The Washington National Tax Roundtable Insights Symposium
Speakers
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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.
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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.
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Yash ShahDirector - 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.
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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.
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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.
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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.