CTCPA Town Hall Meeting: The Future's in the Room

Overview

A lot has changed over the past few months, from CPA licensure pathways across the Northeast to new IRS guidance affecting practitioners. We'll also hear directly from the next generation of CPAs (some of our very own Connecticut Professionals' Leadership Academy graduates!) about what's attracting them to the profession – and what's pushing them away.

This timely discussion is crucial for new and young professionals right up to decision-makers.

Full Agenda

What Young Professionals Want – and What They Won't Put Up With

Hear an unfiltered conversation with recent graduates of the Connecticut Professionals' Leadership Academy as they discuss:

Why they chose accounting
What has made them want to stay
What has made them question that decision
What firms and organizations can do now to recruit and retain young professionals.

CPA Pathways Update

Get the latest on licensure changes across the Northeast and Mid-Atlantic, including:

Connecticut's leadership and where implementation stands
Updates from New Jersey, New York, Rhode Island, Vermont, and New Hampshire
Massachusetts' latest legislative progress
What these changes mean for mobility and your practice.

Four IRS Updates Every Member Should Know
Bonnie Stewart will cover four important developments impacting practitioners:

Circular 230 and AI: New guidance confirms existing due diligence, competence, fee, and confidentiality requirements apply to AI-assisted work.
CP53E Notices: How to identify legitimate notices, recognize scams, and report erroneous notices.
Kwong Refund Claims: A new online Form 843 filing option may help eligible individuals claim certain pandemic-era penalty and interest refunds.
Trump Account Gift Tax Safe Harbor: New guidance eliminates Form 709 filing for most qualifying contributions, subject to specific conditions.

Overview

Objectives