AICPA Town Hall
108 episodes - English - Latest episode: 18 days ago - ★★★★★ - 12 ratingsThe 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.
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Episodes
Strategies to accelerate small firm growth
June 27, 2024 19:00 - 1 hour - 85.9 MBTopics include: DC environment and profession analysis The latest technical updates Strategies to accelerate small firm growth National Pipeline Advisory Group (NPAG) report Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Brian Davis, President & CEO, One Stop CPA
Live from ENGAGE with firm leadership strategies and more
June 05, 2024 18:00 - 1 hour - 82.7 MBTopics 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 Sue Coffey, CEO, Public Accounting, AICPA Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs Tom Hood, EVP, Business and Growth, AICPA Lisa Simpson, VP, Firm Services, AICPA
State legislative wrap up
May 23, 2024 19:00 - 1 hour - 84.8 MBTopics include: Legislative update with profession analysis The latest technical updates State legislature trends IRS service & strategy Speakers: Barry Melancon, President and CEO, AICPA 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
Examining the Small Business Environment
May 09, 2024 19:00 - 1 hour - 84.9 MBTopics 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
Hiring and retention trends in the profession
April 25, 2024 19:00 - 1 hour - 84.1 MBTopics 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
Manage tax late-season client challenges
April 04, 2024 19:00 - 1 hour - 86.2 MBTopics 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
Tax season practitioner discussion
March 21, 2024 19:00 - 1 hour - 86 MBTopics 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
Top Firms report and growth trends
February 29, 2024 20:00 - 1 hour - 56.2 MBTopics 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
Insider insight from National Taxpayer Advocate
February 15, 2024 20:00 - 1 hour - 83.1 MBTopics 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
Avoiding burnout during busy season plus the latest from DC
February 01, 2024 20:00 - 1 hour - 84.6 MBTopics 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
Tax season strategies for success
January 18, 2024 20:00 - 1 hour - 84.5 MBTopics 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
Firm management strategies for 2024
January 04, 2024 20:00 - 1 hour - 82.9 MBTopics 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
Looking ahead to 2024
December 21, 2023 20:00 - 1 hour - 83.9 MBTopics 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
Live from DCPA: innovation, transformation and evolving business models
December 05, 2023 18:00 - 1 hour - 86.3 MBTopics 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
PFP and tax advisory strategies
November 16, 2023 20:00 - 1 hour - 83.3 MBTopics 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
Economic forecast, BOI and cybersecurity
November 02, 2023 19:00 - 1 hour - 84.4 MBTopics 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
The latest ERC and quality management standards
October 19, 2023 19:00 - 1 hour - 84.8 MBTopics 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
The impact of generative AI
October 05, 2023 19:00 - 1 hour - 84 MBTopics 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
Important ERC update and more
September 21, 2023 19:00 - 1 hour - 82.7 MBTopics 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
Identifying the value in value-based pricing
September 07, 2023 19:00 - 59 minutes - 81.5 MBTopics 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
Small firm strategies for success and dealing with the debt limit
August 24, 2023 19:00 - 1 hour - 83 MBTopics 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
Examination of demographics and the talent pipeline
August 10, 2023 19:00 - 59 minutes - 54.6 MBTopics 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 U...
Discussion on transformation through AI and leadership culture
July 28, 2023 00:00 - 1 hour - 83 MBTopics 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
Beneficial ownership information reporting
July 13, 2023 19:00 - 1 hour - 83.2 MBTopics 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
DC and profession news, plus innovation and AI
June 22, 2023 19:00 - 1 hour - 85 MBTopics 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
Innovation, leadership and profession updates
June 06, 2023 19:00 - 59 minutes - 81.7 MBTopics 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
Economic forecast by CNBC's Steve Liesman
May 18, 2023 19:00 - 1 hour - 84.5 MBTopics: 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 ...
Pipeline Acceleration Plan and Fastest Growing Firms
May 04, 2023 20:00 - 1 hour - 85 MBTopics: 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
Chat GPT and the accounting profession
April 20, 2023 19:00 - 1 hour - 83.9 MBTopics: • 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
Conversation with the IRS National Taxpayer Advocate
April 07, 2023 15:33 - 1 hour - 83 MBTopics 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
Extended DC update and Secure Act 2.0
March 23, 2023 20:00 - 1 hour - 82.8 MBTopics 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,
Tax and IRS debrief, plus personal financial planning strategies
March 03, 2023 17:44 - 1 hour - 82.7 MBTopics 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
DC updates and managing clients impacted by Sec.174 R&E
February 16, 2023 19:43 - 1 hour - 85.5 MBTopics 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
Latest Technical Updates and Current State of Private Company Reporting
February 02, 2023 20:00 - 58 minutes - 80.7 MBTopics 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, Chie...
AICPA’s 8-point human capital pipeline plan
January 19, 2023 20:00 - 59 minutes - 82.2 MBTopics: 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, V...
Perspectives on busy tax season planning
January 05, 2023 20:00 - 1 hour - 84.7 MBTopics 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
The 2023 economic forecast
December 15, 2022 20:00 - 1 hour - 84 MBTopics 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
The AICPA Town Hall Live from DCPA
December 06, 2022 21:00 - 1 hour - 84.4 MBTopics 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, An...
Breakdown of the U.S. midterm results
November 17, 2022 20:00 - 1 hour - 84.8 MBTopics 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...
Updates to the DOL independence guidance for employee benefit plans
November 03, 2022 19:00 - 1 hour - 85.6 MBTopics 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 Di...
AICPA Town Hall Live from Council
October 20, 2022 19:00 - 1 hour - 84.9 MBTopics: Update from AICPA Fall Council with Calvin Harris DC and Profession update Work transformation strategies 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
The CPA pipeline and changes to the exam
October 06, 2022 19:00 - 1 hour - 84.7 MBOn 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 upco...
Special Edition AICPA Town Hall: Tech Summit
September 29, 2022 19:00 - 58 minutes - 80.5 MBThe 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 ...
Emerging trends in tech and business with Nancy Giordano
September 22, 2022 16:00 - 59 minutes - 81.4 MBTopics 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 ...
Economic forecast with CNBC Chief Economist Marci Rossell
September 08, 2022 19:00 - 1 hour - 83.8 MBTopics: 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 E...
AICPA Town Hall - August 25, 2022
August 26, 2022 14:13 - 59 minutes - 82.2 MBPresenters: 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
AICPA Town Hall Series - August 4 Edition
August 05, 2022 15:50 - 1 hour - 83.2 MBErik 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.
AICPA Town Hall Series - August 4
August 05, 2022 15:50 - 1 hour - 83.2 MBPresenters: Erik Asgeirsson Lauren Pfingstag Kari Hipsak Stan Sterna Sarah Ference Topics: 1. Profession & DC Update and the reconciliation bill 2. Technical updates on the SBA audit requirements 3. Managing risk in your practice
AICPA Town Hall - July 21, 2022
July 22, 2022 15:37 - 1 hour - 84.1 MBPresenters: Erik Asgeirsson Lisa Simpson Barry Melancon Edward Karl Gary Wood Topics: 1. Profession & DC Update, latest on reconciliation bill and ESG developments 2. Tax/IRS update including backlog, ERC and K2/K3 status 3. Practitioner discussion on business model strategies
AICPA Town Hall - July 7, 2022
July 08, 2022 15:16 - 59 minutes - 82.5 MBPresenters: 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