Thomson Reuters Presents:

One year later: A retrospective on COVID’s impact on the tax and accounting profession

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Duration: 1 hour

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The pandemic changed everything, including tax laws, work-life boundaries, and overall CPA firm culture. But the real question is, what will be the lasting impact of these legislative and business culture changes moving forward?

Join Paul Miller, Founder and Owner of Business by Design, Thomson Reuter’s Tax expert, Carlton Huntley, and Heather Walker, Thomson Reuters' General Manager of Emerging Accounts within the Tax & Accounting Professionals segment for an expert discussion on COVID’s long-term impact on tax legislation, work-life boundaries, and the future of tax professionals.

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Speakers:

Heather Walker

General Manager, Emerging Accounts

Thomson Reuters

Heather is the General Manager of Emerging Accounts within the Tax & Accounting Professionals segment. In this role, Heather is responsible for driving sales, revenue and new customer acquisition as well as creating an end-to-end Digital channel that will delight customers and deliver new opportunities for growth in the business. Prior to this new role, Heather was Vice President of Product Management for Indirect Tax and Transfer Pricing in Corporate Tax & Accounting where she lead the global product strategy, planning, development and go-to-market activities for these portfolios within the ONESOURCE™ product suite.

Previously, Heather worked in various Product Management roles in Legal, designing and managing the development of online research solutions for customers in the legal industry, and also served in US Legal Technology leading the program management office for WestlawNext. From January 2012 to February 2014, Heather served as Sr. Director of Super Lawyers, an acquired business within FindLaw where she managed sales and revenue performance, business operations and strategic growth planning for the premiere attorney rating service.

Paul Miller

Founder and Owner

of Business by Design

For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization and overall business coaching difficult to find. After founding Business By Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm that provides high-margin business coaching, tax planning and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance or equity building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client fee pressure situations many accounting firm find themselves in today.

Carlton Huntley

Tax Expert

Thomson Reuters

Carlton recently joined Thomson Reuters from the CPA firm of Frazier & Deeter, where he was a Tax Manager specializing in state and local tax. Prior to that, Carlton was a consultant at Deloitte where he drafted memoranda advising clients on legislative and judicial tax policy developments. Carlton previously worked at the Florida Department of Revenue, where he drafted written taxability determinations, analyzed the impact of new legislation, and issued written responses to taxpayers who requested technical advice on the tax consequences of specific transactions. Carlton received his B.A. from East Carolina University, his JD from Florida A&M, and his LL.M in Tax from the University of Florida, where he also teaches a class on state and local tax. Carlton is working remotely from his home in Atlanta.