A new era for CAS + post-tax season planning episode artwork

EPISODE · Apr 24, 2025 · 1H 1M

A new era for CAS + post-tax season planning

from AICPA Town Hall · host AICPA Town Halls

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 

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