Mastering Regulatory Compliance: Navigating WISP, SSTSs and Circular 230 (E2311924)

Henry Grzes, CPA, MST, is a lead manager on the Tax Practice & Ethics team at the AICPA. With over 40 years of experience in the profession, he brings significant tax expertise to the organization. His current responsibilities include acting as the staff liaison to the AICPA’s Tax Practice Responsibilities Committee, the Statements on Standards for Tax Services (SSTSs) Revision Task Force, and the Circular 230 Revision Task Force.

Brad Messner, E.A., is a third-generation owner of M & J Tax Service located just outside of Pittsburgh. He is the firm’s first enrolled agent and has 25 years of experience specializing in farm, rental and corporate tax preparation as well as an in-depth understanding of data security, due diligence and entity selection. Brad is a nationally sought-after speaker on blockchain, tax topics, ethics and cybersecurity, finding a balance between operational efficiencies and ensuring information integrity. His extensive work in data breach mitigation and recovery has awarded him the label as an industry expert in the security of accounting finance systems.

Vivian J. Paige, CPA, M.B.A., MS, CGMA has extensive experience in taxation and accounting. She was a successful sole practitioner until selling her firm 10 years ago and joining the faculty of her alma mater, Christopher Newport University, where she serves as a mentor to the next generation of CPAs. 

Vivian is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA). She is actively involved in the VSCPA, currently serving as chair of the Tax Advisory Committee and as a member of the Political Action Committee and the Diversity, Equity, and Inclusion (DEI) Council.  Her longtime service to the VSCPA was recognized in 2019 when she was named the Outstanding Member. 

Vivian is also involved in her community. She was a member of the Mayor’s Commission on Equity and Economic Opportunity and the Mayor’s Committee on Gaming. For several years, she was a weekly guest opinion columnist for The Virginian-Pilot, covering state and local politics. She co-founded Norfolk United Facing Race and was a founding board member of the Hampton Roads Center for Civic Engagement.

Nicholas Preusch, CPA, J.D., LL.M., focuses on tax services for high wealth individuals and mid-to-large business entities with YHB CPAs. Nick’s responsibilities include tax research related to complex business transactions and tax return preparation and review. He also works closely with businesses and individuals to find tax efficiencies through ever-changing tax legislation. He was also an Internal Revenue Service (IRS) attorney at the IRS National Office in Washington, D.C., where he was the lead attorney for several significant tax ethics cases. Nick co-authored Tax Preparer Penalties and Circular 230 Enforcement, a textbook published by Thomson Reuters. He has also been published in the AICPA’s Tax Advisor and Journal of Accountancy along with CCH’s Journal of Tax Practice and Procedure.