2022 Trends Reshaping the Accounting Profession

May 18, 2022

02:00 PM EST

Place: Online

Price: Free

Free Webinar: The Northeastern Region Tax Roundtable-Infinity Globus Presents "2022 Trends Reshaping the Accounting Profession"

The accounting profession continues to evolve with vast challenges and opportunities. With labor shortages in America fueled by large-scale retirements from the baby boomer generation and not enough newly minted accounting graduates going into the profession, the profession struggles with next steps to properly grow and prosper. Are you ready to adapt to change and establish yourself as an industry pioneer? It’s time to debrief on where we are now and where we’re going. To assist you in doing the same, we’ll take an in-depth look at 2022 Industry Trends Affecting the Accounting Industry—the context in which they emerged, the impact they’ll have, and precisely what you should be doing today to capitalize on them tomorrow.

Please join our keynote speakers, Mr. Peter J. Scalise, Mr. Allan Koltin, Mr. Vivek Shah, Mr. Amit Patel, Mr. Yash Shah, Mr. Kevin Marshall, and Mr. Bruce Johnson on Wednesday, May 18th from 2:00 PM EDT–3:00 PM EDT for a highly interactive panel discussion on 2022 Trends Reshaping the Accounting Profession with a particular emphasis on the following:

Accounting Industry Trends for

  • 1. CPA Firm M&A Mergers/Succession Planning
  • 2. CPA Firm, PE Funding
  • 3. Staffing Shortages in America
  • 4. The Global Outsourcing Solution
  • 5. Utilizing Specialty Tax Incentives for New Streams of a CPA Firm’s Managed Revenues

Our Speakers

Allan Koltin

CEO @Koltin Consulting Group, Inc.

As a top consultant and nationally recognized public speaker, Allan has made this prestigious Accounting Today “Top 100 Most Influential People in the Profession” list for the past 21 years and in 2020 was ranked 5th. For the past seven straight years he has been voted a “Top 25 Thought Leader” by CPA Practice Advisor. INSIDE Public Accounting has voted him one of the “Top 10 Most recommended Consultants” for 17 straight years. His expertise and extensive experience are well known across the accounting industry and a great advantage to the many clients of Koltin Consulting Group. Connect with him on: https://www.linkedin.com/in/allan-koltin-24a8181

Peter J. Scalise

Federal Tax Credits & Incentives Practice Leader for the Americas @Prager Metis CPAs, LLC

Peter J. Scalise serves as the Federal Tax Credits and Incentives Practice Leader for the Americas at Prager Metis CPAs, LLC, a member of the Prager Metis International Group. Mr. Scalise is a highly distinguished Big Four Alumni Tax Practice Leader with approximately thirty years of progressive public accounting firm experience developing, managing, and leading large scale tax advisory practices on a regional, national, and global level. https://www.linkedin.com/in/peterjscalise

Vivek Shah

Managing Director @Infinity Globus

Vivek is a certified public accountant (CPA) from the state of Colorado, and he has spent the last 20 years working for some of the most prestigious firms in the world, serving mid-to-large-sized businesses throughout North America and Canada. Vivek Shah is a visionary entrepreneur who, through his passion and determination, has built a thriving company empire in the fields of finance, bookkeeping, assurance, and taxation. He is a person of exceptional academic accomplishments who has also made a name for himself in the business world through his innate attributes. Connect with him on: https://www.linkedin.com/in/vivekshahsaig

Bruce Johnson

Partner @Capstan Tax Strategies

Bruce Johnson, partner at Capstan Tax Strategies, has been working in federal fixed asset strategies for the last 18 years. His specialties include cost segregation, EpAct 179D and 45L, and is a regular presenter on these topics for AICPA, state CPA societies and industry specific organizations. https://www.linkedin.com/in/brucejohnsoncapstantax/

Amit Patel

Director @Smart Accountants

Amit Patel is a CA and CPA with over two decades of experience in US taxation. His experience includes providing high-quality tax compliance services, tax planning, tax research, and review of federal and state income tax returns for individuals and various types of entities (C-Corp, S-Corp, and Partnership). He also has experience preparing financial statements and conducting valuation analyses and on-site experience working in the US. Additionally, he possesses extensive experience in organisational development, strategic planning, and leadership development. Have extensive experience managing talent, including recruiting, scheduling, planning, and developing technical team members. Connect with him on: https://www.linkedin.com/in/caamitpatel/

Yash Shah

Director of Operations @Infinity Globus

Yash Shah, CA is a Director, U.S. Operations at Infinity Globus. He has extensive experience assisting clients with complex and multistate taxation, as well as foreign filing requirements. He combines his technical tax knowledge with his broad experience to meet each client’s unique needs. For quite a few years, Yash has been driving our staffing augmentation model with co-sourcing and outsourcing to assist the US market with their manpower shortages while also serving as a trusted advisor and partner for these companies. Connect with him on: https://www.linkedin.com/in/yashshah-ca-infinityglobus/

Kevin Marshall

President/CEO @Profitopia

Professionally, Kevin has been a practicing CPA for over 35 years. He serves clients across the country via his virtual CPA firm. He specializes in the difficult— specifically turning around dire financial situations with unique financing, tax mitigation, and business planning solutions. Kevin brings both an entrepreneurial spirit and a CPA’s financial acumen to each client situation. The innovative solutions he brings to clients are rooted in strong financial returns. Kevin is the author of Tax Credits Are Sexy: What Every Organization Needs To Know About The Employee Retention Credit. https://www.linkedin.com/in/kevin-marshall-cpa-7823b84/