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Description

Topics include: 

  • DC update: Latest news from Capitol Hill

  • Technical update: What you need to know as we exit busy season

  • Post-tax season planning: talking to clients about financial planning  

  • A new era of CAS: Impacts of SSARS 27 on advisory services 

  

Speakers:  

  • Erik Asgeirsson, President and CEO, CPA.com 

  • Mark Peterson, EVP, Advocacy, AICPA 

  • Erin Hartman, Senior Manager, Firm Services, AICPA 

  • Dan Snyder, Senior Manager, Personal Financial Planning, AICPA
  • Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com 

  • Mike Westervelt, Chair, AICPA Accounting and Review Services Committee 

  • Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC