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Artificial Intelligence October 12, 2026
The question for firm owners is whether the firm has decided, in writing, where that data is allowed to go.
Taxes October 12, 2026
The moral of the story is that you don’t know what will or won’t be valuable 30 or 50 years from now.
Taxes October 12, 2026
Supporters of Washington’s “millionaires tax” insist it's not a Trojan horse for a broader state income tax, but some prominent Democrats have gone off script.
Income Tax October 9, 2026
Ask which states and which tax types the package supports for the coming filing season, with approval dates, rather than in general.
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.