An economic outlook, BOI news and reflections from Barry Melancon

AICPA Town Hall

Player FM - Internet Radio Done Right

13 subscribers

Hozzáadva négy éve

A tartalmat a AICPA & CIMA biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a AICPA & CIMA vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Mind The Business: Small Business Success Stories

1
Understanding Taxes as a Newly Formed Small Business - Part 2 of the Small Business Starter Kit 28:24

10 napja28:24

Lejátszás később

Listák

Tetszik

Kedvelt

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

körülbelül egy éve 1:00:33

MP3•Epizód kép

Topics include:

BOI news

DC and profession update

2025 economic outlook

Key technical updates

Speakers: 

Barry Melancon, President and CEO, AICPA

Erik Asgeirsson, President and CEO, CPA.com

Lisa Simpson, VP, Firm Services, AICPA

Marci Rossell, expert economic forecaster

122 epizódok

#MBA #Business News #Business #News #Accounting #Advisory #Finance #Fintech #Tax #Technology #Audit #AICPA CIMA #CPA #PPP

AICPA Town Hall

An economic outlook, BOI news and reflections from Barry Melancon

AICPA Town Hall

13 subscribers

published körülbelül egy éve

Megosztás

MP3•Epizód kép

Topics include:

BOI news

DC and profession update

2025 economic outlook

Key technical updates

Speakers: 

Barry Melancon, President and CEO, AICPA

Erik Asgeirsson, President and CEO, CPA.com

Lisa Simpson, VP, Firm Services, AICPA

Marci Rossell, expert economic forecaster

122 epizódok

#MBA #Business News #Business #News #Accounting #Advisory #Finance #Fintech #Tax #Technology #Audit #AICPA CIMA #CPA #PPP

Minden epizód

1
Former IRS Commissioner, Top 100 firms report preview and BOI news 1:01:20

17 napja1:01:20

1:01:20

Topics include: DC update: Latest news on bills, budgets, and BOI from Capitol Hill Technical update: What you need to know to navigate busy season Top Firms Report: Insights from fastest growing firms & Top 100 report Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, Editor-in-Chief, Accounting Today Charles Rettig, Former Commissioner, IRS…

1
A news power hour: Expert insights on the latest from DC and the profession 1:01:42

4 weeks1:01:42

1:01:42

Topics include: Profession update: Key issues areas of focus for the profession DC update: Insights from the fast-changing D.C. landscape Technical updates: Essential IRS news and resources for busy season Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA Michael Brand, Member, BMSS, LLC…

1
Tax bill discussion draft, risk management strategies and AI tools for tax 1:00:48

6 weeks1:00:48

1:00:48

Topics include: DC update: Impacts of the first 10 days of the new administration Risk management strategies: Minimize scope creep and billing risks AI and tax: Ways you should be using AI in your tax practice if you’re not already Technical updates: Essential IRS news and resources for busy season Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Michael Ceramie, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Ashley Francis, Owner, The Francis Group April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA Stan Sterna, VP, Professional Firms, Aon…

1
Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel 1:01:39

8 weeks1:01:39

1:01:39

Topics include: BOI news DC and profession update Tax season and financial planning Key technical updates Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA…

1
An economic outlook, BOI news and reflections from Barry Melancon 1:00:33

12 weeks1:00:33

1:00:33

Topics include: BOI news DC and profession update 2025 economic outlook Key technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, expert economic forecaster

1
Tech trends, talent pipeline, and BOI 1:00:15

14 weeks1:00:15

1:00:15

Topics include: DC and profession update Talent pipeline AI trends and impacts on critical infrastructure Evolving technology trends across the profession Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Lexy Kessler, Vice Chairman, AICPA Avani Desai, CEO, Schellman Pascal Finette, Co-founder, be radical…

1
Navigating Change, BOI Updates and Audit Transformation 1:01:43

16 weeks1:01:43

1:01:43

Topics include: DC and profession update Changing Psychology of Influence Audit transformation Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Emily Remington, Director, Audit Product Management, CPA.com Sarah Flischel, Director, Audit Transformation and Training, AAFCPAs Henna Pryor, Workplace Performance Expert, Pryority Group…

1
BOI update with FinCEN and election insights 1:00:38

18 weeks1:00:38

1:00:38

Topics include: DC and profession update BOI discussion with FinCEN Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Phil Lam, Beneficial Ownership and Innovation Chief, FinCEN On this episode of the AICPA Town Hall, we dive into the significant outcomes of the 2024 U.S. federal elections and their implications for the finance and accounting profession, future tax policy, and regulatory changes. Mark Peterson leads an in-depth discussion on the anticipated shifts in Washington, exploring how new leadership could impact tax legislation, the IRS, and regulatory bodies. We’re joined by Phil Lam from FinCEN, who provides critical insights on Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act, including what CPAs and firms need to know as the January 1st compliance deadline approaches. The episode also covers essential updates across the profession.…

1
Discussion on CPA pipeline growth opportunities and an election update 58:12

20 weeks58:12

58:12

Topics include: DC and profession update CPA pipeline and pathway discussion Key technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Susan Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA…

1
Small business environment and CAS strategies 1:01:17

22 weeks1:01:17

1:01:17

Topics include: DC and profession update SMB environment and the election scenarios analysis Key technical updates Client advisory services (CAS) strategies and practitioner insights Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Gene Marks, President, The Marks Group Kim Blascoe, Senior Director, CAS Professional Services, CPA.com Rob Henderson, Partner-in-Charge, Advisory, Windes…

1
Tech and AI trends across the profession 1:03:04

24 weeks1:03:04

1:03:04

Topics include: DC and profession analysis Tech and AI trends in accounting and finance Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA Dan Hood, Editor-in-Chief, Accounting Today Andrew Argue, CEO and Co-founder, Corvee…

1
Retirement planning and the SECURE Act 1:00:57

26 weeks1:00:57

1:00:57

Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Compliance Risk, Paychex…

1
State of the economy and liability risk management 1:02:06

28 weeks1:02:06

1:02:06

Topics include: DC environment and profession analysis State of the economy and recent market shifts The latest technical updates Professional liability risk management hot topics Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, Expert Economic Forecaster Sarah Ference, Risk Control Director, Professional Services, CNA Insurance Stan Sterna, VP, Professional Firms, Aon…

1
Special Edition: Summer Update on Chevron, BOI, ERC and more 24:11

30 weeks24:11

24:11

Topics include: "Chevron Deference" ruling Government funding Latest on BOI and ERC Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA

1
State of SMB, digital payments and DC Updates 1:01:34

32 weeks1:01:34

1:01:34

Topics include: DC environment and profession analysis State of SMBs and digital transformation The latest technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA René Lacerte, CEO and Founder, BILL

AICPA Town Hall

1
Building trust through quality 58:56

34 weeks58:56

58:56

Tune in to this AICPA Town Hall podcast for a discussion on the state of assurance and why quality auditing is essential to public confidence, as well as the need-to-know tax information. Topics include: DC environment and profession analysis The latest technical updates State of assurance and building trust through quality BOI reporting update Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Wes Bricker, Global Assurance Leader, PwC US…

AICPA Town Hall

1
Strategies to accelerate small firm growth 1:02:21

37 weeks1:02:21

1:02:21

Topics include: DC environment and profession analysis The latest technical updates Strategies to accelerate small firm growth National Pipeline Advisory Group (NPAG) report Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Brian Davis, President & CEO, One Stop CPA…

AICPA Town Hall

1
Live from ENGAGE with firm leadership strategies and more 1:00:02

41 weeks1:00:02

1:00:02

Topics include: Firm leadership and strategies AI in accounting and finance Firm business model trends Audit and assurance update Top news from DC and the profession The latest technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs Tom Hood, EVP, Business and Growth, AICPA Lisa Simpson, VP, Firm Services, AICPA…

AICPA Town Hall

1
State legislative wrap up 1:01:32

42 weeks1:01:32

1:01:32

Topics include: Legislative update with profession analysis The latest technical updates State legislature trends IRS service & strategy Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA…

AICPA Town Hall

1
Examining the Small Business Environment 1:01:34

44 weeks1:01:34

1:01:34

Topics include: Legislative update with profession analysis The latest technical updates Economic forecast including small business trends Guidance on retirement and elder planning Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group Dan Snyder, Director, Personal Finance Planning, AICPA…

AICPA Town Hall

1
Hiring and retention trends in the profession 1:01:00

46 weeks1:01:00

1:01:00

Topics include: The latest from DC on pressing issues impacting the profession Technical updates Accounting and finance hiring and retention trends Speakers: Michael Cerami, EVP, CPA.com Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Ai Ling Lee, Vice President, Field Practice Group, Robert Half…

AICPA Town Hall

1
Manage tax late-season client challenges 1:02:32

49 weeks1:02:32

1:02:32

Topics include: The latest from DC on pressing issues impacting the profession Technical updates End of tax season risk alert Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA…

AICPA Town Hall

1
Tax season practitioner discussion 1:02:24

51 weeks1:02:24

1:02:24

Topics include: DC and profession news and analysis Technical updates Tax season practitioner discussion Speakers: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Gary Wood, Partner, Compere Robinette CPAs Erin Roche, Tax Partner, BPM…

AICPA Town Hall

1
Top Firms report and growth trends 1:01:02

1 year1:01:02

1:01:02

Topics include: Accounting Today Top Firms report findings and trends National Pipeline Advisory Group update DC and profession news and analysis Speakers: Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, editor-in-chief, Accounting Today Betsy Krisher, Chairman and CEO, Maher Duessel…

AICPA Town Hall

1
Insider insight from National Taxpayer Advocate 1:00:20

1 year1:00:20

1:00:20

Topics include: Tax season & IRS update DC and profession news and analysis First quarter planning for a successful 2024 Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Erin Collins, National Taxpayer Advocate, IRS Kimberly Ellison-Taylor, Founder and CEO, KET Solutions…

AICPA Town Hall

1
Avoiding burnout during busy season plus the latest from DC 1:01:22

1 year1:01:22

1:01:22

Topics include: DC and profession news and analysis Technical updates Decision-making during high-stress and high-productivity demands Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Alex Dorr, VP, People Evolution, Reality Based Leadership…

AICPA Town Hall

1
Tax season strategies for success 1:01:18

1 year1:01:18

1:01:18

Topics include: DC and profession news and analysis Tax legislation Technical updates Small firm practitioner tax discussion Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Nicole Davis, Founder, Butler Davis Tax & Accounting…

AICPA Town Hall

1
Firm management strategies for 2024 1:00:06

1 year1:00:06

1:00:06

Topics include: DC and profession news and analysis Technical updates 2023 reflections and strategies for 2024 Speakers: Barry Melancon President and CEO, AICPA Erik Asgeirsson President and CEO, CPA.com Mark Peterson EVP, Advocacy, AICPA Lisa Simpson VP, Firm Services, AICPA Jeffrey Weiner Chairman and CEO, Marcum…

AICPA Town Hall

1
Looking ahead to 2024 1:00:52

1 year1:00:52

1:00:52

Topics include: DC and profession news and analysis Technical updates and breaking ERC news 2024 small business impacts and forecast BOI reporting risk and liability Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group Stan Sterna, VP, Professional Firms, Aon Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA…

AICPA Town Hall

1
Live from DCPA: innovation, transformation and evolving business models 1:02:38

1 year1:02:38

1:02:38

Topics include: DC and profession news Technical updates Discussion on innovation, transformation and evolving business models Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente…

Üdvözlünk a Player FM-nél!

A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.