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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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Small Business

Sage Introduces Streamlined Inventory Planning Tool for Small Merchants Exclusively on Shopify

Inventory Planner Essentials, initially available exclusively on the Shopify App Store, tackles a major pain point for small merchants: excess, unsold inventory.

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Botkeeper's AI Unchained 2024: Featuring Headliner Kal Penn

Kal Penn will headline AI Unchained 2024, an electrifying, three-day event taking place in picturesque Santa Rosa, California, from October 8-10, 2024.

Blue & Co., LLC Announces Joint Venture with Pioneer Technology

This collaboration aims to provide critically needed cybersecurity and IT support services to clients, through an approach built around stewardship.

Avantax

Financial Planning

Avantax Wealth Management Welcomes Noble Oak Financial

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

Accounting

Emburse and Finexio Partner for B2B Payments

The partnership offers Emburse customers an innovative solution to long-standing AP challenges in the $125+ trillion B2B payments market.

Small Business

Mid-Market Optimism Hits Pre-Covid Record Highs

Optimism among mid-market business leaders has rebounded to pre-COVID levels, with a record 71% of leaders optimistic about the next 12 months.

Avalara_Logo

Accounting

Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners

With Avi, customers save time by receiving faster answers to their product questions, assistance troubleshooting common issues, and directions on additional resources when they need more help.

Taxes

AICPA Offers Comments to IRS on Domestic Content Bonus Credit Requirements

Per the interim guidance, to qualify for the DCBC, customers will need to know the exact amount of the manufactured product and components costs and which components are domestically produced.

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Payroll

Teens Want Financial Literacy Courses

68 percent of teens would "likely" take a class on financial literacy (money management, personal finance) if offered to them, yet only 31 percent say they have access to these kinds of courses in school.

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Accounting

Organizations Look to Internal Audit Teams as Risk Increases

The study revealed that these expanding expectations are coming at a time when Internal Audit has limited bandwidth for advisory-related services — and increasing risk demand and insufficient risk management capacity are creating a risk coverage gap for the business.

Small Business

Pending Home Sales Rose 4.8% in June

All four U.S. regions posted monthly gains in transactions. Year-over-year, the Northeast, Midwest and South registered declines, while the West increased.