AICPA Town Hall

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

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.

Topics include:

• DC and profession news
• Technical developments
• Small firm update
• Innovation and AI

Speakers:

• Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Jeff Wilson II, Principal, The W2 Group
• Pascal Finette, CEO, be radical

Topics

• DC and profession update
• Technical developments
• Small firm update
• Secure Act 2.0 analysis including upcoming deadlines for 401(k) plans employer contributions

Speakers

• Barry Melancon, President and CEO, AICPA
• Erik Asgeirsson, President and CEO, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Carl Peterson, VP, Small Firm Interests, AICPA
• Zachary Keep, Manager-Compliance Risk, Paychex,

Topics include:

• A research-driven exploration of demographics and how shifts impact the talent pipeline
• DC and profession news
• Technical updates
• A professional liability strategy update from Aon

Speakers:

• Erik Asgeirsson, president and CEO of CPA.com
• Lisa Simpson, VP, firm services of the AICPA
• Rachel Dresen, senior director of congressional and political affairs of the AICPA
• Dr. Jim Johnson, professor and director of the Urban Investment Strategies Center at UNC Business School
• Stan Sterna, VP, professional firms of Aon
• Sarah Ference, risk control director, professional services, CNA