• 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 

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