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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

CCH Enhances Mobile Solutions for Faster, More Efficient Results

Wolters Kluwer, CCH has added new features and enhancements to its CCH Mobile app, winner of the 2014 SIIA Software CODiE Award for Best Enterprise Mobile Application.

Benefits

What to Do if You Haven't Saved Enough for Retirement

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

IRS

IRS Poorly Managing Mobile Devices, Says Report

The agency's system of records designed to document wireless device inventory was not consistently updated as changes occurred, which resulted in almost 57 percent of inventory records being inaccurate.

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Firm Management

Illinois Firms Porte Brown and Katzenbach Merge

The Chicago-based accounting and consulting firm of Porte Brown LLC has merged with Katzenbach & Associates, Ltd., a Bloomingdale-based public accounting firm. Financial details of the merger have not been disclosed.

Firm Management

3 Valuable Tools for Sharing Files with Clients

There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.

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Cloud Technology

2014 Review of Citrix ShareFile

Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.

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Cloud Technology

2014 Review of Thomson Reuters NetClient CS Portals

The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...

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Cloud Technology

2014 Review of CCH Axcess Portal

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

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Cloud Technology

2014 Review of SmartVault Client Portals

SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...

Accounting

New Book Uses Popular Movies As Guide to Estate Planning

Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and

Accounting

Small Business Index Shows Continued Growth

The Paychex | IHS Small Business Index held strong in October as employment growth maintained its momentum to start the fourth quarter,..

Advisory

KPMG Acquires EntryPoint’s Global Trade Management Practice

KPMG LLP, the U.S. audit, tax and advisory firm, has acquired the Global Trade Management (GTM) Practice of EntryPoint Consulting LLC, an industry leader in providing SAP Global Trade Services (SAP GTS) technology and business consulting services to ...