The Washington National Tax Roundtable Insights Symposium

Please join us for The Washington National Tax Roundtable Insights Symposium on Thursday, May 18th from 11:00 AM EDT - 12:00 PM EDT as we host a highly dynamic and informative panel discussion to gain valuable insights into the Great Resignation, the Great Consolidation, the continuing and emerging trends driving merger mania across the nation amongst accounting firms of all sizes, and much more. Just some of the many dynamic topics to be discussed include, but are not limited to:

• CPA Firm Mega-Mergers, Combinations, Acquisitions, and Dispositions
• CPA Firm Succession Planning to mitigate America's Bursting Baby Boomer Bubble
• Large-Scale PE Funding expected for many of the TOP 100 Accounting Firms
• Mitigate High Stakes Tax Return Filing Positions through Tax Insurance Policies that Eliminates the Uncertainty Inherent in Tax Compliance by Transferring the Risk of Loss Arising from a Tax Challenge to an Insurance Company
• Global Centers of Excellence for Staffing Augmentation Services to address America's Staffing Shortages

Date: 18th May '23, Thursday
Time: 11:00 AM - 12:00 PM EDT

To register for this webinar, visit: https://www.infinity-globus.com/events/the-washington-national-tax-roundtable-insights-symposium/

Our Panel of Thought Leaders

Peter J. Scalise
Founding Chairman and Program Moderator, The Washington National Tax Roundtable

Peter has approximately 30 years of progressive accounting firm experience developing, managing, and leading large-scale tax advisory practices on a regional, national, and global level. Peter is a member of the prestigious Accounting Today "TOP 100 Most Influential People in Accounting" and 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 Northeastern Region Tax Roundtable and the Washington National Tax Roundtable, operating divisions of ASTP.

Allan Koltin
Founding 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.

Phil Whitman
Chief Executive Officer & President, Whitman Transition Advisors LLC

With over 25 years of experience in public accounting, Phil is an expert in CPA firm growth and management. He brings a unique perspective and service philosophy to help clients achieve their succession and acquisition goals. As the former Chief Operating Officer of one of the Top 30 CPA firms in the Nation, Phil has firsthand experience in overseeing day-to-day operations, ensuring efficiency and profitability. Additionally, he has authored articles and been a featured speaker for the Association of Legal Administrators NYC Chapter. Phil is a member of the NYSSCPAs, immediate past Chair of the Management of the Profession Oversight Committee, and former Chair of the Human Resource Committee.

Andrew Rubin
Director, Willis Towers Watson

Andrew is a tax attorney with more than 15 years of experience. He is a creative problem solver who helps taxpayers protect themselves from losses in the event of a challenge by a taxing authority through tax insurance. Andrew is known for anticipating his clients' needs and proactively offering solutions, ensuring a smooth process from start to finish.

Vivek Shah
Founder and Director, 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.

Yash Shah
Director - US Operations, Infinity Globus

Yash leads the U.S. Operations at Infinity Globus and collaborates with many of the leading accounting firms across the U.S. to meet their co-sourcing and outsourcing needs.

25298 FM 2978 Rd, Unit B, Tomball, TX 77375 United States

Infinity Globus is a Texas-based outsourced tax and accounting firm that aspires to be a top "Global Accounting Company" in the industry. It provides a variety of outsourced taxation & accounting services to CPA, EA, and accounting firms, helping them take a leap from the transactional side of the business to the strategic side. https://www.infinity-globus.com/

This release was published on openPR.