Apr 24, 2025
Topics include:
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DC update: Latest news from Capitol Hill
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Technical update: What you need to know as we exit busy season
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Post-tax season planning: talking to clients about financial planning
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A new era of CAS: Impacts of SSARS 27 on advisory services
Speakers:
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Erik Asgeirsson, President and CEO, CPA.com
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Mark Peterson, EVP, Advocacy, AICPA
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Erin Hartman, Senior Manager, Firm Services, AICPA
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Dan Snyder, Senior Manager, Personal Financial Planning,
AICPA
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Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com
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Mike Westervelt, Chair, AICPA Accounting and Review Services Committee
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Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC