Mar 23, 2023
Topics
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DC and profession update
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Technical developments
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Small firm update
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Secure Act 2.0 analysis including upcoming deadlines for 401(k) plans employer contributions
Speakers
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Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
Mar 3, 2023
Topics
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DC and profession developments
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Technical updates
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Tax and IRS debrief
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Personal financial planning strategies
Speakers
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Edward Karl, VP, Taxation, AICPA
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Dan...
Feb 16, 2023
Topics
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DC and profession developments
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Managing clients impacted by Sec. 174 R&D of the Tax Cuts and Jobs Act
Speakers
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Barry Melancon, President and CEO, AICPA
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Erik Asgeirsson, President and CEO, CPA.com
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Lisa Simpson, VP, Firm Services, AICPA
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Mark Peterson,
Feb 2, 2023
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...
Jan 19, 2023
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,...