Back to Search

PPP 2 Town Hall - How CPAs Can Support Their Clients Webinar

CPE

When
Jan. 13
8:00 - 10:00 a.m.

CPE Credits
1-Tax; 1-A&A

Details

 Pricing

PICPA Member: $0 | Nonmember: $100


 More Information

Course No.
780400
Level
Update
Prerequisites
None

Description

With the passage of a new version of the Paycheck Protection Program, known as PPP 2, CPAs have a continued responsibility and opportunity to help their business clients survive the ongoing coronavirus pandemic. In this PICPA-sponsored town hall, AICPA representatives will address the key components of PPP 2 from all angles.

Highlights

  • Forgiveness support and PPP2, including tax considerations
  • Calculation of payroll costs for PPP amounts
  • Best practices on communication and working with clients


Speaker(s)

Lisa is Vice President – Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Small Firms, Diversity & Inclusion, Young Member Initiatives, Technical Hotline and Center for Plain English Accounting. Her teams build and manage firm relationships with all size firms, promoting awareness and value, including advocating for CPA firm success and ongoing relationships with public accounting influencers. Her teams create innovative programs and engagement strategies to engage a diverse pipeline of current and future CPAs

Since 2020 Lisa has been working closely with the AICPA PCPS and CPA.com in efforts to develop resources that assist CPA firms and their clients with the Paycheck Protection Program (PPP) and other business relief programs.  She has presented to thousands of CPAs and business owners through the AICPA’s Town Hall Series. She was named in the top 100 Most Influential People in Accounting by Accounting Today in 2020.

Lisa began her career with EY gaining audit and tax experience in her six years with the firm. She then worked for a small firm in Lexington, Kentucky for five years. Lisa has 20+ years of industry experience as well, having served as the CFO for non-profit and for-profit organizations before joining the AICPA in 2012.

Lisa graduated from Eastern Kentucky University and is licensed as a CPA in NC and KY.

DANIEL J. NOLL, CPA

Dan Noll, CPA, is Senior Director of Accounting Standards at the American Institute of Certified Public Accountants.  Dan’s primary responsibilities include working with the Financial Reporting Executive Committee (FinREC, formerly known as AcSEC) in arriving at AICPA positions on financial reporting matters, and in providing external financial reporting guidance.  In addition, Dan leads the AICPA’s efforts related to private company financial reporting.

Dan works with numerous organizations, committees, expert panels, and task forces that focus on improving financial reporting and ensuring that accounting professionals have the requisite tools needed to best serve the public interest.

Dan has a B.B.A. in Public Accounting from Baruch College and was an evening adjunct professor at that institution for four years.  Before joining the AICPA, Dan was with PricewaterhouseCooper's (formerly Coopers & Lybrand) New York and National Offices.

Cari Weston, MST, CPA, CGMA, is Director of Tax Practice & Ethics for the AICPA. She leads the team responsible for monitoring tax issues, communicating to CPA tax practitioners and developing resources to assist in their work.

 

She is a frequent writer and speaker on tax, ethics, leadership, practice management, technology, and the future of the accounting profession. She has also been quoted in many news sources including: The New York Times, Washington Post, USA Today, Boston Globe, CNBC, Chicago Tribune, and Time Magazine and actively tweets on profession issues at the handle @CariWestonCPA.

 

She received her BS in Accountancy and MS in Taxation from the William P. Carey School of Business at Arizona State University. Prior to joining the AICPA, she spent close to 20 years in public accounting, including most recently as the owner of a boutique tax practice in Austin, Texas.


You May Also Like

Business Development Is a Conversational Sport Webinar
May 25 | Webinar
Take a journey into the world of business development and learn philosophies, strategies, and takes to properly develop business from Matt Blank, director of business development at Friedman LLP. Get ...
PICPA Legislative Update Webinar
May 20 | Webinar
Listen to Peter Calcara, PICPA’s vice president of government relations, present a quarterly legislative update. Discuss the PICPA’s latest legislative victories, prognostications for the state budget, and the Pennsylvania primary ...
Employee Benefit Plans Conference Morning Sessions - Webcast
May 26 | Webinar
Department of Labor Update SAS No. 136 - Forming an Opinion and Reporting on Employee Benefit Plans Subject to ERISA Auditing Employee Benefit Plans in ...