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 Associ...
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 & Et...
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...
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
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 ...
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, ...
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, Ta...
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 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
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
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 Wayfa...
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 acc...
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 #AICP...
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 ...
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 In...
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 leg...
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 ...
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 Mana...
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 s...
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 C...
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 Servic...
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...
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: 1. Details on Build Back Better Act 2. Tax provisions in signed Infrastructure Bill 3. Employee Retention Credit (ERC) sunset 4. Business model considerations for a successful busy season 5. 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...
