We have compiled an impressive group of Advisory Board members including some of Accounting Today’s Top 100 Most Influencial CPAs. Their expertise adds to our technical expertise and knowledge in engineering based tax advisory services and IRS tax code interpretation.
Richard C. Wilson helps start and manage single family offices, he is CEO of a single family office with $500M in assets and Head of Direct Investments for another family with over $300M in assets. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include The Family Club, the largest membership-based family office association, FinanceTraining.com, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.
Richard and his team have hosted over 50 family office and investment conferences now, including a recent event with 500+ participants and over 50 family offices speaking on stage. Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston.
The ETS Advisory Board is pleased to announce that Gerald Parshall has joined our distinguished Advisory Board of leading managing partners of CPA Firms and Law Firms. Mr. Parshall is a nationally prominent tax litigator who successfully won judgments in research tax credit cases including the pivotal United Stationers, Inc. and Subs. v. U.S., 982 F.Supp. 1279 (N.D.Ill. 1997), aff’d. 163 F.3d 440 (7th Cir. 1998), cert. den. 119 S.Ct. 2369 (1999).
Mr. Parshall is a graduate of The University of Notre Dame and Notre Dame Law School and brings over 30 years of value-added subject matter expertise as a noted tax litigator, tax lobbyist, and former Assistant Chief Counsel. “It is an absolute pleasure to on-board Mr. Parshall to our ETS Advisory Board as he is a highly renowned tax attorney and his tax technical wherewithal and leadership will add tremendous depth and breadth to our roster.”
A nationally recognized speaker and industry analyst, Allan has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.
For fifteen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2010, he was the only consultant among the top 10 vote-getters, which include such notables as President Barack Obama, U.S. Treasury Secretary Timothy Geithner, SEC Chair Mary Schapiro, IRS Commissioner Douglas Shulman and AICPA President Barry Melancon. Koltin was also voted one of the 10 Most Recommended Consultants for the tenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. In 2012 through 2015, Allan was named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. He was one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.
Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.
He is a founding member of The Advisory Board, a think tank for the accounting profession, and is currently on the board of ComplyGlobal. He has also served on various advisory boards, including SS&G, Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA) and H&R Block (HRB Business Services).
Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing newsletters for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Senior Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998.
Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three children, Jack, Brian and Julia. His hobbies include playing with his children, travel, chess, working out and watching basketball.
Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, and mergers and acquisitions.
Michael co-founded Daszkal Bolton LLP, one of the largest regional CPA firms in South Florida. He continues to lead the firm as Managing Partner, Chairman of the Executive Committee, and Partner in charge of the Audit and Accounting Services Department. With over 20 years in the accounting industry, Michael’s expertise transcends many areas of auditing and accounting, including due diligence, mergers and acquisitions, preparation of financial statements, and SEC rules and guidelines. Michael serves middle-market companies, SEC registrants, high growth and emerging companies, high net worth families, private equity and acquisitive companies, and corporate executives. His industry expertise includes real estate and construction, manufacturing and distribution, financial services, technology, and healthcare.