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