This episode featured developments from DC, technical updates, post-tax season planning strategies and the evolving landscape for client advisory services (CAS). If you missed it, you can check it out on-demand now. You can also listen on the go with the AICPA Town Hall Podcast or access slides and resource materials through the AICPA Town Hall portal.

Featured segments:

DC Update: Erik Asgeirsson, president and CEO, CPA.com, and Mark Peterson, EVP, Advocacy, AICPA, discussed how tariffs, tax reform and leadership changes at the IRS and SEC are shaping the policy landscape.

Technical update: Erin Hartman, senior manager, Firm Services, AICPA, covered regulatory reversals on basis-shifting transactions, compliance alerts for border-regions of California and Texas, and disaster tax relief in key states.

Post-tax season planning: Dan Snyder, director, Personal Financial Planning, AICPA, joined Erin and Erik to share why now's the time to pivot from compliance to tax advisory and personal financial planning. He also explained how CPAs can lead multi-year, cross-disciplinary planning conversations–before clients turn elsewhere.

A new era for client advisory services (CAS): Kim Blascoe, senior director, CAS Professional Services, CPA.com, Becky Munson, partner, mid-market practice leader, Outsourcing Services, Eisner Advisory Group LLC, and Mike Westervelt, chair, AICPA Accounting and Review Services Committee, explained how SSARS 27 is redefining CAS under consulting standards. They outlined how this “game-changer” empowers firms to grow advisory services and streamline engagements and new tools on the way to help practitioners understand the changes.

Tune in Thursday, May 8, at 3 p.m. ET, as consultant Kassi Rushing joins us to discuss the importance of strategic planning no matter firm size and provides actionable tips and resources. The team will also cover the latest news from DC and technical updates you rely on.

Upcoming Town Hall dates:

Poll results

Late-breaking news and resources

• IRS Disaster Tax Relief FAQ
• Client Advisory Services (CAS) resources
  • Benchmark survey report
  • CAS marketing toolkit
  • Firm self-assessment tool