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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

Thomson Reuters Announces Enhancements to SurePrep, Checkpoint

This enhancement will make it easy for taxpayers to upload multiple documents which will all be auto categorized and prepped for review by the tax professional via AI and ML (machine learning) technology.

Accounting

Black Ore Launches with $60 Million in Funding to Bring AI to Accounting Firms

Black Ore also announced its flagship product, Tax Autopilot, which combines AI technology with federal and state tax codes and regulations to simplify tax preparation.

Taxes

Corvee Announces SOC 2 Compliance for Its Instead Product

Instead and Instead Pro leverage the power of AI to offer businesses and accountants the unprecedented ability to easily manage and optimize R&D tax credits.

Accounting

FORVIS Enters San Francisco Market

FORVIS is the eighth largest public accounting firm in the United States, with offices in 70 locations across the country.

Accounting

Ohio Society of CPAs Develops Action Plan Aimed at Talent Shortage

At its recent Workforce Development Summit in Columbus, OSCPA convened influential leaders from across the state to begin forming an engaged coalition that will work to transform the talent pipeline.

Accounting

Alison Ball Named VP of Marketing at Bookkeep

Ball will direct Bookkeep’s marketing and communication strategy. Her focus will be creating new campaigns that improve understanding and adoption of Bookkeep’s full suite of services.

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Small Business

Holiday Spending Forecast to Top $960 Billion

Consumers plan to spend $875 on core holiday items including gifts, decorations, food and other holiday-related purchases this year.

Accounting

Ignition Team to Host Pre-Conference Party at QuickBooks Connect 2023

Ignition will host an exclusive pre-conference party on November 12 at 7pm at Alexxa's, an eatery and lounge located inside the neighboring Paris Las Vegas hotel.

Accounting

Intuit to Close Down Mint, Shift Users to Credit Karma

The Mint team noted the feature set of Credit Karma will be attractive to Mint users, who have generally had higher credit scores and income ranges.

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Accounting

Texas Society of CPAs Hosts Accounting Opportunities Month

Accounting Opportunities Month will bring Certified Public Accountants into middle school, high school and college classrooms to share their career journeys, debunk common myths, and provide valuable insights into the accounting profession.

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Accounting

EY Survey Shows Gen Z Priorities and Pipeline Opportunities

79% of students surveyed believe an accounting degree will have long-term career benefits and an overwhelming majority of senior executives (97%) are optimistic about the future of the profession and the next generation of CPAs.

Payroll

IRS Increases 401(k) Limit to $23,000 for 2024; IRA Limit Raised to $7,000

The contribution limit for employees who participate in 401(k), 403(b), and most 457 plans, as well as the federal government's Thrift Savings Plan is increased to $23,000, up from $22,500.