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AICPA Town Hall

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.

Tracks

Emerging trends in tech and business with Nancy Giordano
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 
59:07 09/22/2022
Economic forecast with CNBC Chief Economist Marci Rossell
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, Taxation, AICPA Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA Marci Rossell, Chief Economist, CNBC
60:50 09/08/2022
AICPA Town Hall - August 25, 2022
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
59:42 08/26/2022
AICPA Town Hall Series - August 4
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    
60:27 08/05/2022
AICPA Town Hall - July 21, 2022
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     
61:02 07/22/2022
AICPA Town Hall - July 7, 2022
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
59:56 07/08/2022
AICPA Town Hall - June 23, 2022
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 Wayfair  Legislative trends impacting sales and use tax  Updates pertaining to forthcoming ‘budget season’  Opportunities for CPA firms 
61:13 06/23/2022
AICPA Town Hall - June 6, 2022
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.  
59:24 06/13/2022
AICPA Town Hall - May 19, 2022
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 accounting profession and a legislative update from DC. Lisa, Barry and Michael provided an update from this week’s AICPA Council and the key takeaways on the future of the profession.
59:49 05/20/2022
AICPA Town Hall Series - May 5, 2022
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 #AICPATownHall: • CPA.com CEO and President Erik Asgeirsson and Mark Peterson, AICPA EVP of Advocacy, provided the latest legislative and profession updates. • Kari Hipsak, AICPA Sr. Manager of Firm Services, delivered technical updates and guidance. • AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, discussed busy season debrief strategies with Brent Forbush, CPA, Managing Partner of Forbush & Associates, and Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville. • Erik and Lisa welcomed Accounting Today Editor-In-Chief Dan Hood to discuss the growth in Client Advisory Services and why firms should be taking steps now to expand into this practice area.
62:30 05/05/2022
AICPA Town Hall Series - April 21, 2022
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 Melancon, CPA, CGMA, discussed the latest legislative updates and federal agenda items through 2022, plus tax season reflections. AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance, and discussed new service opportunities in SOC. AICPA’s Mary Foelster, CPA, CGMA discussed developments in GACQ, the status of economic recovery programs and compliance.
62:43 04/22/2022
AICPA Town Hall Series - March 31, 2022
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. TreasuryProfession & DC Update Tax & Technical Update Key Insights on the March 31, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative and profession updates. The hosts welcomed PPP architect Michael Faulkender to the episode for a strategic discussion. AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, and VP of Taxation, Edward Karl, CPA, provided technical updates.
61:47 03/31/2022
AICPA Town Hall Series - March 17, 2022
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 legislative issues Kari Hipsak, CPA, CGMA of the AICPA Firm Services team gave relevant technical guidance Carl Peterson, CPA, AICPA VP of Small Firms, and Deborah Rood, CPA, of CAN discussed important items for CPAs to consider in the last 30 days of tax season, including the legality of extensions Withum’s Jim Bourke, CPA, CITP, CFF, CGMA, discussed how firms should proceed during times of heightened cyber risk, as we are experiencing currently
61:32 03/17/2022
AICPA Town Hall Series - March 3, 2022
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 provides an update from DC. National Taxpayer Advocate Erin Collins and AICPA’s Melanie Lauridsen discuss current IRS matters. Carl Peterson discusses the latest tax season trends and tips.
60:49 03/04/2022
AICPA Town Hall Series - February 17, 2022
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 Manager Amy Miller, JD, CPA, discussed the latest from DC including current AICPA Advocacy work, AICPA testimony at Senate Finance Committee hearing and an important update on relief coming for schedule K-2 and K-3 reporting. AICPA’s VP of Firm Services, Lisa Simpson, CPA, CGMA, provided an update on PPP and answered top ERC questions. Kirk Phillips, CPA, CGMA, TheBitcoinCPATM and Managing Director at Global Crypto Advisors joins to provide insight on new guidance around crypto and tax reporting.
61:45 02/17/2022
AICPA Town Hall Series - February 3, 2022
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 service levels and AICPA’s advocacy efforts, the opportunity in integrating financial planning into tax engagements, and commented on a recent audit quality study. AICPA’s Vice President of Firm Services, Lisa Simpson, CPA, CGMA, highlighted some tax filing season topics AICPA’s Senior Director of Governmental Audit and Accounting, Mary Foelster, CPA, CGMA, addresses common questions related to audits of business relief funds.
59:53 02/03/2022
AICPA Town Hall Series - January 20, 2022
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 CEO, Erik Asgeirsson, and AICPA EVP of Advocacy, Mark Peterson, discuss the latest happening in DC and in the profession. Kari Hipsak, CPA, CGMA, Senior Manager of Firm Services at AICPA, provides up-to-date technical guidance for CPAs. Steve Saah, Executive Director at Robert Half, provides important information on the state of hiring, salaries and the overall labor market in accounting & finance. Lisa Bodell, CEO of FutureThink, discusses how firms and professionals can lean into simplicity as a time management strategy.
61:11 01/21/2022
AICPA Town Hall Series - January 6, 2022
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 Services, Lisa Simpson, CPA, CGMA, discussed the latest technical guidance relating to PPP. AICPA VP of Taxation, Edward Karl, CPA, CGMA, joined to highlight 5 potential implications of upcoming legislation, including IRS penalty relief, service levels and effective dates.
61:50 01/07/2022
AICPA Town Hall, December 23, 2021
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 January  
62:28 12/27/2021
Special Edition, AICPA Town Hall
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. 
56:26 12/08/2021
AICPA Town Hall Series - November 18, 2021
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  
59:50 11/19/2021
AICPA Town Hall Series - November 4, 2021
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
61:01 11/05/2021
AICPA Town Hall Series – October 21, 2021
AICPA Town Hall Series – October 21, 2021 The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Elinor Litwack, CPA, Partner, Outsourced Accounting & Advisory, GRF CPAs & Advisors Ted Ross, CEO & Co-Founder, SpyCloud Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Steven Ursillo, CPA, CGMA, CITP, Partner, Risk Assurance & Advisory, Cherry Bekaert LLP, Past Chair IMtA Jennifer Wilson, Partner & Co-Founder, Convergence Coaching Topics: DC Update Growing CAS Opportunity Technical Guidance & Updates Cybersecurity Awareness Month: Top Risks & Dark Web  
62:21 10/21/2021
AICPA Town Hall Series – October 7, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Lisa Bodell, CEO, FutureThink Jennifer Burns, CPA, Chief Auditor, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Topics: DC Update Fireside Chat with Lisa Bodell Technical Guidance & Updates ASB Exposure Draft: New Quality Management Standard Key Insights: CPA.com President & CEO, Erik Asgeirsson, was joined by AICPA’s Executive Vice President of Advocacy, Mark Peterson, to discuss breaking news from Washington and the latest in legislation as Congress works to resolve fiscal issues as critical deadlines loom. Special guest Lisa Bodell, a globally recognized keynote speaker and CEO of FutureThink discussed how simplicity can be used as a competitive advantage and how to make better use of time. Kari Hipsak, AICPA’s Senior Manager of Firm Services provided technical guidance, including how to handle accounting for economic recovery programs Jennifer Burns, AICPA’s Chief Auditor, and Carl Peterson, AICPA Vice President of Small Firms, gave an update on proposed quality management standards and related top issues
61:52 10/08/2021
AICPA Town Hall Series – September 30, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession Update Panel Discussion on Advising Clients Technical Guidance & Updates “PPP/ERC Interplay” Key Insights: CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession. AICPA’s Vice President of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance on ERC/PPP interplay. Tim Speiss of EisnerAmper provided an update on legislative implications to estate planning.
62:16 10/01/2021
AICPA Town Hall Series – September 23, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Melanie Lauridsen, Senior Manager, Tax Policy & Advocacy, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA Mel Schwarz, JD, CPA, Director of Legislative Affairs, Eide Bailly Topics: Legislative Process & Timing Proposed Rates & Policy Updates Proposals Under Review/Left Out State of IRS Services
60:35 09/24/2021
AICPA Town Hall Series – September 2, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Topics: Profession & Legislative Update Technical Updates & New Guidance 2021 CPA Firm Top Issues Practice Strategies Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion on the Senate infrastructure bill and 2021 key deadlines and expirations. AICPA’s VP of Taxation, Ed Karl, joined to discuss AICPA’s Top Tax Advocacy priorities, including IRS service levels and penalty relief. Lisa Simpson, AICPA’s VP of Firm Services, gave a rundown of up-to-date PPP forgiveness statistics, plus technical guidance on the SBA forgiveness portal and ERC. Carl Peterson, AICPA’s Small Firm VP, discussed 2021 CPA Firm Top Issues and provided practice strategies.
61:37 09/02/2021
AICPA Town Hall Series – August 12, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Alex Dorr, Vice President, People Evolution, Reality-Based Leadership Mary Foelster, CPA, Sr. Director, Governmental Auditing & Accounting, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legislative Update Technical Updates & New Guidance Single Audit Update from GAQC Workplace Engagement through Accountability: A conversation with Alex Dorr
62:12 08/13/2021
AICPA Town Hall Series – July 27, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode of the AICPA Town Hall podcast: The first-ever in-person AICPA Town Hall was conducted live at the 2021 AICPA ENGAGE Conference at the ARIA Resort and Casino in Las Vegas. CBS News Business Analyst, Jill Schlesinger, discussed an economic outlook with CPA.com Erik Asgeirsson including societal impacts, inflation, the federal reserve and markets. AICPA President and CEO, Barry Melancon, CPA, CGMA, provided the most recent legislative updates, including Biden Infrastructure & Tax proposals, IRS Services & Penalty relief and ERC. 2021 AICPA ENGAGE Chair & Chief Transformation Officer at BPM, Lindsay Stevenson, CPA, CGMA reflected on the past year and a provided a forward look on the workforce. Jim Bourke, CPA, CITP, CFF, CGMA, Partner at Withum, discussed the technology and cybersecurity landscape.  
62:49 07/28/2021
AICPA Town Hall Series – July 22, 2021
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Kelly Grier, EY US Chair Legislative & Firm Strategy Discussion with Barry Melancon Technical Updates & Guidance Key Insights: AICPA’s CEO for Public Accounting, Sue Coffey, CPA, CGMA had a strategic discussion with EY’s US Chair, Kelly Grier, about how Big 4 navigated the pandemic and the future outlook. Barry Melancon, CPA, CGMA, AICPA’s President & CEO, and Erik Asgeirsson, CPA.com President & CEO, provided the latest legislative and IRS update including discussion around the Biden infrastructure & tax proposals, IRS service & penalty relief, and employee retention credit. Lisa Simpson, CPA, CGMA, VP of Firm Services for AICPA, provided a detailed technical update, specifically around FTE reduction calculation.
60:07 07/23/2021