AICPA & CIMA Lunch & Learn

ENG26LL04. Pulse Check: Tax Season Survival, IRS, and the Road Ahead (IN PERSON ONLY)

Tax season is in the rearview mirror, but we’re not done talking about it. Join the AICPA’s VPs of Tax Policy & Advocacy and Tax & Advisory Services for a lively, member-driven lunch conversation that covers it all:
• How the filing season really went for firms like yours
• The highs and the headaches
• What’s happening with the IRS
• Where the profession is headed.

Presenters will share the latest AICPA member survey data on IRS service levels, then turn it over to you — live polling, open discussion, and real practitioner voices. This session also will dig into how firms are starting to use generative AI and expand into tax and planning advisory services. Come ready to share, react, and help shape what the AICPA does next to support you.

Learning Objectives:

  • Identify specific resources and support from the AICPA to navigate IRS challenges, leverage new technology, and grow practices.
  • Recognize tax season experiences — wins, pain points, and firm-level challenges — and peer insights.
  • Recall key findings from the AICPA’s most recent IRS member survey, including trends in service levels and practitioner concerns.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Basic/beginner – (0-2 years in the profession)
Prerequisites
0-2 years in the profession
Advanced Preparation
none
Session Tags
Personal Financial Planning
Tax Strategies for the High-Income Individual
Speakers
Image of April Walker

April Walker

CPA, CGMA
Senior Manager — Public Accounting (Tax Practice & Ethics)
AICPA & CIMA
Image of Melanie Lauridsen

Melanie Lauridsen

Vice President – Tax Policy & Advocacy
AICPA
Image of Eva Simpson

Eva Simpson

CPA, CGMA
Vice President – Member Value, Tax & Advisory Services
AICPA
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