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-19's long-term impact on tax legislation, work-life boundaries, and the future of tax professionals.
Heather is the General Manager of Emerging Accounts within the Tax & Accounting Professionals segment. In this role, Heather is responsible for driving sales, revenue, new customer acquisition, and creating an end-to-end digital channel that will delight customers and deliver new opportunities for growth in the business. Before this new role, Heather was Vice President of Product Management for Indirect Tax and Transfer Pricing in Corporate Tax & Accounting, where she led 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 online research solutions for customers in the legal industry, and served in U.S. 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. She managed sales and revenue performance, business operations, and strategic growth planning for the premiere attorney rating service.
Before joining Thomson Reuters in 2001, Heather worked in the Information Technology industry as a developer working to create highly functional websites for consumers and businesses in multiple sectors: insurance, retail, and government.
Heather has a Bachelor's Degree in MIS and Finance and an MBA in Strategic Management from the Carlson School of Management at the University of Minnesota.
For almost 20 years, Paul Miller has been building his firm to meet 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 challenging 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 offers 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 firms find themselves in today. The firm employs a unique "team" approach with a highly trained, diverse staff, including accountants, CPAs, enrolled agents, para-legal and administrative staff, paired with Paul's entrepreneurial expertise to provide high-level, results-oriented services to clients. Paul's focus on the progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.
Carlton recently joined Thomson Reuters from the CPA firm of Frazier & Deeter, where he was a Tax Manager specializing in state and local tax. Before 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 prepared 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 J.D. 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.
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