The Washington National Tax Roundtable Year-in-Review Summit
Please join us for our Washington National Tax Roundtable Year-in-Review Summit as we host a highly dynamic and informative panel discussion to gain impactful insights into the Great Resignation, the Great Consolidation, the power of accounting firms partnering with PEOs and specialty tax advisory firms to embrace client centricity, global centers of excellence for staffing augmentation services, and 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 expected for many of the TOP 100 Accounting Firms
- Partnering with PEO’s and Specialty Tax Advisory firms to embrace client-centricity
- Coverage of the Inflation Reduction Act of 2022 and its impact on Specialty Tax Incentives
- Best Practices to mitigate Staffing Shortages in America
- The Global Outsourcing Solution & Embracing Global Centers of Excellence for Staffing Augmentation Services
A. Chris OstlerManaging Partner, Veritax Advisors, LLC
Chris is the Managing Partner of Veritax Advisors, LLC and partners with accounting firms across the United States for their speciality tax incentive needs.
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.
David DiazManaging Partner, Walker Reid Strategies, Inc.
David is the Managing Partner of Walker Reid Stratgeis, Inc. and partners with accounting firms across the United States for their energy tax incentive needs.
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.
Phil DiekrogerCPA Centric District Manager, Paychex
Phil serves as Paychex’s CPA Centric District Manager and partners with accounting firms for their needs ranging from Payroll Administration, HR Solutions, Business Insurance, and much more.