Allan is widely quoted in industry and news publications and is a much sought-after speaker on topics involving the accounting profession. View his recent activity below.

A coveted thought leader that speaks at many of the CPA profession’s associations, alliances and networks conferences

Articles, News & Events by Year

Article/Speech TitlePublication/ConferenceDate
"State of the Accounting Industry/Best Practices of High Performing Firms"NACVA Valuation & Financial Litigation Hybrid SuperConferenceDecember 17
"Accounting Firm Crowe to Acquire 3rd Largest Texas Firm Briggs & Veselka"CPA Practice AdvisorDecember 10
"Crowe Combines with Briggs & Veselka"Accounting TodayDecember 8
"Crowe Acquires Texas IPA 100 Firm"Inside Public AccountingDecember 8
"The Top 10 People in Public Accounting"Accounting TodayDecember 2
"The 100 Most Influential People in Accounting"Accounting TodayDecember 2
"Marcum Acquires St. Louis Firm"Inside Public AccountingDecember 2
"EisnerAmper Merges in Caler Donten Levine Cohen Porter & Veil"Accounting TodayDecember 2
"Marcum Acquires St. Louis Accounting Firm BWTP, PC"St. Louis Business JournalDecember 1
"Marcum Merges in BWTP"Accounting TodayDecember 1
"Marcum Acquires St. Louis Accounting Firm BWTP, PC"CPA Practice AdvisorDecember 1
"IntroHive 2022: Is Your Firm Ready?"IntroHive Fireside Chat with Allan KoltinDecember 1
"2022 Trends Affecting the Accounting Industry"Infinity Globus/PMBA/Smart Accountants WebinarNovember 22
"Withum Merges in Restivo Monacelli"Accounting TodayNovember 16
"Withum Acquires Accounting Firms on the East and West Coasts"CPA Practice AdvisorNovember 15
"Carr Riggs & Ingram Merges in Brooks McGinnis"Six 8
"Carr Riggs & Ingram Grows Presence in Atlanta with Acquisition"Inside Pubic AccountingNovember 8
"Baker Tilly Enters Boston Market with Acquisition of The MFA Companies"Consulting NewsNovember 6
"CRI Merges in Brooks McGinnis"Accounting TodayNovember 5
"Baker Tilly Enters Boston with the Acquisition of The MFA Companies"Berkshire Hathaway Business WireNovember 4
"Carr Riggs & Ingram Acquires Atlanta Accounting Firm McGinnis & Co"CPA Practice AdvisorNovember 4
"Baker Tilly to Acquire MFA"Accounting TodayNovember 4
"Baker Tilly Acquires the MFA Companies"Inside Public AccountingNovember 4
"Baker Tilly Enters Boston with the Acquisition of the MFA Companies"Boston Herald ChronicleNovember 4
"Baker Tilly to Acquire The MFA Companies"CPA Practice AdvisorNovember 4
"Baker Tilly Enters Boston with Acquisition of The MFA Companies"Yahoo FinanceNovember 4
"Realizing Your Firm's Potential" Best Practices of the Fastest Growing Firms in the Country"Moore North America 2021 ConferenceNovember 4
"Citrin Cooperman Merges in OLC Management"Accounting TodayNovember 3
"Accounting Firm Leventhal/OLC Merges into Citrin Cooperman"CPA Practice AdvisorNovember 3
"Citrin Cooperman Acquires Entertainment Business Management Firm"Inside Public AccountingNovember 3
"Recruitment, Retention and Keeping Stars: Best Practices in Human Capital"Moore North America 2021 ConferenceNovember 3
"Private Equity Circles a New Target: Accounting Firms"Crain's Chicago BusinessOctober 27
"State of the Accounting Industry: Best Practices of Successful Firms"National Life CPA SymposiumOctober 26
"Opportunities, Challenges & Best Practices of High Performing Firms"Winding River MP BootcampOctober 18
"PwC's Work-Anywhere U.S. Policy Aims to Attract, Retain Staff"Bloomberg TaxOctober 11
"PwC Just Announced that You Never Have to be Back to the Office if You Don't Want to (Sorta)"Going ConcernOctober 10
"Private Equity's Push into Accounting"Journal of AccountancyOctober 6
"PwC to Allow U.S. Staffers to Work Virtually, Live Anywhere"Bloomberg TaxSeptember 30
"The Plan/Thoughts for the Week by Jeffrey Wiener -CEO of Marcum"Marcum Weekly BlogSeptember 24
"With S.F. Accounting Firm Acquired, Here's Why More Deals are Expected"San Francisco Business TimesSeptember 23
"Koltin Discusses Trends in the Profession"Rosenberg Map Survey/ CPA TrendlinesSeptember 23
Private Equity is Now Dipping Its Toes in Public Accounting Firms"Going ConcernSeptember 17
"Baker Tilly to Acquire ACT"Accounting TodaySeptember 16
"Baker Tilly Acquires IPA 200 Firm"Inside Public AccountingSeptember 16
"Baker Tilly Acquires Accounting Firm Arnett Carbis Toothamn, LLP in Mid-Atlantic"CPA Practice AdvisorSeptember 16
"Baker Tilly Acquires Arnett Carbis Toothman"CityBizSeptember 16
"Baker Tilly Acquires Accounting Firm Arnett Carbis Toothman, LLP in Mid-Atlantic"BusinessWireSeptember 16
"CRI Acquires N. Carolina Accounting Firm Sharrard McGee"CPA Practice AdvisorSeptember 10
"Carr Riggs & Ingram Acquires North Carolina Firm"Inside Public AccountingSeptember 9
"Top 25 Nationally Ranked Carr, Riggs & Ingram (CRI) Expens Operations in Greensboro and Highpoint"Intrado GlobeNewswireSeptember 9
"CBIZ Acquires IP Top 200 Firm"Inside Public AccountingSeptember 2
"CBIZ Buys Shea Labagh Dobberstein from San Francisco"SF Bay GazetteSeptember 2
"CBIZ Acquires Shea Labagh & DobbersteinAccounting TodaySeptember 2
"CBIZ Acquires San Francisco Bay Accounting Provider Shea Labagh & Dobberstein"PR NewswireSeptember 1
"As M&A Activity Reshapes the Tax & Accounting Profession, Private Equity Takes a Hand"ReutersSeptember 1
"CBIZ Acquires San Francisco Accounting Firm Shea Labagh Dobberstein"CPA Practice AdvisorSeptember 1
"CBIZ Buys Shea Labagh Dobberstein of San Francisco"Crain's Cleveland BusinessSeptember 2021
"Trends and Opportunities for the Tax and Accounting Profession"Intuit PodcastAugust 26
"Is it Too Hard to Become a CPA?"Accounting TodayAugust 25
"Accountancy Margolin, Winer & Evens Agrees to be Acquired by Baker Tilly"NewsdayAugust 24
"Rueben Brown Combines with Liberty Technology Advisors to Expand Technology Consulting Services"ETax Nexus USAugust 13
"Profession Vets Launch 2021 Winning Ways Conference"Accounting TodayAugust 11
"Baker Tilly Expands in New York with Acquisition of Margolin, Winer & Evens"CPA Practice AdvisorAugust 10
"Baker Tilly Acquires NY Firm"Inside Public AccountingAugust 10
"Baker Tilly to Acquire Margolin, Winer & Evens"Accounting TodayAugust 9
"Baker Tilly Acquires Margolin, Winer & Evens"City BizAugust 9
"EisnerAmper Receives Private Equity Investment; creates New Business Model"Inside Public AccountingAugust 3
"How to Assess Your Firm's Future Succession Paths - Internal vs. External"AICPA CIMA ENGAGE 2021July 28
"Accounting Firm Industry Insider Series: A Conversation with Practice Management and M&A Expert Allan Koltin"Levenfeld Pearlstein PodcastJuly 14
"The Evolution of Non-CPAs in CPA firms"Baker Tilly International North American ConferenceJune 17
"PwC Restructures for Future of Bots, Post-COVID Advisory Boom"Bloomberg TaxJune 16
State of the Accounting Profession/Overview of M&A and Private Equity"NEXIA InternationalJune 14
"Koltin Speaks on Trends in the Profession, as well as Best Practices of High Performing Firms"CBIZ Leadership Virtual ConferenceJune 8
"Koltin Speaks on State of the Profession and Best Practices"2021 National Life Virtual CPA SymposiumJune 8
"Practical Ideas for Growth with Allan Koltin: Post Pandemic Predictions"CPAsNet PodcastJune 5
"The Flywhell Effect - Tax and Accounting Firms Need to Make Investments in Marketing and Talent to Ensure Succession Success"Thomson ReutersMay 25
"Fetch a High Multiple When You Sell Your CPA Firm, with Allan Koltin"Smart Strategies for CPAs Podcast with Geraldine CarterMay 19
"Accounting Industry is Grappling with a Shortage of Talent"Crain's Cleveland BusinessMay 16
"Three Consultants Tackle Toughest Managing Partner Questions"Inside Public AccountingMay 12
"Allan Koltin Talks about Opportunities and Threats with the Profession"Maximizing 2021 Roundtable Series - Part 3May 7
"CBIZ Acquires Top Puget Sound Accounting Service Provider Berntson Porter & Company, PLLC"Cision PR NewswireApril 29
"CBIZ Acquires Berntson Porter"Accounting TodayApril 29
"CBIZ Acquires IPA 200 Firm"Inside Public AccountingApril 29
"CBIZ Buys 120-Person Accounting Firm in Washington State"Cleveland Business JournalApril 29
"CBIZ Acquires Bernston Porter"CPA Practice AdvisorApril 29
"CBIZ Expands to Pacific Northwest with Berntson Porter Acquisition"Crain's Cleveland BusinessApril 29
"Best Practices on Firm Governance/Firm Leadership:Thomson CpnsultingApril 21
"Public Debate Over Private Equity in Accounting Continues"Inside Public AccountingApril 20
"Driving Growth from the Inside Out"Keystone Consulting - Virtual CPA RoundtableMarch 31
"Allan Koltin Discusses Hot Topics Within the Profession"Maximizing 2021 Roundtable Series - Part 3March 19
"CPAs Seek Fewer PPP Loans as Economic Picture Brightens"Bloomberg NewsMarch 8
"Consultant Says Private Equity Announcement Likely Coming Soon"Inside Public AccountingFebruary 25
"Citrin Cooperman Expands Bicoastal Footprint"StreetInsider.comFebruary 25
"Allan Koltin Offers Encouragement to the Profession"Maximizing 2021 Roundtable Series - Part 1February 20
"Koltin Speaks to Withum Board on State of the Accounting Industry"Withum Board MeetingFebruary 9
"State of the Accounting Industry, with a Focus on Merger & Acquisitions"Kuesel/Rosenberg RoundtableFebruary 9
"Koltin Speaks to Significant Changes in the Profession that Took Place in 2020"CPA TrendlinesFebruary 4
"EisnerAmper adds Goldin Peiser & Peiser"Accounting TodayFebruary 2
"Accounting Firm Goldin Peiser & Peiser Joins EisnerAmper"Cision PR NewswireFebruary 2
"EisnerAmper Merges in IPA 300 Firm"Inside Public AccountingFebruary 2
"EisnerAmper Acquires Accounting Firm Goldin Peiser & Peiser"CPA Practice AdvisorFebruary 2
"Koltin Speaks to HLB European Group on How to Build a Successful Consulting and Advisory Practice"HLB International - European MeetingJanuary 22
"Koltin Speaks on Bet Practice of High Performing Firms and Leaders"Winding River Managing Partner BootcampJanuary 12
"Update on the State of the Accounting Industry & Bet Practices of High Performing Firms in 2020"BDO Alliance Midwest, Great Lakes, Ohio Valley & Upstate New York Virtual MeetingJanuary 12
"BDO USA Expands Florida Presence with MBAF Acquisition"Consulting MagazineJanuary 12
"BDO and MBAF Team up in Another Powerhouse IPA 100 Pairing"Inside Public AccountingJanuary 8
"BDO to Acquire Top Florida Accounting Firm MBAF"CPA Practice AdvisorJanuary 8
"BDO Merges in MBAF"Accounting TodayJanuary 8
"BDO USA, LLP Combines with MBAF, Expanding National Footprint and Becoming the Largest Accounting & Advisory Firm Florida"Berkshire Hathaway Company Business WireJanuary 8
"Citrin Cooperman Acquires Los Angeles Accounting Firm Goren Marcus Masino & Marsh"CPA Practice AdvisorJanuary 5
"Citrin Cooperman Adds Goren Marcus Masino & Marsh"Accounting TodayJanuary 5
"Citrin Cooperman Bolsters West Coast Presence with Acquisition"Accounting TodayJanuary 5

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