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Tags: Software, Tax Planning
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Tags: Software, Tax Planning
Technology September 22, 2026 Sponsored
The most successful firms don't build their technology strategy around software. They build it around removing friction.
CAS August 10, 2026
Most AI adoption will never qualify for the research credit. The exceptions are turning up in ordinary business clients, and the evidence is hardest to assemble once the year has closed.
Financial Planning September 3, 2026 Sponsored
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
Firm Management September 1, 2026 Sponsored
As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have.
Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.