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 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.
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.
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.