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

April 13, 2011 

Last-Minute Tax Tips from the Texas Society of CPAs

Whether they are born procrastinators, have been waiting for some of their supporting tax documentation to arrive, or they have other reasons, many individual tax filers wait until the last week, even the last day, to file their annual returns or an extension. Because of a peculiar Washington D.C. holiday, filers were granted a 3-day...…

Isaac M. O'Bannon

April 8, 2011 

Awesome Add-On Awards – Application Period Open

The Sleeter Group announced today that they’ve opened the application period for their Awesome Add-On Awards, with a focus this year on developer consulting. This is the seventh year of the awards, which recognize products that help small businesses by integrating with QuickBooks or complementing the most widely-used accounting program. Since The Sleeter Group is...…

Isaac M. O'Bannon

March 29, 2011 

The Problem With Online Sales Tax

The idea of taxing online sales and services has long been thrown around as a potential revenue source. In this time of belt tightening and budget cutting, states are especially eager to find ways to fill some of their fiscal shortfalls, and the loss of sales tax revenues to online sources is an appealing target....…

Isaac M. O'Bannon

March 24, 2011 

The Benefits of Multi-Screen Monitors

Breaking news! PCWorld says multi-screen monitors can help productivity! (http://www.pcworld.com/article/223014/make_multiple_monitors_work_for_you.html) In case you’ve missed the major transition, surveys now show that more than half of accountants are already using multi-screen monitors. And heck, here at CPA Practice Advisor (that’s our new name starting in April/now), we’ve long praised the benefits and have been raving about...…

Isaac M. O'Bannon

March 1, 2011 

A ScanSnap Surprise

Over the past year or so, Fujitsu has been very active in its communications with tax and accounting professionals, attending conferences and tradeshows and reaching out to better understand the market, which has helped it better serve professionals, too. (Our own Scott Cytron recently wrote about the ScanSnap at www.cpata.com/go/2731.) I was surprised the other...…

Isaac M. O'Bannon

February 21, 2011 

Changes are Coming… We’ll soon be CPA Practice Advisor

As I mentioned yesterday, the staff of The CPA Tech Advisor are down here in Dallas, Texas at the Gaylord Resort and conference center for our annual Thought Leader Symposium and Hall of Fame Awards. Last night we shared some important news with the attendees, who include more than 20 influential practitioners and influencers, as...…

Isaac M. O'Bannon

February 21, 2011 

The 2011 CPATA Thoughtleader Symposium & Hall of Fame Awards

The staff of CPA Technology Advisor has taken up temporary residence at the Gaylord Texan resort in Grapevine, Texas (Dallas area), where we’re hosting the 1st annual CPATA Thought Leader Symposium and announcing the Hall of Fame Awards. The attendees of this thought leader summit represent some of the most respected technology, management and workflow...…

Isaac M. O'Bannon

February 12, 2011 

QuickBooks and Beyond Blog Launches

Blog Aims to Publish Timely Information on Best Practices, Program Updates and Interoperability The Sleeter Group, supporting accountants, consultants and small- to medium-sized businesses (SMBs), is launching its new blog today. Entitled QuickBooks and Beyond, The Sleeter Group’s blog will include articles about various aspects of accounting software and add-ons, as well as practice management....…

Isaac M. O'Bannon

February 2, 2011 

Microsoft’s Bing Accused of Copying Google Search Results

It seems that, after getting a few tips that suggested Bing was using their results, the search engine developers at Google ran a little “sting operation” on the Microsoft search engine. And it turns out that it’s true and Microsoft isn’t denying it. Basically, Bing watches “what people search for on Google, the sites they...…

Isaac M. O'Bannon

January 27, 2011 

Nominatons Open for 2011 Innovation Awards

The nomination period has started for The CPA Technology Advisor’s 2011 Innovation Awards. If you’re a technology vendor with a new or recently enhanced technology that can help tax and accounting pros be more productive and efficient, this is your chance to help it get the highest technology honor in the profession. Only five of...…

Isaac M. O'Bannon

January 18, 2011 

Charitable Giving Rebounds From Recession’s Low

Charitable organizations often feel the effects of recessions along with the rest of society: Just as the need for many charity services rises, their income drops, since it is frequently based on donations. Fortunately, there may be a sign of hope for such organizations, as a new study by Blackbaud shows a trend toward increasing...…

Isaac M. O'Bannon

January 14, 2011 

It’s All About Scanners

As digital workflow, paperless processes and tax document automation continue to be major driving factors in technology for accounting firms, the scanner has become an increasingly integral part of the modern practice. Keep it Neat The Neat Company (neat name, eh?) offers several scanning solutions, including the NeatDesk and NeatReceipts. NeatDesk offers high-speed scanning at...…

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