• BOI update with FinCEN and election insights
    Nov 7 2024

    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 Lamb 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.

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    1 hr and 1 min
  • Discussion on CPA pipeline growth opportunities and an election update
    Oct 24 2024

    Topics include:

    • DC and profession update

    • CPA pipeline and pathway discussion

    • Key technical updates

    Speakers: 

    • Barry Melancon, President and CEO, AICPA

    • Erik Asgeirsson, President and CEO, CPA.com

    • Susan Coffey, CEO, Public Accounting, AICPA

    • Mark Peterson, EVP, Advocacy, AICPA

    • Lisa Simpson, VP, Firm Services, AICPA

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    58 mins
  • Small business environment and CAS strategies
    Oct 10 2024
    Topics include: DC and profession update SMB environment and the election scenarios analysis Key technical updates Client advisory services (CAS) strategies and practitioner insights Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Gene Marks, President, The Marks Group Kim Blascoe, Senior Director, CAS Professional Services, CPA.com Rob Henderson, Partner-in-Charge, Advisory, Windes
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    1 hr and 1 min
  • Tech and AI trends across the profession
    Sep 26 2024
    Topics include: DC and profession analysis Tech and AI trends in accounting and finance Key technical updates Speakers:  Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA Dan Hood, Editor-in-Chief, Accounting Today Andrew Argue, CEO and Co-founder, Corvee
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    1 hr and 3 mins
  • Retirement planning and the SECURE Act
    Sep 12 2024
    Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Compliance Risk, Paychex
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    1 hr and 1 min
  • State of the economy and liability risk management
    Aug 29 2024
    Topics include: DC environment and profession analysis State of the economy and recent market shifts The latest technical updates Professional liability risk management hot topics Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, Expert Economic Forecaster Sarah Ference, Risk Control Director, Professional Services, CNA Insurance Stan Sterna, VP, Professional Firms, Aon
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    1 hr and 2 mins
  • Special Edition: Summer Update on Chevron, BOI, ERC and more
    Aug 15 2024

    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
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    24 mins
  • State of SMB, digital payments and DC Updates
    Aug 1 2024

    Topics include:

    • DC environment and profession analysis

    • State of SMBs and digital transformation

    • The latest technical updates

    Speakers: 

    • Barry Melancon, President and CEO, AICPA

    • Erik Asgeirsson, President and CEO, CPA.com

    • Lisa Simpson, VP, Firm Services, AICPA

    • René Lacerte, CEO and Founder, BILL

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    1 hr and 2 mins