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

The event is finished.


08 Dec 22


2:00 pm - 3:30 pm

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Infinity Globus


Infinity Globus
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  • A. Chris Ostler
    A. Chris Ostler
    Managing 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 Koltin
    Allan Koltin
    CEO, 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.

  • Amit Patel
    Amit Patel
    Managing Director, Infinity Globus

    Amit is widely regarded as the pioneer of US taxation in India. He has more than two decades of US taxation experience which covers almost everything one can think of, and an equally diverse multiple industry experience.

  • David Diaz
    David Diaz
    Managing 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. Scalise
    Peter J. Scalise
    Chairman 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 Diekroger
    Phil Diekroger
    CPA 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.

  • Vivek Shah
    Vivek Shah
    Managing Partner, Infinity Globus

    Vivek is a licensed CPA and has worked for over 20 years with some of the leading accounting firms and their clients throughout North America, Europe, and Asia to meet their co-sourcing and outsourcing needs.