Isaac M. O'Bannon

Managing Editor

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

September 27, 2012 

2012 Review of Thomson Reuters Planner CS

Thomson Reuters — Planner CS800-968-8900 cs.thomsonreuters.com From the October 2012 review of professional tax planning systems. Best Fit: Although it can be used as a stand-alone program, Planner CS provides the greatest benefit to users of UltraTax CS and other programs in the Thomson Reuters CS Professional Suite due to tight integration with tax preparation,...…

Isaac M. O'Bannon

September 27, 2012 

2012 Review of Lacerte Tax Planner

Intuit — Lacerte Tax Planner800-765-7777 www.lacertesoftware.com From the October 2012 review of professional tax planning systems. Best Fit: Although Lacerte Tax Planner can be used independently, integration and automated features make it even more valuable to firms using the broader tax preparation system. Strengths Intuitive interface and user-friendly navigation Direct integration with Lacerte Tax 1040...…

Isaac M. O'Bannon

September 27, 2012 

2012 Review of BNA Income Tax Planner

BNA Software — BNA Income Tax Planner800-424-2938 www.bnasoftware.com From the 2012 review of professional tax planning systems. Best Fit Firms with clients across the spectrum, including high net worth individuals, serial entrepreneurs, ex pats and others with increasingly complex planning and compliance requirements. Strengths Simple interface and navigation Exhaustive calculations and analysis functions Side-by-side comparisons...…

Isaac M. O'Bannon

September 27, 2012 

2012 Review of Crest Payroll

Paramount Software Solutions, Inc. – Crest Payroll888-400-1613www.ParamountSoftware.com From the October 2012 review of professional payroll systems. Best Fit: Firms seeking an automated payroll preparation and compliance system that can support any number of businesses, provides client-side and employee self-service tools, free direct deposit, and quarterly/annual reporting handled and guaranteed by the vendor at no extra...…

Isaac M. O'Bannon

September 27, 2012 

2012 Review of CCH ProSystem fx Planning

CCH, a Wolters Kluwer business — ProSystem fx Planning800-739-9998 CCHGroup.com From the October 2012 review of professional tax planning systems. Best Fit: Professional accounting and tax practices seeking a planning system that integrates directly with ProSystem fx Tax and other programs in the ProSystem fx Suite. Strengths Direct integration with ProSystem fx Tax and Engagement...…

Isaac M. O'Bannon

September 25, 2012 

Michigan CPA Firm Celebrates 65th Year

In 1947: Harry Truman was President of the United States; Jackie Robinson entered Major League Baseball; The mdoern nation of Israel was formed; The top marginal U.S. income tax rate was 86%; Also in 1947, the accounting firm Weidmayer, Schneider & Raham, CPAs, P.C. was founded in Ann Arbor, Michigan. Initially named Gregg and Felker,...…

Isaac M. O'Bannon

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half