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February 26, 2019 

Owner, Rosen and Associates, LLP Westborough, MA Education: B.S. in Accounting, University of Vermont Professional Associations/Memberships: MSCPA, AICPA, Academy of Dental CPAs Civic Involvement: Brain Tumor Research Annual Bike Ride & Cycle for Life Annual Bike Ride. Hobbies: Spending time with my family (Jennifer, Jack (4), and Isabella (1)), golfing, biking and going to Red...…

February 26, 2019 

President & CEO, SurePrep Newport Beach, CA Education: Bachelor’s of Economics from University of California Santa Barbara Professional Associations/Memberships: AICPA & CSCPA (California Society of CPAs) Hobbies: Piano, skiing, travel, reading Cell phone: iPhone 4.0 Favorite app: Maps (with GPS). This summer, I used it to find my way not only in the United States...…

February 26, 2019 

Director, Intuit Indirect Channels Sales & Marketing Atlanta, GA Education: BA in Communication, State University of NY at Geneseo. MBA, University of GA, Terry School of Business Professional Associations/Memberships: McKinsey SMB Tech panelist, Intuit Military Network Co-Founder Civic Involvement: Injured Marine Semper Fi Fund, USO Toys for Tots, Junior Achievement, Habitat for Humanity Hobbies: Ironman...…

February 26, 2019 

Vice President of Application Development, Drake Software Franklin, NC Education: B.S. in Computer Science, Mars Hill College Professional Associations/Memberships: NACTP PIRC Civic Involvement: Youth Soccer Coach, Church involvement – Deacon, Teacher Hobbies: Spending time with my wife and kids, running, reading about American history, traveling and keeping up with Florida Gator football. Cell phone: HTC...…

February 26, 2019 

Owner, Lawhorn & Associates, PLLC Knoxville, TN Education: Masters of Accountancy – Systems, University of TN, Knoxville Professional Associations/Memberships: TSCPA, AICPA Hobbies: Writing and performing music, fly-fishing and travel. Cell phone: Blackberry Tour   How many hours of the day are you plugged in and responsive to client needs? And what tools/products make it possible...…

February 26, 2019 

Director of Product Management – Workflow Solutions, CCH, a Wolters Kluwer business Wichita, KS Education: BA in Business Education and BA in Accounting, Bethany College Professional Associations/Memberships: Institute of Internal Auditors (IIA); Association for Computers and Taxation (ACT); KSCPA – Associate Member; XBRL-US (CCH Tax and Accounting member delegate) Civic Involvement: Various local fundraisers and...…

February 26, 2019 

President & CEO, Real Time Bookkeeping San Diego, California Education: Associate, Computer Science & Accounting, Southwestern College Professional Associations/Memberships: MSP Alliance, QuickBooks ProAdvisor, AIPB Hobbies: Church, Computers, Sports, Reading. Cell phone: Verizon Droid X Favorite app: Probably the RDP app, this allows me access to my desktop anytime, anywhere.   Do you embrace cloud computing?...…

February 26, 2019 

Manager, SS&G – CPAs and Advisers Akron, OH Education: B.S. Accounting, The University of Akron Professional Associations/Memberships: AICPA, OSCPA Civic Involvement: Empower Worldwide Outreach (Treasurer and Board Member); PlayhouseSquare Partners, Member Hobbies: Avid guitar player Cell phone: HTC Eris Favorite app: Yelp – it’s a great app when you’re in an unfamiliar town to help...…

February 26, 2019 

Manager, SS&G – Certified Public Accountants and Advisers Akron, OH Education: BBA in Accounting, minor in Information Systems, Kent State University Professional Associations/Memberships: AICPA & Ohio Society of CPAs Civic Involvement: March of Dimes Northeastern Ohio Division Hobbies: Reading, Scrapbooking, Volunteering for the March of Dimes, Spending time with family Cell phone: Blackberry Tour Favorite...…

February 26, 2019 

Co-Founder & CEO, Simplified Innovations Baltimore, MD Education: B.S. in Accounting from Salisbury State University Professional Associations/Memberships: Maryland Association of CPAs (MACPA) — Board of Directors, Technology Committee, Past Chair and cofounder of the New/Young Professional Network, Tomorrow’s CPA Speaker, Instructor; AICPA — Information Technology Executive Committee for 2009-2011, CPA Ambassador, Virtual Grass Roots Committee;...…

February 26, 2019 

5748 In my August 2010 column, I offered some tips for improving email management (www.CPATA.com/go/2894), with the most overriding bit of advice being that, with the ever-increasing amount of email modern professionals receive, it’s more important than ever to be proactive at controlling that influx of communication. This isn’t just for tax and accounting pros,...…

February 26, 2019 

Director, Federal and State Tax, CCH, a Wolters Kluwer business City/State: Riverwoods, IL Education: J.D., Georgetown University Law Center, J.D.; B.S. in Accounting, University of Illinois Civic Involvement: Glenview Youth Baseball, Volunteer Our Lady Perpetual Help Hobbies: Jogging, softball, painting, remediation and dispute resolution for those under 8, tennis, travel, coaching Children: I have two...…