Complimentary Webinar: Washington National Tax Roundtable 2023 Year-in-Review Thought Leaders’ Summit
Please join us for our Washington National Tax Roundtable 2023 Year-in-Review Thought Leaders’ Summit on Tuesday, December 5th from 11:00AM EDT through 1:00PM EDT as we host a highly dynamic two-hour panel discussion to gain impactful insights into the great consolidation of the accounting firm industry driving merger-mania coast to coast across the United States along with a federal tax update in connection to specialty tax incentives, tax insurance policies aimed at insuring high stakes tax positions on both tax returns and tax structures, the latest innovation in tax automation software solutions, and best staffing practices for preparing for Tax Season 2024 with global centers of excellence for staffing augmentation services.
- Accounting Firm Mega-Mergers, Combinations, Acquisitions, and Dispositions
- Accounting Firm Succession Planning to mitigate the Bursting Baby Boomer Bubble
- Large-Scale PE Funding expected for many of the TOP 100 Accounting Firms
- Impact Philanthropy for Accounting Firm’s Planned Giving Programs and Stewardship Programs
- Federal Tax Update on Specialty Tax Incentives
- Tax Insurance Policies for High-Stakes Tax Positions on Tax Returns and Tax Structures
- Latest Innovation in Tax Automation Software Solutions
- Best Staffing Practices for preparing your accounting firm for Tax Season 2024 with global centers of excellence for staffing augmentation services.
Allan KoltinCEO, The Koltin Consulting Group
Allan Koltin serves as the CEO of the Koltin Consulting Group. Allan is a member of the prestigious Accounting Today TOP 100 Influencers and is a noted industry thought leader who consults on some of the largest of global, national, and regional accounting firm mergers and acquisitions, the structuring of PE investments into accounting firms, along with facilitating accounting firm partner retreats and strategic talent acquisition.
Peter J. ScaliseChairman and Program Moderator, The Washington National Tax Roundtable
Peter serves as the National Partner-in-Charge, Federal Tax Credits & Incentives Practice at SAX CPAs, LLP. Peter is a member of the prestigious Accounting Today Top 100 Influencers and is a noted thought leader in developing, managing, scaling, and leading large-scale tax advisory practices for many of the TOP 100 accounting firms spanning three decades. Peter also serves as the Editor-in-Chief of CPA Magazine and is a frequently published author and keynote speaker for the AICPA and State-CPA society conferences across the country.
Vivek ShahFounder and Managing Partner, Infinity Globus
Vivek Shah serves as the Founder and Managing Partner of Infinity Globus. Vivek is a noted industry thought leader who collaborates with accounting firms worldwide to partner with them for their staffing augmentation needs in connection to Accounting Services; Attest Services; Tax Compliance Services; and Advisory Services.
Randy CrabtreeCo-Founder and Tax Partner, Tri-Merit
Randy Crabtree serves as the Co-Founder and Tax Partner at Tri-Merit. Randy is a noted industry thought leader who collaborates with accounting firms nationwide to partner with their clients for their specialty tax incentive needs including R&D Tax Credits; Fixed Asset Reviews; Cost Segregation Analysis; TPR Compliance Services; Employee Retention Tax Credit Services; and Energy Tax Incentives.
Andrew RubinDirector, WTW
Andrew Rubin serves as a Director at WTW. Andrew is a noted industry thought leader who collaborates with accounting firms and law firms nationwide to mitigate high stakes tax return filing positions through tax insurance policies that eliminate the uncertainty inherent in tax compliance by transferring the risk of loss arising from a tax challenge to an insurance company.
Phil WhitmanCEO, Whitman Transition Advisors
Phil Whitman serves as the CEO of Whitman Transition Advisors. Phil is a member of the prestigious Accounting Today TOP 100 Influencers and is a noted industry thought leader who consults on some of the largest of national, regional, and local accounting firm mergers and acquisitions, the structuring of PE investments into accounting firms, along with facilitating accounting firm partner retreats and strategic talent acquisition.
Claire TsukudaCo-Founder and CEO, Kipsi
Claire Tsukuda serves as the Co-Founder and CEO of Kipsi. Claire is a noted industry thought leader who is a proud Deloitte Alumni turned high-tech entrepreneur who co-founded Kipsi to collaborate with accounting firms nationwide to help automate select tax functions through a diversified suite of software solutions.
Jennifer ThompsonSenior Development and Board Relations Officer, USO Northeast Region
Jennifer Thompson serves as the Senior Development and Board Relations Officer within the USO Northeast Region. In this role, Jennifer is responsible for the successful development and engagement of the regional and local advisory boards throughout the region and collaborates with the corporate and major gift teams to generate revenue for the global enterprise. Jennifer will discuss the USO’s Accountants Salute the Troops campaign and how accounting firms can get actively involved with this mission.