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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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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 ...

Income Tax

Income Tax Credit Helps Low Income Workers Save for Retirement

Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2014 and years ahead, according to the Internal Revenue Service.

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Benefits

Report Details Record Retention Requirements for Health and Welfare Benefits

Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.

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Accounting

Illinois CPA Society Honors Professional Women to Watch

The Illinois CPA Society has honored three of its members with its 10th annual Women to Watch awards, in recognition of their notable contributions to the accounting profession, their organizations and the development of women as leaders.

Firm Management

Accounting Firm Raises $70K for Breast Cancer Group

CohnReznick was the top team contributor and the sixth national Making Strides contributor, raising over $70,000.

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Accounting

Accounting Firm Revenue on the Rise

Most CPA firms reported modest increases in revenue in 2013, with a stable or brightening profit picture, according to a recent survey by the American Institute of CPAs and Texas Society of Certified Public Accountants.

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Benefits

Report Looks at Tax and Financial Planning for Baby Boomers

A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.

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Advisory

Accounting Firms Decosimo and Elliott Davis to Merge

The accounting firms of Elliott Davis and Decosimo, both headquartered in the Southeast U.S., will merge effective January 1, 2015. The combined firm, which will be known as Elliott Davis Decosimo, creates the region’s fifth largest accounting firm ...

Income Tax

2015 Tax Rates, Credits and Deductions

The Internal Revenue Service has released annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes. The result is that many tax deductions and credits may be even more attractive in 2014.