Episodios

  • Tax legislation breakdown, research tools and what's next

    Tax legislation breakdown, research tools and what's next
    Jul 10 2025
    Topics include: Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Gallegos, Partner, Porte Brown Accountants and Advisors Robert Keebler, Partner, Keebler & Associates
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    1 h y 2 m
  • Tax bill status, small firm opportunities and the transformation economy

    Tax bill status, small firm opportunities and the transformation economy
    Jun 26 2025
    Topics include: Top news from DC The latest technical updates Small firm opportunities Transformation economy Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Ed Kless, Co-founder, THRESHOLD
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    1 h y 2 m
  • Live from ENGAGE: Exploring the latest issues impacting the profession

    Live from ENGAGE: Exploring the latest issues impacting the profession
    Jun 10 2025
    Topics include: AI in accounting and finance Firm business model trends and strategies Audit and assurance update Pipeline trends and news Top news from DC The latest technical updates Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lexy Kessler, Chair, AICPA
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    1 h y 1 m
  • House budget bill, payment transformation and CPA licensure

    House budget bill, payment transformation and CPA licensure
    May 22 2025
    Topics include: DC update: Latest developments from Capitol Hill and their potential impact CPA licensure: Examining CPA different models and the talent pipeline Technical update: Actionable guidance for your practice Payment transformation: Insights into digital transformation in the office of CFO and small business Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Daniel J. Dustin, President and CEO, NASBA René Lacerte, CEO, BILL
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    1 h y 1 m
  • Strategic planning strategies and a profession update

    Strategic planning strategies and a profession update
    May 8 2025
    Topics include: DC update: Latest developments from Capitol Hill and their potential impact. Profession update: Insights from AICPA CEO. Technical update: Actionable guidance for your practice. Strategic planning: Actionable tips and resources to support business model transformation. Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kassi Rushing, Owner, Kassi Rushing Consulting
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    1 h y 2 m
  • A new era for CAS + post-tax season planning

    A new era for CAS + post-tax season planning
    Apr 24 2025
    Topics include: DC update: Latest news from Capitol Hill Technical update: What you need to know as we exit busy season Post-tax season planning: talking to clients about financial planning A new era of CAS: Impacts of SSARS 27 on advisory services Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services, AICPA Dan Snyder, Senior Manager, Personal Financial Planning, AICPA Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com Mike Westervelt, Chair, AICPA Accounting and Review Services Committee Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC
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    1 h y 1 m
  • Tariffs, not-for-profits, BOI and ERC

    Tariffs, not-for-profits, BOI and ERC
    Apr 3 2025
    Topics include: DC update: Latest news from Capitol Hill Small business environment: Market trends and SMB outlook Technical update: What you need to know to finish out busy season Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits Speakers:  Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA Gene Marks, President, The Marks Group
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    1 h y 2 m
  • Simplification strategies and an economic outlook

    Simplification strategies and an economic outlook
    Mar 20 2025
    Topics include: DC update: Latest news from Capitol Hill Economic forecast: An outlook on the markets heading into the second quarter Technical update: What you need to know to navigate busy season Calming the chaos: Insights into the psychology of chaos and how to reduce it Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services Rachel Dresen, Senior Director of Congressional and Political Affairs, AICPA Marci Rossell, Expert economic forecaster Lisa Bodell, Founder and CEO, FutureThink
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    1 h y 1 m