Technology June 1, 2026
TaxPlanIQ, a tax planning and advisory platform serving accounting firms across the U.S., said enrollment is open for the third quarterly cohort of its Certified Concierge TaxPlanIQ Advisor program.
February 26, 2019
Senior Accountant, Dickinson & Clark CPAs, PC Council Bluffs, IA Education: BSBA Accounting, Creighton University Professional Associations/Memberships: AICPA, NE Society of CPAs Hobbies: I’m into technology but also appreciate the serenity of the outdoors and the power and style of classic cars. Cell phone: Motorola Razr VE20 — nothing special or smart, pretty much just...…
February 26, 2019
Senior Vice President and General Manager, Global Tax Technology, Thomson Reuters Hoboken, NJ Education: MS, Finance, Baruch College, Zicklin School of Business; BS, Computer and Electrical Engineering, Carnegie Mellon University Civic Involvement: March of Dimes – March for Babies Hobbies: Basketball, Tennis, Chess and Poker Cell phone: iPhone (personal) and BlackBerry (work) Favorite app: Sonos...…
February 26, 2019
Executive Director, 601 Information Systems Vorhees, NJ Education: BS Finance and Accounting, Rutgers University School of Business – Camden Professional Associations/Memberships: AICPA, NJSCPA, ISACA Civic Involvement: Involved in community civic association as well as fundraising captain for LiveStrong challenge team, which has raised nearly $20,000 so far this year for Lance Armstrong Foundation. Frequently rides...…
February 26, 2019
Business Development Manager, Fujitsu Computer Products of America, Inc. Irvine, CA Education: BS in Business Admin w Marketing & Sales Emphasis, Chapman University Civic Involvement: Sponsored a summer camp held in Jerusalem that facilitated understanding and unity between Israeli and Arab children. Supported a medical ministry of compassion, taking supplies to remote villages along the...…
February 26, 2019
Founder & CEO, DeepSky Irvine, CA Education: M.S. Accountancy, Walsh College Professional Associations/Memberships: AICPA, CalCPA, Irvine Chamber Civic Involvement: UCSB Alpha Kappa Psi Hobbies: Travel, Photography, Snowboard, Driving Cell phone: iPhone 4. It is my lifeline and connects me to the rest of the world. I’ve been waiting for an Android phone to steal my...…
February 26, 2019
Marketing Manager, Intuit Employee Management Solutions, Intuit Mountain View, CA Education: MBA, San Francisco State University Civic Involvement: Live Intuit’s value ‘We care and give back’ by volunteering at community events such as RAFT (Resource Area for Teaching) and participating in ‘A Rose of Thanks’ to thank U.S. Armed Service members in the Gulf Region....…
February 26, 2019
President, XCM Solutions, LLC Braintree, MA Education: BS – Accounting, Boston College 1992 Professional Associations/Memberships: AICPA, Massachusetts Society of CPAs, Boston College Technology Counsel Hobbies: Time with his family, golf, and fishing Cell phone: Verizon BlackBerry Favorite app: I still have app envy because Verizon hasn’t come out with a smartphone yet. Do you...…
February 26, 2019
Senior Director, Enterprise Sales, Thomson Reuters Montvale, NJ Education: BS in Economics, Wharton School of Business Hobbies: Family time, exercising, softball, avid New York Yankees fan Cell phone: iPhone Favorite app: I would have to say Shazam because it can help me answer my 4 ½ year old daughter who continually asks, “Daddy, who sings...…
February 26, 2019
Senior Manager, Hannis T. Bourgeois, LLP Baton Rouge, LA Education: BS in Accounting, LSU Professional Associations/Memberships: AICPA; LCPA (served on numerous committees, including the New CPA Committee and the Public Relations Committee); Board of the Baton Rouge Chapter of LCPA (current Treasurer & previous Member at Large responsible for coordinating the logistics of CPE courses...…
February 26, 2019
Senior Vice President and General Manager, Workflow & Service Solutions, Americas – Professional, Tax & Accounting business of Thomson Reuters Dexter, MI Education: BA, MBA, University of Michigan Professional Associations/Memberships: AICPA Hobbies: family activities, exercise, leisure reading and good wine Cell phone: iPhone Favorite app: Too many to rank. Trip Tracker, Mint, Red Laser, Facebook...…
February 26, 2019
Partner, Greene, McCowan & Co, PLLC London, KY Education: BS Accounting, University of Kentucky Professional Associations/Memberships: AICPA, Kentucky Society of CPAs Civic Involvement: Member and Treasurer of the local camp of Gideons International; Member and Treasurer of Corinth Baptist Church. Hobbies: Developing technology solutions Cell phone: Apple iPhone 4 Favorite app: CPA Xpress, because I...…
February 26, 2019
Managing Shareholder, New Vision CPA Group; Adjunct Professor, Oakton Community College Arlington Heights, IL Education: BBA, Saint Mary’s College-Notre Dame; MST, Northern Illinois University Professional Associations/Memberships: Founder/Past President, Chicago-Area QuickBooks ProAdvisor User Group (2007-2009) Civic Involvement: Lead Member, GoLadderUp.org: Annually coordinate volunteers to help lower income taxpayers get help with income tax preparation. Hobbies: U.S....…