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
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.
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.
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.
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.