AICPA Town Hall artwork

AICPA Town Hall

103 episodes - English - Latest episode: 16 days ago - ★★★★★ - 12 ratings

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.

Management Business News Business News audit fintech technology accounting advisory cpa finance ppp tax
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Episodes

Manage tax late-season client challenges

April 04, 2024 19:00 - 1 hour - 86.2 MB

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 

Tax season practitioner discussion

March 21, 2024 19:00 - 1 hour - 86 MB

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 

Top Firms report and growth trends

February 29, 2024 20:00 - 1 hour - 56.2 MB

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

Insider insight from National Taxpayer Advocate

February 15, 2024 20:00 - 1 hour - 83.1 MB

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 

Avoiding burnout during busy season plus the latest from DC

February 01, 2024 20:00 - 1 hour - 84.6 MB

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 

Tax season strategies for success

January 18, 2024 20:00 - 1 hour - 84.5 MB

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 

Firm management strategies for 2024

January 04, 2024 20:00 - 1 hour - 82.9 MB

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

Looking ahead to 2024

December 21, 2023 20:00 - 1 hour - 83.9 MB

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 

Live from DCPA: innovation, transformation and evolving business models

December 05, 2023 18:00 - 1 hour - 86.3 MB

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 

PFP and tax advisory strategies

November 16, 2023 20:00 - 1 hour - 83.3 MB

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 

Economic forecast, BOI and cybersecurity

November 02, 2023 19:00 - 1 hour - 84.4 MB

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 

The latest ERC and quality management standards

October 19, 2023 19:00 - 1 hour - 84.8 MB

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 

The impact of generative AI

October 05, 2023 19:00 - 1 hour - 84 MB

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   

Important ERC update and more

September 21, 2023 19:00 - 1 hour - 82.7 MB

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 

Identifying the value in value-based pricing

September 07, 2023 19:00 - 59 minutes - 81.5 MB

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 

Small firm strategies for success and dealing with the debt limit

August 24, 2023 19:00 - 1 hour - 83 MB

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 

Examination of demographics and the talent pipeline

August 10, 2023 19:00 - 59 minutes - 54.6 MB

  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 U...

Discussion on transformation through AI and leadership culture

July 28, 2023 00:00 - 1 hour - 83 MB

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 

Beneficial ownership information reporting

July 13, 2023 19:00 - 1 hour - 83.2 MB

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  

DC and profession news, plus innovation and AI

June 22, 2023 19:00 - 1 hour - 85 MB

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

Innovation, leadership and profession updates

June 06, 2023 19:00 - 59 minutes - 81.7 MB

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  

Economic forecast by CNBC's Steve Liesman

May 18, 2023 19:00 - 1 hour - 84.5 MB

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 ...

Pipeline Acceleration Plan and Fastest Growing Firms

May 04, 2023 20:00 - 1 hour - 85 MB

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

Chat GPT and the accounting profession

April 20, 2023 19:00 - 1 hour - 83.9 MB

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

Conversation with the IRS National Taxpayer Advocate

April 07, 2023 15:33 - 1 hour - 83 MB

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     

Extended DC update and Secure Act 2.0

March 23, 2023 20:00 - 1 hour - 82.8 MB

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,

Tax and IRS debrief, plus personal financial planning strategies

March 03, 2023 17:44 - 1 hour - 82.7 MB

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

DC updates and managing clients impacted by Sec.174 R&E

February 16, 2023 19:43 - 1 hour - 85.5 MB

  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   

Latest Technical Updates and Current State of Private Company Reporting

February 02, 2023 20:00 - 58 minutes - 80.7 MB

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, Chie...

AICPA’s 8-point human capital pipeline plan

January 19, 2023 20:00 - 59 minutes - 82.2 MB

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, V...

Perspectives on busy tax season planning

January 05, 2023 20:00 - 1 hour - 84.7 MB

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   

The 2023 economic forecast

December 15, 2022 20:00 - 1 hour - 84 MB

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 

The AICPA Town Hall Live from DCPA

December 06, 2022 21:00 - 1 hour - 84.4 MB

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, An...

Breakdown of the U.S. midterm results

November 17, 2022 20:00 - 1 hour - 84.8 MB

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...

Updates to the DOL independence guidance for employee benefit plans

November 03, 2022 19:00 - 1 hour - 85.6 MB

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 Di...

AICPA Town Hall Live from Council 

October 20, 2022 19:00 - 1 hour - 84.9 MB

Topics: 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 MB

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 upco...

Special Edition AICPA Town Hall: Tech Summit

September 29, 2022 19:00 - 58 minutes - 80.5 MB

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 ...

Emerging trends in tech and business with Nancy Giordano

September 22, 2022 16:00 - 59 minutes - 81.4 MB

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 ...

Economic forecast with CNBC Chief Economist Marci Rossell

September 08, 2022 19:00 - 1 hour - 83.8 MB

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 E...

AICPA Town Hall - August 25, 2022

August 26, 2022 14:13 - 59 minutes - 82.2 MB

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

AICPA Town Hall Series - August 4 Edition

August 05, 2022 15:50 - 1 hour - 83.2 MB

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.  

AICPA Town Hall Series - August 4

August 05, 2022 15:50 - 1 hour - 83.2 MB

Presenters: 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 MB

Presenters: 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 MB

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

AICPA Town Hall - June 23, 2022

June 23, 2022 21:03 - 1 hour - 84.3 MB

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...

AICPA Town Hall - June 6, 2022

June 13, 2022 16:42 - 59 minutes - 81.8 MB

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 ...

AICPA Town Hall - May 19, 2022

May 20, 2022 15:59 - 59 minutes - 82.4 MB

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 ac...

AICPA Town Hall Series - May 5, 2022

May 05, 2022 21:50 - 1 hour - 86.1 MB

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...

AICPA Town Hall Series - April 21, 2022

April 22, 2022 13:20 - 1 hour - 86.4 MB

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, Barr...