credit, the PPP loan forgiveness landscape, and updates on Restaurant Revitalization Fund.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Michael Cerami, VP, Strategic Alliances, CPA.com
- Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA
- Cathy Engelbert, CPA, Commissioner, WNBA, Former CEO, Deloitte
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Strategic Discussion with Cathy Engelbert
- Legislative and Tax Update
- PPP Forgiveness Deep Dive
- Additional technical updates
Key Insights:
- Sue Coffey, AICPA CEO for Public Accounting, and Cathy Engelbert, WNBA Commissioner and Former Deloitte CEO, discuss leadership lessons and outcomes from the pandemic.
- Lisa Simpson, AICPA Vice President of Firm Services, provides details and expert insight on the Paycheck Protection Program and the loan forgiveness process.
- Mark Peterson, AICPA's Executive Vice President for Advocacy, presents the latest legislative update and gives insight on current discussions in DC, including infrastructure, IRS service update and the need for additional IRS guidance.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
- Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA
- Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA
Topics:
- Changing Role of the CFO, Post-Pandemic
- Business Relief and Tax Updates
Key Insights:
- Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic recovery, and the latest regarding the Paycheck Protection Program
- TIAA CFO Jennifer Reilly and Tom Hood, the Association’s executive vice president of growth and engagement, talk about the changing role of the CFO
- Kari Hipsak, a senior manager with the AICPA, discusses the latest technical guidance on business relief programs
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Ron Baker, Chief Value Officer, Armanino, Founder, VeraSage
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Latest News & Legislative Update
- Latest Business Relief and Tax Updates
- Strategies for Business Relief Services
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Bill Pirolli, CPA, CFF, PFS, CGMA, Partner, DiSanto, Priest & Co., Vice Chair, AICPA
- Dale Venturini, President & CEO, RI Hospitality Association
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Tax season reflections
- Wind down of business relief grants (PPP, RRF, SVOG, etc.)
- Ongoing client service needs for business relief
- Economic growth
- Discussion about RRF and Restaurant Industry
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Michael Cerami, VP, Strategic Alliances, CPA.com
- Marci Rossell, PhD, Expert Economic Forecaster, Former CNBC Chief Economist
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
- Dixie McCurley, Partner, Cherry Bekaert
- Travis Miskowitz, Manager, CFO Advisory, Wiss & Company, LLP
Topics:
- Economic Outlook with Dr. Marci Rossell
- Legislative Update
- Lending, Tax, & Business Relief (PPP, RRF, SVOG) Updates
- Practitioner Perspectives
Key Insights:
- Economist and former CNBC commentator Marci Rossell talked about economic trends related to the pandemic and recovery, including increased productivity due to remote work and the resiliency and enhanced prospects of surviving small businesses
- Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, discussed the latest policy developments from Washington, including infrastructure funding plans and the close-out of funding for the Paycheck Protection Program
- Dixie McCurley of Cherry Bekaert and Travis McCurley of Wiss & Co. talked about the impact of the $28.6 billion Restaurant Revitalization Fund and other practitioner issues
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Stephanie O’Rourk, CPA, Partner, CohnReznick
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Opening Comments & Broad 2021 Outlook
- Legislative Update & Tax Season Discussion
- PPP Final Stretch Update
- Business Relief Program Update (PPP, RRF, SVOG)
Key Insights:
- AICPA President and CEO Barry Melancon gave an overview of the economic outlook for the second half of the year, and discussed activities firms will be most focused on in the coming weeks.
- Erik Asgeirsson, president and CEO of CPA.com, walked participants through the final stretch of the Paycheck Protection Program and talked about how lenders are dealing with the approaching May 31 loan application deadline.
- Lisa Simpson, the AICPA’s vice president of firms services, gave an update on PPP developments and also answered common questions about business relief programs.
- Stephanie O’Rourk, a partner with CohnReznick, talked about the mechanics of the $28.6 billion Restaurant Revitalization.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Kristin Esposito, CPA, Dir., Tax Policy & Advocacy, AICPA
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
- Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA
Topics:
- Opening Comments & Policy Maker Update
- Relief Programs Discussion
- Final Stretch PPP, ERC, EIDL, SVOG, RRP
- Hot Tax Topics
Key Insights:
- Mark Peterson, the AICPA’s executive vice president of advocacy, talked about legislative efforts to reconcile disparate tax deadlines that would help firms and taxpayers
- Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, talked about the final stretch for the PPP and what firms should be doing now to help clients with other programs, such as the Shuttered Venue Operators Grant
- Kristin Esposito, the AICPA’s director of tax policy and advocacy, discussed the latest developments with the Employee Retention Credit and its interplay with other relief programs
- Cari Weston, the AICPA’s director of tax practice and ethics, gave attendees an update on hot tax topics for practitioners
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA
- Carl Peterson, CPA, VP, Small Firms, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Legislative Update & Activities
- State of Lenders and PPP
- Latest Updates & Recommendations
- Top Issues Facing Accounting and Finance Professionals
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
- April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA
Topics:
- Significant Activities with Policy Makers and Regulators
- State of Lenders and PPP
- Updates & Recommendations on New Guidance
- New Tax Provisions (ERC, etc.)
Key Insights:
- AICPA President and CEO Barry Melancon, CPA, CGMA, CPA.com President and CEO Erik Asgeirsson and Mark Peterson, the AICPA’s executive vice president of advocacy, discuss the need to extend the March 31 deadline for Paycheck Protection Program loan applications and also highlight issues with the May 17 limited tax deadline extension by the IRS.
- Lisa Simpson, CPA, CGMA, the AICPA’s vice president of firm services, gives the latest updates and recommendations regarding PPP.
- April Walker, CPA, CGMA, lead manager of tax practice and advocacy for the AICPA, talks about tax developments with the American Rescue Plan, the Employee Retention Credit and other topics.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO of CPA.com
- Robert Durak, CPA, Director, Private Company Financial Reporting, AICPA
- Kari Hipsak, CPA, CGMA, Senior Manager, AICPA
- Lisa Simpson, CPA, Vice President of Firm Services at the AICPA
Topics:
- Key PPP Developments
- Ongoing developments around PPP deadlines
- Status on Lender Processing
- Accounting for PPP
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Kristin Esposito, CPA, MST, Dir., Tax Policy & Advocacy, AICPA
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
- Updates from Policy Makers
- New Administration
- State of Legislation
- Business Relief
- Tax Extension
- Updates & Recommendations on New Guidance
- New PPP IFR and forms
- New ERC Guidance
Key Insights:
- AICPA President and CEO Barry Melancon talks about the pressures on the IRS and SBA with tax and Paycheck Protection Program (PPP) issues, respectively, and the need for easing some deadlines for CPA firms and their clients.
- Erik Asgeirsson, president and CEO of CPA.com, discusses the state of PPP loan approvals and the SBA’s focus on the smallest businesses.
- Lisa Simpson, the AICPA’s vice president of firm services, gives the latest updates on PPP guidance.
- Kristin Esposito, the AICPA’s director of tax policy and advocacy, talked about the Employee Retention Credit and its interaction with PPP.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO of CPA.com
- Lisa Simpson, CPA, Vice President of Firm Services at the AICPA
Topics:
- Review of recent White House changes to the PPP
- SBA & Lender Processing Update
- IRS Tax Filing Deadline Update
- PPP Resources to Guide Firms
Key Insights:
Erik Asgeirsson, President & CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, reviewed recent White House changes to the PPP, including information on a key change in calculating loan amount for self-employed Form 1040 Schedule C filers, a designated window for the smallest borrowers to apply and expanded eligibility requirements. They also provided an update on the AICPA’s advocacy efforts surrounding the IRS tax filing deadline.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Topics:
- Legislative & New Administration Update
- SBA & Lender Processing Update
- Latest Updates & Recommendations
Key Insights:
- Erik Asgeirsson, president and CEO of CPA.com notes that, despite ongoing issues with the Paycheck Protection Program (PPP), there is still plenty of money available for small businesses
- Ed Karl, the AICPA’s vice president of taxation, talks about the pressures on the IRS and the implications that may have for tax filing deadlines
- Mark Peterson, the AICPA’s executive vice president of advocacy, discusses the growing clamor for policymakers to fix the PPP loan application process and other advocacy issues, including professional licensure issues in the states
- Lisa Simpson, the AICPA’s vice president of firm services, provides PPP updates and mentions an upcoming AICPA guide on PPP accounting
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Amy Wang Miller, CPA, Sr. Manager, Tax Policy & Advocacy, AICPA
- Mark Peterson, Executive Vice President, Advocacy, AICPA
- Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
- Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA
Topics:
- Legislative Update
- SBA & Lender Processing Update
- Latest Updates & Recommendations
- Hot Tax Topics
Key Insights:
- Erik Asgeirsson, president and CEO of CPA.com and Lisa Simpson, the AICPA’s vice president of firm services, discussed the need for more clarity from the SBA on Paycheck Protection Program (PPP) challenges and also offered an update on other PPP developments
- Mark Peterson, the AICPA’s executive vice president of advocacy, provided a legislative update
- Cari Weston, the AICPA’s director of tax practice and ethics, addressed the Employee Retention Credit and other tax issues, and AICPA Senior Manager Amy Miller discussed cryptocurrency regulations.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Daniel Martini, VP, Congressional Relations, American Bankers Association
- Dixie McCurley, President & Co-Founder
- Carl Peterson, CPA, VP, Small Firms, AICPA
- Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Topics:
- Lender Update Discussion with the ABA
- Latest Updates & Recommendations
- Firm Strategies
Key Insights:
- Daniel Martini, the American Banking Association’s vice president of congressional relations, discusses lender activity and SBA system integration issues surrounding the latest Paycheck Protection Program (PPP) application round.
- Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, gives the latest updates on PPP developments.
- Carl Peterson, the AICPA’s vice president of small firm interests, and Dixie McCurley, principal and co-founder of Trusted CFO Solutions, talk about the view from the ground and the extensive “layering of work” for firms assisting small businesses on PPP, the Employee Retention Credit and upcoming tax matters.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Rohit Arora, CEO and Co-Founder, Biz2Credit
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, CPA, CGMA, President & CEO, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- PPP Reopening
- Latest Updates & Recommendations
- Lender Update
- 2021 Outlook with Barry Melancon
Key Insights:
- AICPA President and CEO Barry Melancon talks about how the profession can be a “settling voice” for businesses as a new administration grapples with economic recovery and other challenges.
- Lisa Simpson, the AICPA’s vice president of firm services, discussed the latest developments on the Paycheck Protection Program, including updated guidance on calculating PPP loan amounts, second draws, and calculating gross receipts.
- Erik Asgeirsson, president and CEO of CPA.com, offers insight on the opening of the latest round of PPP applications to all participating lenders, and what 2021 looks like for further business stimulus plans.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Kristin Esposito, CPA, MST, Dir, Tax Policy & Advocacy, AICPA
- Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Update from Washington DC
- Latest PPP Updates & Recommendations
- CPA Loan Portal Demo
- ERC Enhancements and PPP
Key Insights:
- Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
- AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with CPA.com, is approved by the SBA to make PPP loans directly to borrowers.
- Kristin Esposito, the AICPA’s director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Lisa Simpson, VP Firm Services, AICPA
- Carl Peterson, VP Small Firms at AICPA
- Edward Karl, VP of Taxation at AICPA
- Jan Lewis, Tax Partner at Haddox Reid Eubank Betts
Topics:
- Update from Washington DC: Legislative, IRS & SBA/Treasury
- Technical Update and Analysis on New Stimulus Bill
- Tax Panel: Readiness, Preparing for 2020 tax filing season
- Small Firm Update
- Insights on Getting Ready for PPP2
Key Insights:
- Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
- AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with CPA.com, is approved by the SBA to make PPP loans directly to borrowers.
- Kristin Esposito, the AICPA’s director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Lisa Simpson, VP Firm Services, AICPA
Topics:
- Overview of $900B Stimulus Act Timeline
- Opportunity to Approach PPP2 Differently
- PPP provisions in Consolidated Appropriations Act, 2021
- PPP Loan Forgiveness
- PPP2 - Lender & Agent Fees
- Engagement Letters
- PPP Lending Options
- PPP2 Client Support
- PPP2 Loan Application Process
- Resources
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Lisa Simpson, Vice President, Firm Services, AICPA
Topics:
- Status of $900B stimulus bill
- Review of key stimulus provisions in relief bill
- Open items
- Timeline for PPP aid
- Resources and capabilities
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, President & CEO, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, VP, Firm Services, AICPA
- Kyle Corum, Partner, Bernard Robinson & Co
- Travis Miskowitz, Manager, CFO Advisory at Wiss & Co.
Topics:
- DC Update: Legislative, SBA/Treasury & IRS
- Current status of stimulus bill activities
- Analysis of what we believe will happen
- Latest Updates & Recommendations
- Updated review of latest PPP2 Proposals
- Firm Perspective Panel: Getting Ready for PPP2
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Dan Noll, Director, Accounting Standards, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Update from Washington DC
- Legislative, IRS & SBA/Treasury update
- Current status of stimulus bill activities
- Discuss timing of new bill
- Review Gang of 8 framework
- Provide refresher on PPP loan application process
- SBA FAQ on loan necessity questionnaires
- Year end accounting
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Pascal Finette, Chair, Open Innovation, Singularity University
- Barry Melancon, President & CEO, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Update from policy makers
- Summary of legislative proposals and likelihood of passage
- IRS: COVID-19 filing relief and tax deductibility of PPP expenses
- SBA/Treasury: Loan necessity questionnaire (Forms 3509 and 3510)
- Applying for PPP forgiveness
- Year end tax planning
- Insights from Pascal Finette
- Planning for 2021, new business opportunities
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Mary Foelster, Sr. Director, Govt A&A, AICPA
- Kari Hipsak, Sr. Manager, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Bill Pirolli, Partner, DiSanto Priest & Co.
Topics:
- Update from Policy Makers
- Latest Guidance & Recommendations
- Single Audits related to pandemic business relief
- Practitioner discussion
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Barry Melancon, President & CEO, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Post election analysis
- Outcome & Status on stimulus, tax reform etc.
- Latest guidance & recommendations
- PPP Deductibility
- New forms 3509 & 3520
- Resources to Support
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Aaron Boker, Partner, Aronson, LLC
- Jim Bourke, Partner, Withum
- Susan Coffey, EVP, Public Practice, AICPA
- Kari Hipsak, Sr. Manager, AICPA
Topics:
- Opening Comments & High-Level Update
- FAQs and Guidance Update
- EIDL
- Cybersecurity Awareness Month
- Practitioner Discussion
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Lizzie Fletcher, US House of Representatives (TX)
- Rene Lacerte, Founder & CEO, Bill.com
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Strategic Discussion with Congresswoman Lizzie Fletcher
- SBA Procedural Notice: PPP Loans and Change of Ownership
- FAQ #52 re: deferral period for loan payments
- Strategic Discussion with Bill.com Founder & CEO, Rene Lacerte
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgiersson, President & CEO, CPA.com
- Barry Melancon, President & CEO, AICPA
- Martin Mucci, President & CEO, Paychex
- Mark Peterson, EVP, Advocacy, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Strategic Discussion with Barry Melancon & Martin Mucci
- Small Business and Firm Climate
- New Operating Environment & Go Forward Focus
- Recap of Top Firm Questions & Update on Latest Guidance & Resources
- Updates on Other Important Initiatives
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Rohit Arora, CEO, Biz2Credit
- Erik Asgeirsson, President & CEO, CPA.com
- Kari Hipsak, Sr. Manager, AICPA
- Jagadeeswara Konikanti, VP, Biz2Credit
- Travis Miskowitz, Manager, CFO Advisory at Wiss & Co.
Topics:
- Broad Strategy & Policy Update
- Update on PPP latest guidance & resources
- PPP Forgiveness Tool Demo
- PPP Tool Enterprise Launch
- Practitioner Perspective on PPP Forgiveness
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Greg Anton, Partner, BDO
- Erik Asgeirsson, President & CEO, CPA.com
- Susan Coffey, EVP, Public Practice, AICPA
- Dan Noll, Director, Accounting Standards, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Broad Strategy & Policy Update
- Update on PPP latest guidance and resources
- Accounting issues in the current environment
- Practitioner Perspective
- .cpa Restricted Domain
- Update on AICPA Resources & Tools
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgiersson, President & CEO, CPA.com
- Dixie McCurley, President, Trusted CFO Solutions
- Carl Peterson, VP, Small Firms, AICPA
- Lisa Simpson, Director, Firm Services, AICPA
Topics:
- Recap of Recent Town Halls and Top Firm Questions
- Broad Strategy & Policy Update
- Update on PPP latest guidance and resources
- Payroll Tax Deferral
- Practitioner Perspective
- PPP Forgiveness Tool
- .cpa Restricted Domain
- Update on AICPA Resources & Tools
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
- Erik Asgeirsson, President & CEO, CPA.com
- Susan Coffey, EVP, Public Practice, AICPA
- Kari Hipsak, Sr Manager, AICPA
- Mark Peterson, EVP, Advocacy, AICPA
- Senator Todd Young (R) - Indiana
Topics:
- Reflection on impact of pandemic to small businesses with Senator
- Advancement of next phase of business relief
- Overview of HEALS Act and Skinny package
- Status of potential tax credit for remote work expenses
- State of Indiana's economy
- Recent IFR on Owner-employee compensation