Taxes January 23, 2026
The House Rules Committee declined to advance an amendment to a larger spending bill that would restore a gambler’s ability to deduct 100 percent of losses on annual tax filings.
January 23, 2026
January 23, 2026
January 23, 2026
August 25, 2013
Kacee Johnson — 33Executive VP, Cloud9 Real TimeSan Diego, California www.cloud9realtime.com Education: University of Arizona – Bachelor of Arts with a double major in English Literature and Political Science; University of Phoenix – Masters of Business AdministrationHobbies: Traveling, Hiking, Water Sports and Pilates What are the key areas of your firm that have seen...…
August 25, 2013
Kevin Roosa — 28Sales & Business Development Manager, Right NetworksHudson, New Hampshire www.RightNetworks.com Education: Marquette University 2003-2007. Degrees: Information Technology & Supply Chain ManagementHobbies: I apparently enjoy being frustrated by the game of golf as I continue to do it on a regular basis. I do love being outside, so I will frequently go out...…
August 25, 2013
Louie Calvin — 37Product Manager — Accounting CS, Thomson Reuters Tax & AccountingDexter, Michigan cs.ThomsonReuters.com Education: BA in Accounting from Adrian College, Adrian, MIHobbies: Hunting, Fishing, Snowmobiling What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools?...…
August 25, 2013
Matt Patrick, CPA — 39Managing Member, Patrick Accounting and Tax Services, PLLCGermantown, TN and Nashville, TN www.patrickaccounting.com, www.typepad.com/theaddaccountant Education: MS in Accounting from University of Memphis; BA Huntingdon CollegeProfessional Associations/Memberships: President, Professional Association of Small Business Accountants; Member, American Academy of Accounting and Tax Professionals; Member, NATPMember, Tennessee Society of CPAsHobbies: Tennis, Golf, Red Sox...…
August 25, 2013
Melanie Geist, CPA, CGMA — 37Partner, Porter & Geist LPSan Antonio, Texas www.PorterandGeist.com Education: Master of Taxation, University of Texas at San Antonio Bachelor of Commerce and Business Administration, University of AlabamaProfessional Associations/Memberships: AICPA, Texas Society of CPAs, NASEHobbies: Running, Travel, Wine, Food, Relationships What are the key areas of your firm that have...…
August 25, 2013
Merrill J. Taylor, CPA—34Tax Manager, Wisan, Smith, Racker & Prescott, LLPSalt Lake City, Utah www.wsrp.com Education: MAcc, Tax, Brigham Young University; B.S. Accounting, Brigham Young UniversityProfessional Associations/Memberships: AICPA, UACPA, Salt Lake Estate Planning CouncilHobbies: Scuba Diving, Hiking, Backpacking, Family What are the key areas of your firm that have seen the greatest change in...…
August 25, 2013
Joshua Dubrow, CPA — 31Senior Manager, Nussbaum Yates Berg Klein & Wolpow, LLPMelville, NY www.nybkw.com Education: B.S. Accounting, Pennsylvania State UniversityProfessional Associations/Memberships: Chair – NYSSCPA Small Business Outreach Committee; Member: AICPA, NYSSCPA, LISTnetHobbies: Philanthropy: Founder of the JAD Fund (www.jadfund.org), Golf, Family and Friends What are the key areas of your firm that have seen...…
August 25, 2013
Jamie Sutherland — 39President, Xero U.S.San Francisco, CA www.xero.com/us Education: MBA, Schulich School of Business, York University; Bachelor of Commerce, Finance & International Business, McGill University Professional Associations/Memberships C100 Charter Member: The C100 is a non-profit, member-driven organization that supports Canadian technology entrepreneurship through mentorship, partnership and investment. Board Director of Center of Development through Education...…
August 25, 2013
Jason B. Wells, CPA, ABV, CFF, CVA, CFFA — 39Principal, Jackson Thornton & Co.Montgomery, Alabama Education: Bachelor of Science in Accounting, Birmingham Southern College, Master in Professional Accounting, The University of Texas, AustinProfessional Associations/Memberships: Montgomery Estate Planning Council, National Association of Certified Valuation Analysts (NACVA), American Institute of Certified Public Accountants (AICPA), Alabama Society of...…
August 25, 2013
Jennifer Warawa — 37VP, Partner Programs & Channel Sales, SageAtlanta, GA www.na.sage.com, www.jenniferwarawa.com Education: Strategic Marketing Management at Harvard Business School, Accounting at Okanagan University CollegeProfessional Associations/Memberships: Team Captain, American Cancer Society’s Relay for Life, Committee Lead, IT AllianceHobbies: Reading, writing, blogging On a broader scale, how do you see new technologies changing the...…
August 25, 2013
Jim Boomer, CPA.CITP, CGMA, MBA — 37 CIO/Shareholder, Boomer Consulting, Inc.Manhattan, KS www.boomer.com, www.thinkplangrow.net Education: Masters of Business Administration (Marketing & Entrepreneurship), University of Texas at Austin; Bachelors of Science in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member, Chair of CITP...…
August 25, 2013
Joe Lauzen, CPA — 37 President, Lauzen Accounting Warrenville, IL www.lauzenaccounting.com Education: Bachelor of Science in Accountancy from University of IllinoisProfessional Associations/Memberships: RootWorks, PASBA, AMMOHobbies: Fly Fishing, Rowing, Watching College Football What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you...…