Isaac M. O'Bannon

Mergers and Acquisitions March 5, 2026 

CRI's portfolio companies work together to provide clients with holistic guidance across both business and personal financial needs.

Isaac M. O'Bannon

Taxes March 4, 2026 

In a letter submitted to the IRS, the American Institute of CPAs requested penalty relief for qualified farmers due to changes made to the instructions for Form 8995, Qualified Business Income Deduction Simplified Computation.

Isaac M. O'Bannon

Accounting March 3, 2026 

Dozens of tuition scholarships of up to $5,000 each will be awarded to eligible students committed to pursuing a future in accounting.

Isaac M. O'Bannon

Taxes February 26, 2026 

The letter focuses on Section 70111, which modifies the Section 68 limitation on itemized deductions and provides comments on Notice 2025‑68, outlining the IRS’s planned regulations for Section 530A Trump accounts.

Isaac M. O'Bannon

Accounting February 26, 2026 

In addition to being a well-known actor in his roles as Deadpool, Reynolds has also led several business ventures, including Mint Mobile, Wrexham FC, and Aviation Gin.

Isaac M. O'Bannon

Firm Management February 25, 2026 

Sorren was formed in 2025 through the combination of leading regional firms and private equity backing, with a mission to build a forward-thinking, nationally connected firm

Isaac M. O'Bannon

Mergers and Acquisitions February 25, 2026 

UHY currently ranks among the top 25 accounting firms in the U.S. and continues to be recognized for helping clients achieve their most pressing accounting and advisory goals across industries.

Isaac M. O'Bannon

Technology February 25, 2026 

Intuit and AI-pioneer Anthropic have announced a multi-year partnership to bring custom AI agents to mid-sized businesses on the Intuit platform, as well as highly personalized experiences for consumers and businesses—whether on Intuit’s platform or in Anthropic’s environments.

Isaac M. O'Bannon

Firm Management February 24, 2026 

The practice will be led by Brent Leslie, who joins CRI as the partner-in-charge of the Capital Markets Accounting and Advisory group.

Isaac M. O'Bannon

Technology February 24, 2026 

CPA Practice Advisor and the hosts of The Accounting Tech Lab Podcast are giving away a Ricoh ScanSnap® iX2500 Receipt Edition. No purchase is required. Register now for your chance to win.

Isaac M. O'Bannon

Payroll February 24, 2026 

Nearly half (49%) believe the labor market will worsen, while two-thirds (65%) say they do not plan to look for a job in the coming year.

Isaac M. O'Bannon

Artificial Intelligence February 24, 2026 

Hatfield continuously monitors a partner’s book of business, surfacing timely risks, cross-selling opportunities, and meaningful milestones—such as client birthdays and anniversaries.

Isaac M. O'Bannon