Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com
November 9, 2021
The CPA firm Baker Tilly US, LLP (Baker Tilly) will acquire California-based The Compliance Group (TCG), a one-stop-shop for mortgage lenders requiring regulatory compliance and seeking risk management. The combination will be effective Dec. 6, 2021. Financial institutions and independent mortgage bankers continue to shift their focus toward the modern borrower experience, defined by digitization...…
November 9, 2021
Trovata will connect and manage these feeds to streamline journal entries and bank reconciliation within Sage products using Sage Banking Service, a global platform that integrates with banks and bank aggregators, keeping accounts up to date and reconciled with transactions in customers’ bank accounts. This gives Sage customers, who use a solution such as Sage Intacct,...…
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November 9, 2021
The investment will enable Zenwork, operating under the Tax1099 and Compliancely brands, to accelerate product innovation and meet growing business demand for modern, automated technology solutions that address regulatory compliance and power ...
November 4, 2021
For single taxpayers covered by a workplace retirement plan, the phase-out range is increased to $68,000 to $78,000, up from $66,000 to $76,000.
November 4, 2021
Staffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards ...
November 3, 2021
Under this provision, individual tax filers, including married individuals filing separate returns, can claim a deduction of up to $300 for cash contributions made to qualifying charities during 2021. The maximum deduction is increased to $600 for ...
November 3, 2021
The FAQs contain sample worksheets that certain passthrough entities and taxpayers may be required to use in reporting “carried interests,” partnership interests held in connection with the performance of services for tax returns, filed after Dec. 31...
November 2, 2021
The National Association of Tax Professionals (NATP) and Drake Software are hosting “Taxes Today,” a virtual roundtable discussion that is free and open to tax professionals of all levels of experience. The first discussion will focus heavily on the ...
November 2, 2021
The Audit Fee Study looks at various factors affecting financial reporting and the external audit. This includes public company preparer opportunities to reduce audit effort, COVID-19’s impact, value derived from external audits, auditor insights, and ...
November 2, 2021
The Internal Revenue Service recently sent approximately 430,000 additional tax refunds totaling more than $510 million to taxpayers who paid taxes on unemployment compensation excluded from income for tax year 2020.
November 2, 2021
The restricted web domain, administered by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, officially launches in Canada this morning at 11 Eastern time. To be eligible, Canadian CPAs and CPA firms must be licensed.
November 2, 2021
BQE Software Inc., the top business management software for architecture, engineering, and other professional services firms, has named Victor Limongelli as its new Chief Executive Officer. Limongelli brings to BQE a wealth of leadership and growth ...
