Explore every episode of the podcast AICPA Town Hall
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Title
Pub. Date
Duration
Technology landscape update and year-end tax and financial planning
06 Nov 2025
01:00:43
The Nov. 6 AICPA Town Hall episode covers latest around the government shutdown and the key technical updates you need to know. Plus, we'll dive into a conversation on year-end tax planning and the state of AI adoption across firms and finance.
Special Edition: Government shutdown state of play
30 Oct 2025
00:19:22
In this special edition episode, Mark Peterson, AICPA EVP-Advocacy, and Melanie Lauridsen, AICPA VP-Tax Policy and Advocacy, break down the latest news from D.C. and provide key resources to help you and your clients navigate the uncertainty.
Special Edition: Key Tax Law Changes You Need to Know
Steven Ursillo, CPA, CGMA, CITP, Partner, Risk Assurance & Advisory, Cherry Bekaert LLP, Past Chair IMtA
Jennifer Wilson, Partner & Co-Founder, Convergence Coaching
Topics:
DC Update
Growing CAS Opportunity
Technical Guidance & Updates
Cybersecurity Awareness Month: Top Risks & Dark Web
AICPA Town Hall Series – October 7, 2021
08 Oct 2021
01:01:52
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA
Lisa Bodell, CEO, FutureThink
Jennifer Burns, CPA, Chief Auditor, AICPA
Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
Mark Peterson, Executive Vice President, Advocacy, AICPA
Topics:
DC Update
Fireside Chat with Lisa Bodell
Technical Guidance & Updates
ASB Exposure Draft: New Quality Management Standard
Key Insights:
CPA.com President & CEO, Erik Asgeirsson, was joined by AICPA's Executive Vice President of Advocacy, Mark Peterson, to discuss breaking news from Washington and the latest in legislation as Congress works to resolve fiscal issues as critical deadlines loom.
Special guest Lisa Bodell, a globally recognized keynote speaker and CEO of FutureThink discussed how simplicity can be used as a competitive advantage and how to make better use of time.
Kari Hipsak, AICPA's Senior Manager of Firm Services provided technical guidance, including how to handle accounting for economic recovery programs
Jennifer Burns, AICPA's Chief Auditor, and Carl Peterson, AICPA Vice President of Small Firms, gave an update on proposed quality management standards and related top issues
AICPA Town Hall Series – September 30, 2021
01 Oct 2021
01:02:16
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Timothy Speiss, CPA, PFS, Partner, EisnerAmper
Topics:
Legislative & Profession Update
Panel Discussion on Advising Clients
Technical Guidance & Updates "PPP/ERC Interplay"
Key Insights:
CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession.
AICPA's Vice President of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance on ERC/PPP interplay.
Tim Speiss of EisnerAmper provided an update on legislative implications to estate planning.
AICPA Town Hall Series – September 23, 2021
24 Sep 2021
01:00:35
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA
Mel Schwarz, JD, CPA, Director of Legislative Affairs, Eide Bailly
Topics:
Legislative Process & Timing
Proposed Rates & Policy Updates
Proposals Under Review/Left Out
State of IRS Services
AICPA Town Hall Series – September 2, 2021
02 Sep 2021
01:01:37
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA
Topics:
Profession & Legislative Update
Technical Updates & New Guidance
2021 CPA Firm Top Issues
Practice Strategies
Key Insights:
CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion on the Senate infrastructure bill and 2021 key deadlines and expirations.
AICPA's VP of Taxation, Ed Karl, joined to discuss AICPA's Top Tax Advocacy priorities, including IRS service levels and penalty relief.
Lisa Simpson, AICPA's VP of Firm Services, gave a rundown of up-to-date PPP forgiveness statistics, plus technical guidance on the SBA forgiveness portal and ERC.
Carl Peterson, AICPA's Small Firm VP, discussed 2021 CPA Firm Top Issues and provided practice strategies.
AICPA Town Hall Series – August 12, 2021
13 Aug 2021
01:02:12
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Alex Dorr, Vice President, People Evolution, Reality-Based Leadership
Mary Foelster, CPA, Sr. Director, Governmental Auditing & Accounting, AICPA
Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Legislative Update
Technical Updates & New Guidance
Single Audit Update from GAQC
Workplace Engagement through Accountability: A conversation with Alex Dorr
AICPA Town Hall Series – July 27, 2021
28 Jul 2021
01:02:49
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Economic Outlook with Jill Schlesinger
Legislative & Profession Update with Barry Melancon
Technical Updates & Guidance
Practitioner Insights from ENGAGE
Key Insights:
On this episode of the AICPA Town Hall podcast:
The first-ever in-person AICPA Town Hall was conducted live at the 2021 AICPA ENGAGE Conference at the ARIA Resort and Casino in Las Vegas.
CBS News Business Analyst, Jill Schlesinger, discussed an economic outlook with CPA.com Erik Asgeirsson including societal impacts, inflation, the federal reserve and markets.
AICPA President and CEO, Barry Melancon, CPA, CGMA, provided the most recent legislative updates, including Biden Infrastructure & Tax proposals, IRS Services & Penalty relief and ERC.
2021 AICPA ENGAGE Chair & Chief Transformation Officer at BPM, Lindsay Stevenson, CPA, CGMA reflected on the past year and a provided a forward look on the workforce.
Jim Bourke, CPA, CITP, CFF, CGMA, Partner at Withum, discussed the technology and cybersecurity landscape.
AICPA Town Hall Series – July 22, 2021
23 Jul 2021
01:00:07
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA
Kelly Grier, CPA, US Chair and Managing Partner, EY
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Strategic Discussion with Kelly Grier, EY US Chair
Legislative & Firm Strategy Discussion with Barry Melancon
Technical Updates & Guidance
Key Insights:
AICPA's CEO for Public Accounting, Sue Coffey, CPA, CGMA had a strategic discussion with EY's US Chair, Kelly Grier, about how Big 4 navigated the pandemic and the future outlook.
Barry Melancon, CPA, CGMA, AICPA's President & CEO, and Erik Asgeirsson, CPA.com President & CEO, provided the latest legislative and IRS update including discussion around the Biden infrastructure & tax proposals, IRS service & penalty relief, and employee retention credit.
Lisa Simpson, CPA, CGMA, VP of Firm Services for AICPA, provided a detailed technical update, specifically around FTE reduction calculation.
AICPA Town Hall Series – July 8, 2021
09 Jul 2021
01:02:07
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Michael Faulkender, Ph.D., Professor Univ of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, United States Treasury
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Strategic Discussion with Michael Faulkender
Legislative and Tax Update
Technical Guidance & Updates
Key Insights:
Former U.S. Assistant Secretary of the U.S. Treasury Department, Dr. Michael Faulkender, an architect of the Paycheck Protection Program, joins CPA.com CEO, Erik Asgeirsson, for a discussion on the defining moments and lessons learned in creating the largest business relief program in U.S. history.
Mark Peterson, AICPA's Executive Vice President for Advocacy, presents the latest legislative and regulatory updates including the Biden Infrastructure and Tax Proposals, IRS Service & Penalty Relief, paid preparer tax legislation, and simplifying estimated tax deadlines.
Lisa Simpson, AICPA Vice President of Firm Services, provides a technical guidance: addresses unanswered questions about employee retention credit, the PPP loan forgiveness landscape, and updates on Restaurant Revitalization Fund.
AICPA Town Hall Series – June 24, 2021
25 Jun 2021
00:59:53
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Michael Cerami, VP, Strategic Alliances, CPA.com
Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA
Cathy Engelbert, CPA, Commissioner, WNBA, Former CEO, Deloitte
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Strategic Discussion with Cathy Engelbert
Legislative and Tax Update
PPP Forgiveness Deep Dive
Additional technical updates
Key Insights:
Sue Coffey, AICPA CEO for Public Accounting, and Cathy Engelbert, WNBA Commissioner and Former Deloitte CEO, discuss leadership lessons and outcomes from the pandemic.
Lisa Simpson, AICPA Vice President of Firm Services, provides details and expert insight on the Paycheck Protection Program and the loan forgiveness process.
Mark Peterson, AICPA's Executive Vice President for Advocacy, presents the latest legislative update and gives insight on current discussions in DC, including infrastructure, IRS service update and the need for additional IRS guidance.
Tax legislation breakdown, research tools and what's next
Mark Gallegos, Partner, Porte Brown Accountants and Advisors
Robert Keebler, Partner, Keebler & Associates
AICPA Town Hall Series – June 17, 2021
18 Jun 2021
01:02:17
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA
Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA
Topics:
Changing Role of the CFO, Post-Pandemic
Business Relief and Tax Updates
Key Insights:
Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic recovery, and the latest regarding the Paycheck Protection Program
TIAA CFO Jennifer Reilly and Tom Hood, the Association's executive vice president of growth and engagement, talk about the changing role of the CFO
Kari Hipsak, a senior manager with the AICPA, discusses the latest technical guidance on business relief programs
AICPA Town Hall Series – June 3, 2021
04 Jun 2021
01:03:32
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Ron Baker, Chief Value Officer, Armanino, Founder, VeraSage
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Latest News & Legislative Update
Latest Business Relief and Tax Updates
Strategies for Business Relief Services
AICPA Town Hall Series – May 20, 2021
21 May 2021
01:02:18
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Lending, Tax, & Business Relief (PPP, RRF, SVOG) Updates
Practitioner Perspectives
Key Insights:
Economist and former CNBC commentator Marci Rossell talked about economic trends related to the pandemic and recovery, including increased productivity due to remote work and the resiliency and enhanced prospects of surviving small businesses
Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA's vice president of firm services, discussed the latest policy developments from Washington, including infrastructure funding plans and the close-out of funding for the Paycheck Protection Program
Dixie McCurley of Cherry Bekaert and Travis McCurley of Wiss & Co. talked about the impact of the $28.6 billion Restaurant Revitalization Fund and other practitioner issues
AICPA Town Hall Series – April 22, 2021
23 Apr 2021
01:01:07
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Stephanie O'Rourk, CPA, Partner, CohnReznick
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Opening Comments & Broad 2021 Outlook
Legislative Update & Tax Season Discussion
PPP Final Stretch Update
Business Relief Program Update (PPP, RRF, SVOG)
Key Insights:
AICPA President and CEO Barry Melancon gave an overview of the economic outlook for the second half of the year, and discussed activities firms will be most focused on in the coming weeks.
Erik Asgeirsson, president and CEO of CPA.com, walked participants through the final stretch of the Paycheck Protection Program and talked about how lenders are dealing with the approaching May 31 loan application deadline.
Lisa Simpson, the AICPA's vice president of firms services, gave an update on PPP developments and also answered common questions about business relief programs.
Stephanie O'Rourk, a partner with CohnReznick, talked about the mechanics of the $28.6 billion Restaurant Revitalization.
AICPA Town Hall Series – April 8, 2021
09 Apr 2021
01:01:15
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA
Topics:
Opening Comments & Policy Maker Update
Relief Programs Discussion
Final Stretch PPP, ERC, EIDL, SVOG, RRP
Hot Tax Topics
Key Insights:
Mark Peterson, the AICPA's executive vice president of advocacy, talked about legislative efforts to reconcile disparate tax deadlines that would help firms and taxpayers
Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA's vice president of firm services, talked about the final stretch for the PPP and what firms should be doing now to help clients with other programs, such as the Shuttered Venue Operators Grant
Kristin Esposito, the AICPA's director of tax policy and advocacy, discussed the latest developments with the Employee Retention Credit and its interplay with other relief programs
Cari Weston, the AICPA's director of tax practice and ethics, gave attendees an update on hot tax topics for practitioners
AICPA Town Hall Series – April 1, 2021
02 Apr 2021
01:01:14
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA
Carl Peterson, CPA, VP, Small Firms, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Legislative Update & Activities
State of Lenders and PPP
Latest Updates & Recommendations
Top Issues Facing Accounting and Finance Professionals
AICPA Town Hall Series – March 18, 2021
19 Mar 2021
01:01:22
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA
Topics:
Significant Activities with Policy Makers and Regulators
State of Lenders and PPP
Updates & Recommendations on New Guidance
New Tax Provisions (ERC, etc.)
Key Insights:
AICPA President and CEO Barry Melancon, CPA, CGMA, CPA.com President and CEO Erik Asgeirsson and Mark Peterson, the AICPA's executive vice president of advocacy, discuss the need to extend the March 31 deadline for Paycheck Protection Program loan applications and also highlight issues with the May 17 limited tax deadline extension by the IRS.
Lisa Simpson, CPA, CGMA, the AICPA's vice president of firm services, gives the latest updates and recommendations regarding PPP.
April Walker, CPA, CGMA, lead manager of tax practice and advocacy for the AICPA, talks about tax developments with the American Rescue Plan, the Employee Retention Credit and other topics.
AICPA Town Hall Series - March 11, 2021 Special Edition
11 Mar 2021
00:24:33
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO of CPA.com
Robert Durak, CPA, Director, Private Company Financial Reporting, AICPA
Kari Hipsak, CPA, CGMA, Senior Manager, AICPA
Lisa Simpson, CPA, Vice President of Firm Services at the AICPA
Topics:
Key PPP Developments
Ongoing developments around PPP deadlines
Status on Lender Processing
Accounting for PPP
AICPA Town Hall Series – March 4, 2021
05 Mar 2021
01:01:35
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA
Topics:
Updates from Policy Makers
New Administration
State of Legislation
Business Relief
Tax Extension
Updates & Recommendations on New Guidance
New PPP IFR and forms
New ERC Guidance
Key Insights:
AICPA President and CEO Barry Melancon talks about the pressures on the IRS and SBA with tax and Paycheck Protection Program (PPP) issues, respectively, and the need for easing some deadlines for CPA firms and their clients.
Erik Asgeirsson, president and CEO of CPA.com, discusses the state of PPP loan approvals and the SBA's focus on the smallest businesses.
Lisa Simpson, the AICPA's vice president of firm services, gives the latest updates on PPP guidance.
Kristin Esposito, the AICPA's director of tax policy and advocacy, talked about the Employee Retention Credit and its interaction with PPP.
Tax bill status, small firm opportunities and the transformation economy
26 Jun 2025
01:02:02
Topics include:
Top news from DC
The latest technical updates
Small firm opportunities
Transformation economy
Speakers:
Michael Cerami, EVP, CPA.com
Mark Peterson, EVP, Advocacy, AICPA
Lisa Simpson, VP, Firm Services, AICPA
Carl Peterson, VP, Small Firm Interests, AICPA
Ed Kless, Co-founder, THRESHOLD
AICPA Town Hall Series – February 26, 2021 Special Edition
26 Feb 2021
00:23:20
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO of CPA.com
Lisa Simpson, CPA, Vice President of Firm Services at the AICPA
Topics:
Review of recent White House changes to the PPP
SBA & Lender Processing Update
IRS Tax Filing Deadline Update
PPP Resources to Guide Firms
Key Insights:
Erik Asgeirsson, President & CEO of CPA.com, and Lisa Simpson, the AICPA's vice president of firm services, reviewed recent White House changes to the PPP, including information on a key change in calculating loan amount for self-employed Form 1040 Schedule C filers, a designated window for the smallest borrowers to apply and expanded eligibility requirements. They also provided an update on the AICPA's advocacy efforts surrounding the IRS tax filing deadline.
AICPA Town Hall Series – February 18, 2021
19 Feb 2021
01:01:24
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Topics:
Legislative & New Administration Update
SBA & Lender Processing Update
Latest Updates & Recommendations
Key Insights:
Erik Asgeirsson, president and CEO of CPA.com notes that, despite ongoing issues with the Paycheck Protection Program (PPP), there is still plenty of money available for small businesses
Ed Karl, the AICPA's vice president of taxation, talks about the pressures on the IRS and the implications that may have for tax filing deadlines
Mark Peterson, the AICPA's executive vice president of advocacy, discusses the growing clamor for policymakers to fix the PPP loan application process and other advocacy issues, including professional licensure issues in the states
Lisa Simpson, the AICPA's vice president of firm services, provides PPP updates and mentions an upcoming AICPA guide on PPP accounting
AICPA Town Hall Series – February 4, 2021
05 Feb 2021
01:02:04
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Mark Peterson, Executive Vice President, Advocacy, AICPA
Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA
Topics:
Legislative Update
SBA & Lender Processing Update
Latest Updates & Recommendations
Hot Tax Topics
Key Insights:
Erik Asgeirsson, president and CEO of CPA.com and Lisa Simpson, the AICPA's vice president of firm services, discussed the need for more clarity from the SBA on Paycheck Protection Program (PPP) challenges and also offered an update on other PPP developments
Mark Peterson, the AICPA's executive vice president of advocacy, provided a legislative update
Cari Weston, the AICPA's director of tax practice and ethics, addressed the Employee Retention Credit and other tax issues, and AICPA Senior Manager Amy Miller discussed cryptocurrency regulations.
AICPA Town Hall Series - January 28, 2021
29 Jan 2021
01:01:06
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Daniel Martini, VP, Congressional Relations, American Bankers Association
Dixie McCurley, President & Co-Founder
Carl Peterson, CPA, VP, Small Firms, AICPA
Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA
Topics:
Lender Update Discussion with the ABA
Latest Updates & Recommendations
Firm Strategies
Key Insights:
Daniel Martini, the American Banking Association's vice president of congressional relations, discusses lender activity and SBA system integration issues surrounding the latest Paycheck Protection Program (PPP) application round.
Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA's vice president of firm services, gives the latest updates on PPP developments.
Carl Peterson, the AICPA's vice president of small firm interests, and Dixie McCurley, principal and co-founder of Trusted CFO Solutions, talk about the view from the ground and the extensive "layering of work" for firms assisting small businesses on PPP, the Employee Retention Credit and upcoming tax matters.
AICPA Town Hall Series – January 21, 2021
22 Jan 2021
01:01:32
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Rohit Arora, CEO and Co-Founder, Biz2Credit
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, CPA, CGMA, President & CEO, AICPA
Lisa Simpson, Director, Firm Services, AICPA
Topics:
PPP Reopening
Latest Updates & Recommendations
Lender Update
2021 Outlook with Barry Melancon
Key Insights:
AICPA President and CEO Barry Melancon talks about how the profession can be a "settling voice" for businesses as a new administration grapples with economic recovery and other challenges.
Lisa Simpson, the AICPA's vice president of firm services, discussed the latest developments on the Paycheck Protection Program, including updated guidance on calculating PPP loan amounts, second draws, and calculating gross receipts.
Erik Asgeirsson, president and CEO of CPA.com, offers insight on the opening of the latest round of PPP applications to all participating lenders, and what 2021 looks like for further business stimulus plans.
AICPA Town Hall Series - January 14, 2021
15 Jan 2021
01:00:11
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA's vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with CPA.com, is approved by the SBA to make PPP loans directly to borrowers.
Kristin Esposito, the AICPA's director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.
AICPA Town Hall Series - January 7, 2021
07 Jan 2021
01:02:07
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Lisa Simpson, VP Firm Services, AICPA
Carl Peterson, VP Small Firms at AICPA
Edward Karl, VP of Taxation at AICPA
Jan Lewis, Tax Partner at Haddox Reid Eubank Betts
Topics:
Update from Washington DC: Legislative, IRS & SBA/Treasury
Technical Update and Analysis on New Stimulus Bill
Tax Panel: Readiness, Preparing for 2020 tax filing season
Small Firm Update
Insights on Getting Ready for PPP2
Key Insights:
Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA's vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with CPA.com, is approved by the SBA to make PPP loans directly to borrowers.
Kristin Esposito, the AICPA's director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.
AICPA Town Hall Series - December 30, 2020
30 Dec 2020
00:28:14
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Lisa Simpson, VP Firm Services, AICPA
Topics:
Overview of $900B Stimulus Act Timeline
Opportunity to Approach PPP2 Differently
PPP provisions in Consolidated Appropriations Act, 2021
PPP Loan Forgiveness
PPP2 - Lender & Agent Fees
Engagement Letters
PPP Lending Options
PPP2 Client Support
PPP2 Loan Application Process
Resources
AICPA Town Hall Series - December 23, 2020
23 Dec 2020
00:45:31
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Lisa Simpson, Vice President, Firm Services, AICPA
Topics:
Status of $900B stimulus bill
Review of key stimulus provisions in relief bill
Open items
Timeline for PPP aid
Resources and capabilities
AICPA Town Hall Series - December 17, 2020
17 Dec 2020
01:03:02
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.
Presenters:
Erik Asgeirsson, President & CEO, CPA.com
Barry Melancon, President & CEO, AICPA
Mark Peterson, EVP, Advocacy, AICPA
Lisa Simpson, VP, Firm Services, AICPA
Kyle Corum, Partner, Bernard Robinson & Co
Travis Miskowitz, Manager, CFO Advisory at Wiss & Co.
Topics:
DC Update: Legislative, SBA/Treasury & IRS
Current status of stimulus bill activities
Analysis of what we believe will happen
Latest Updates & Recommendations
Updated review of latest PPP2 Proposals
Firm Perspective Panel: Getting Ready for PPP2
Live from ENGAGE: Exploring the latest issues impacting the profession