The Washington National Tax Roundtable – Infinity Globus Tax Leadership Symposium
Please join us for our Tax Leadership Symposium as we host a dynamic panel discussion to gain impactful insights into the Great Resignation, the Great Consolidation, the roll-out of AI and machine learning-based end-to-end software solutions that are transforming the tax function, global centers of excellence for staffing augmentation services, and so much more. Just some of the many topics to be discussed include, but are not limited to:
- CPA Firm Mega-Mergers, Combinations, Acquisitions, and Dispositions
- CPA Firm Succession Planning to mitigate the Bursting Baby Boomer Bubble
- Large-Scale PE Funding is expected for many of the TOP 100 Accounting Firms
- Coverage of the Inflation Reduction Act of 2022 and its impact on Specialty Tax Incentives
- The Digital Transformation of Specialty Tax Incentives with innovative end-to-end software solutions
- Best Practices to mitigate Staffing Shortages in America
- The Global Outsourcing Solution & Embracing Global Centers of Excellence for Staffing Augmentation Services
Allan KoltinCEO, The Koltin Consulting Group
Allan specializes in working with accounting firms in the areas of practice growth, practice management, human capital, and mergers & acquisitions. Allan knows what it takes to move your business forward. Allan has made the prestigious Accounting Today “Top 100 Most Influential People in the Profession” list for over 20 consecutive years and for the past decade Allan has been voted a “TOP 25 Thought Leader” by CPA Practice Advisor. Allan has also been voted the “Top 10 Most Recommended Consultants” for approximately 20 consecutive years by Inside Public Accounting.
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.
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.
Peter J. ScaliseChairman and Program Moderator, The Washington National Tax Roundtable
Peter has approximately 30 years of progressive CPA firm experience developing, managing, and leading large-scale tax advisory practices on a regional, national, and global level. Peter serves on both the board of directors and board of editors for the American Society of Tax Professionals (“ASTP”) and is the founding president and chairman of both the North-eastern Region Tax Roundtable and the Washington National Tax Roundtable, operating divisions of ASTP.
Randy CrabtreeCo-Founder, Tri-Merit Specialty Tax Professionals
Randy Crabtree is the co-founder of Tri-Merit Specialty Tax Professionals and is a widely followed author, lecturer and podcast host for the accounting profession. Prior to joining Tri-Merit, Mr. Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.
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.