Taxes
IRS Warns About Scams Targeting Seniors
By posing as representatives from agencies such as the IRS, or other government agencies, these fraudsters use fear and deceit to exploit their victims.
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
Regions Bank Partners with Bill to Power CashFlowIQ for Small Businesses
Regions Bank and BILL have launched Regions CashFlowIQ, a digital solution designed to simplify payments and streamline cash-management processes for Regions’ commercial clients.
Accounting
Banks Struggle with Electronic Communications Compliance
The report also revealed that four out of five firms (79%) are increasingly using communication surveillance technology to identify misconduct and culture risk.
Accounting
Capitaliz Releases Value Gap Assessment Tool To Identify Business Value And Acceleration Strategies
The Value Gap Assessment assists advisors in acquiring new clients and securing planning engagements with both prospective business owners and existing clients who seek services to accelerate the value of their businesses.
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Accounting
Florida Institute of CPAs Names 2024 Women to Watch Honorees
Nominations for the 2025 awards will be open from Dec. 1, 2024, through Jan. 15, 2025, with winners to be announced at MEGA 2025.
Accounting
AICPA and Oxford Course on Sustainable Financial Strategy Now Available as CPE
The six-week course, ESG and Sustainable Financial Strategy, is designed to give accounting and finance professionals the skills necessary to lead their organization’s response to sustainable business priorities.
Accounting
Last Chance to Nominate Technologies for 2024 Innovation Awards
Now in their 21st year, the Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.
Auditing
KPMG Collaborates with Databricks for Audit AI
The firm’s ongoing alliance with Databricks will further accelerate the adoption of artificial intelligence within KPMG’s audits.
Accounting
New Jersey Society of CPAs Opens Nominations for 2024 Ovation Awards
The awards honor New Jersey professionals in seven categories: Diversity, Equity & Inclusion; Impact; Innovation; Emerging Leaders; Exceptional Educators; Lifetime Leader and Women to Watch.
Sales Tax
Vertex Acquires Artificial Intelligence Sales Tax Capabilities from Ryan, LLC
The new Vertex AI capabilities leverage proprietary and private Large Language Models (LLM) to deliver Generative Pre-Trained Transformer (GPT) capabilities combined with “human in the loop” tax expertise.
Small Business
BlueFaucet App Focuses on Small Business Management
BlueFaucet focuses on inviting customers back, finding new business opportunities, providing marketing tools, and reducing merchants' workloads.
Accounting
Valid8 Names Todd Ludwig as EVP of Sales
Valid8's software is used by forensic accountants, legal teams, and investigators working on complex financial fraud cases, partnership disputes, family law cases, bankruptcies, asset divisions and more.