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Isaac M. O'Bannon

Managing Editor

isaac.obannon@cpapracticeadvisor.com

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com

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Accounting

Karbon Launches Accounting Practice Management AI Tool

Karbon has launched Karbon AI, a GPT-powered artificial intelligence tool embedded within the industry-leading accounting practice management software used by over 3,000 accounting firms globally.

Accounting

The Bonadio Group Announces New Executive Appointments

Michael (Mike) Parrinello as Chief Growth Officer and Kristen Clark as Chief Risk Officer, along with over a dozen additional appointments of industry veterans into key strategic leadership roles.

Accounting

HubSync Secures Series A Funding for All-In-One Tax and Accounting Platform for CPAs

HubSync’s all-in-one, modern client platform which automates the tax return and other key processes and provides a single gateway to drive “Best-in-Class” collaboration between professionals and their clients.

MassCPAs

Accounting

Donah to Succeed Pitter as President and CEO of MassCPAs

Pitter was named President and CEO of MassCPAs in 2015. Donah joined the Society in 2013 and has worked alongside Pitter to champion many of the Society’s strategic priorities.

Small Business

Mother's Day Spending Forecast to Hit $35.7 Billion in 2023

Consumers plan to spend $274.02 per person, the highest in the history of the survey and up from the previous record high of $245.76 in 2022.

Sales Tax

Avalara to Host its CRUSH Events in Eight Cities in 2023

These complimentary events are designed to help businesses of all sizes navigate compliance and help ensure it doesn’t stand in the way of opportunity.

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Sales Tax

Avalara and eBay Partner to Solve Cross-Border Compliance for Global Sellers

Several Avalara cross-border solutions will be natively available in eBay, including Avalara Cross-Border Estimated, Avalara Managed Tariff Code Classification, and Avalara Trade Restrictions Management.

Accounting

Cogenics Consulting to Join Whitley Penn

Cogenics Consulting is a provider of technology consulting around data analytics & transformation solutions.

Accounting

Pennsylvania Institute of Certified Public Accountants Issues 2023 State of Pennsylvania Public Accounting Firms Study

The State of Pennsylvania Accounting Firms in 2023 is a comprehensive white paper conveying critical insights for practitioners while highlighting the challenges and opportunities...

Accounting

Quadient Launches AI-Based Cash Application Module to Accelerate Invoice-to-Cash Processes

The new Advanced Cash Application module eliminates manual tasks for financial teams, such as applying incoming payments to customers and invoices and re-keying payments received from the bank.

Taxes

South Carolina Return Preparer Pleads Guilty to Filing False Tax Returns

The total tax loss from his criminal conduct was approximately $320,000.

Accounting

Forvis Launches Nonprofit Advisory Services Practice in Arizona Market

FORVIS has expanded its nonprofit advisory services practice to the Arizona market with the addition of Pete Finley.