The Washington National Tax Roundtable Insights Symposium

Whether you missed or would like to replay the Washington National Tax Roundtable Insights Symposium on Thursday, May 18th, please register here for the latest accounting profession trends and insights from the Accounting Today Top 100 Influencers Peter J. Scalise, Allan Kotlin, and Phil Whitman.

If you are interested in connecting with our panelists to explore collaborations by subject matter expertise, please tick mark their names while submitting the details:

Peter J. Scalise, Founding Chairman & Program Moderator of the Washington National Tax Roundtable

Contact Peter if interested in serving as a future panelist on our monthly Town Hall meetings and for a complimentary consultation on Federal Tax Credits & Incentives.

Allan Koltin, Founding CEO of the Koltin Consulting Group, Inc.

Contact Allan if interested in Accounting Firm Talent Acquisition, Partner Retreats; Accounting Firm M&A Due Diligence; Accounting Firm PE Investments; and much more.

Phil Whitman, Founding CEO of Whitman Transition Advisors, LLC

Contact Phil if interested in Accounting Firm Talent Acquisition, Partner Retreats; Accounting Firm M&A Due Diligence; Accounting Firm PE Investments; and much more.

Vivek Shah, Founding CEO of Infinity Globus

Contact Vivek if interested in exploring Global Centers of Excellence for Staffing Augmentation Services including Co-Sourcing and Out-Sourcing arrangements for attest services, tax services and advisory services.

Yash Shah, Director – US Operations of Infinity Globus

Contact Yash if interested in exploring Global Centers of Excellence for Staffing Augmentation Services including Co-Sourcing and Out-Sourcing arrangements for attest services, tax services and advisory services.

Andrew Rubin, Director – Willis Towers Watson

Contact Andrew if interested in exploring tax insurance policies on high-stakes tax positions taken on tax structures and/or positions taken on tax returns.

Get Webinar Recording

    Date

    18 May 23
    Expired!

    Time

    8:30 pm - 9:30 pm

    More Info

    Register Now

    Location

    Online
    Zoom

    Organizer

    Infinity Globus
    Infinity Globus
    Phone
    +1(754)-258-4994
    Email
    hello@infinity-globus.com
    Website
    https://www.infinity-globus.com/

    Speakers

    • Allan Koltin
      Allan Koltin
      CEO, 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. Scalise
      Peter J. Scalise
      Chairman 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.

    • Yash Shah
      Yash Shah
      Director - US 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.

    • Vivek Shah
      Vivek Shah
      Founder 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.

    • Andrew Rubin
      Andrew Rubin
      Director, 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 Whitman
      Phil Whitman
      CEO, 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.