April 21, 2014
Bloomberg BNA is typically relied on to provide high levels of tax, regulatory and compliance expertise. Used by thousands of tax professionals, including the IRS, Bloomberg BNA provides a number of solutions for tax, accounting, financial planning and estate planning.
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Tags: Software, Tax Planning
Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.
Technology January 8, 2025
The updates announced on Jan. 8 make it easier for accounting firms to manage and onboard clients, stay compliant, and collaborate across teams—all while scaling for future growth, according to IRIS.
Technology January 7, 2025
This is Caseware’s eighth acquisition since Hg Capital acquired majority ownership of the Toronto-based company in late 2020.
Mergers and Acquisitions January 2, 2025
"Becoming a part of Thomson Reuters will enable us to accelerate product development efforts and realize our shared vision of an end-to-end tax workflow solution," said Steve Dusablon, who founded SafeSend with Andrew Hatfield in 2008.
Taxes December 26, 2024
With a thorough understanding of their unique circumstances and the latest tax regulations, you can transform complex tax challenges into clear, actionable solutions—setting the stage for your clients’ financial success in 2025 and beyond.