Mid-Year Accounting Trends Town Hall Meeting
The accounting profession continues to evolve with daunting challenges and exciting opportunities. With labor shortages accelerating in America fueled by large-scale retirements from the baby boomer generation and simply not enough newly minted accounting graduates going into the profession, the profession struggles with the 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. Our panelists will take an in-depth look at pivotal trends that transpired over the first six months of 2022 along with projections for the second half of 2022 and beyond. This insightful program will cover the 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 virtual Mid-Year Accounting Trends Town Hall meeting on Wednesday, August 10th from 2:00 PM EDT–3:00 PM EDT for a highly interactive panel discussion with an emphasis on:
• CPA Firm Mega-Mergers, Combinations, Acquisitions, and Dispositions
• CPA Firm Succession Planning to mitigate the Baby Boomer Bubble
• Large-Scale PE Funding expected for many of the TOP 100 Accounting Firms
• Best Practices to mitigate Staffing Shortages in America
• The Global Outsourcing Solution
• The Digital Transformation of Specialty Tax Incentives to streamline the rendering of Cost Segregation Studies, R&D Tax Credit Studies, Employee Retention Tax Credit Studies, and more with end-to-end software solutions.
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.
Kevin MarshallFounder and President @Profitopia
Kevin is the Founder and CEO of Profitopia and has created an innovative end-to-end software solution to identify, gather, and document Employee Retention Tax Credits. Kevin is the author of Tax Credits Are Sexy: What Every Organization Needs to Know About the Employee Retention Credit.
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.
Mark AndrusCRO, SPRX Technologies
Mark is a retired partner at Grant Thornton and currently serves as the Chief Revenue Officer at SPRX Technologies, Inc., the leading end-to-end software solution to identify, gather, and document sustainable R&D tax credit studies.
Richard BourgaultFounder, SegStream LLC
Richard founded SegStream as an end-to-end software solution to identify, gather, and document sustainable Cost Segregation studies. In 2017, after having completed Cost Segregation studies for more than a decade and having worked in roles including software user experience and software product management, Richard founded SegStream to tackle the software problems that had haunted him since his first run-ins with those infamous Excel models. After completing initial product development, with a sole focus on professional Cost Segregation engineers, Richard pivoted SegStream toward the creation of the very first Cost Segregation Automation software, specifically designing it to be useful for Accountants and Specialty Tax Professionals.
Dominic VitucciCEO, SPRX Technologies
Dominic is the Founder and CEO at SPRX Technologies, Inc., the leading end-to-end software solution to identify, gather, and document sustainable R&D tax credit studies.