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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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Taxes

IRS Offers Guidance on Exceptions to Tax on Early Emergency Retirement Distributions

A taxpayer is permitted to receive a distribution from an applicable eligible retirement plan to meet unforeseeable or immediate financial needs relating to necessary personal or family emergency expenses.

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Taxes

New Draft Form of Form 6765 Released: Credit for Increasing Research Activities

Section G, which was labeled “Section F” in the version of the form that IRS shared last fall, requests the Business Component Detail.

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Payroll

Patriot Software Names Kyle Dreger as New CEO

Patriot Software’s founder and former CEO, Mike Kappel has introduced that Kyle Dreger is the new CEO of Patriot Software, effective immediately.

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Accounting

Corpay Opens Office in New Zealand

This expansion reinforces the company’s leading position in the payment industry and strengthens its presence in the Asia-Pacific region.

Small Business

SmartVault Acquires SmartPath Intelligent Pricing Platform

SmartPath empowers firms to accurately present their value to clients by providing a solution to increase margins and client satisfaction.

Accounting

LeaseCrunch Adds New CEO, CFO and CPO

LeaseCrunch LLC, a leading lease accounting software company, has appointed Mark Weidick, Jessica Hamilton and Miguel Perez to its executive leadership team.

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Accounting

Corpay Acquires Cross-Border Payments Company GPS Capital Markets

Following the acquisition, Corpay will process cross-border payments for approximately 23,000 customers in more than 145 currencies across six continents.

Accounting

Bookkeep To Open Office in Victoria, B.C., Canada

The office will be focused on expanding access to automated ecommerce solutions for Canadian businesses and their bookkeepers and accountants. Bookkeep will hire local talent for several new roles in the coming year.

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Small Business

Retail Sales Grew Again in May, Showing Expanding Economy

Data released by the U.S. Census Bureau on June 18 shows retail sales grew again in May and helped drive a still-expanding economy.

Accounting

Results Software Welcomes its Founding Master Partners

This elite group of partners, highly recognized and influential in the industry, are poised to drive the program's growth and deliver exceptional value to their clients.

Firm Management

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

This innovative addition is designed to provide firms with advanced analytics, actionable insights, and customizable reports to enhance efficiency and profitability.

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Payroll

More Employees Sticking with Current Employers Amid Job Market Uncertainty

A new survey by global advisory, broking and solutions company WTW found a majority (72%) of employees are choosing to stay with their employers, ending a period of intense job turnover and attraction and retention challenges for employers.