A new era for CAS + post-tax season planning
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…
The skinny
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