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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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Income Tax

Back to School Tax Tips for 2016

As the final weeks of summer tick away, back-to-school sales are ramping up and it's time to think about getting those kids back in the classroom. It's also a good time to think about a variety of tax breaks and deductions available for qualifying ...

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Benefits

Is Retirement By 65 An Unrealistic Goal For Gen Xers and Millennials?

People age 35-plus don't think they will be able to retire when they hit the traditional retirement age. While 87 percent of those surveyed who are working full time say they want to retire someday with nearly 70 percent of those hoping to retire ...

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Human Resources

SMB Owners Fret Over Finding, Keeping and Growing Top Talent

Small and mid-sized businesses added 63,000 jobs in April and 173,000 in May, according to ADP, but many business owners and managers find that their most talented staff – finding, nurturing, and keeping them – is one of their most challenging concerns.

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Accounting

Vacation Blues: One Third of U.S. Workers Unhappy With Paid Time Off Policy

Some sunnier results from the Accountemps survey show professionals plan to take an average of 10 vacation days this summer, and 29 percent plan to take more vacation days this summer than last year.

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Accounting

2016 Innovation Awards Highlight Tools for Automation, Collaboration and Insight

The Innovation Awards were first presented in 2004, and honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow, increased accessibility, enhanced collaboration, or other means.

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Software

2016 Review of TaxAct Professional Preparers' Editions

TaxAct is more well-known for its consumer, do-it-yourself program, but the company has long offered professional tax compliance packages for small firms. The system is centered around an installed program base, with online access to client reports ...

Software

2016 Overview of BNA 706 Preparer & 709 Preparer

Bloomberg BNA offers a variety of tax and financial information tools and resources, as well as software and online services for estate tax compliance, gift tax compliance, and estate planning – BNA 706 Preparer and BNA 709 Preparer.

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Software

2016 Review of Intuit - Intuit Tax Online

Intuit Tax Online offers a completely web-based and app-enhanced solution for professional tax compliance. The system is available via per-return pricing level based on the number of client returns the professional will process.

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Software

2016 Review of Drake Software - Drake Tax

Drake Software is an affordable, all-inclusive professional tax preparation system with unlimited e-filing, including multiple state returns. Firms also have access to a variety of practice resources, such as document management, tax planning, and ...

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Software

2016 Review of Wolters Kluwer - ATX

The ATX family of professional tax and accounting programs is part of Wolters Kluwer CCH Small Firm Services, and is geared primarily toward small firms looking for a system that simplifies the preparation process, making it easy to get new and ...

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Software

2016 Review of Wolters Kluwer - TaxWise

TaxWise offers several bundled versions that combine tax, accounting, research, payroll, file sharing and firm management functions, plus bank products, with the systems providing user-friendly interfaces and streamlined workflow for small and mid ...

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Software

2016 Review of Intuit - ProSeries Tax

The ProSeries system offers comprehensive professional tax preparation for traditional tax and accounting firms, with streamlined data entry processes that help maximize efficiency.