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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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TaxDome

Firm Management

TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

Avantax

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Since closing the acquisition, $400 million in GA client assets have been onboarded to the Avantax platform, and 10 GA employees are now W-2 employees of Avantax.

Firm Management

Cincinnati CPA Firm Cassady Schiller Joins KSM

Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM.

Advisory

The Votes Are In: 2024 Readers Choice Awards

The Readers' Choice Awards give readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses.

wine

Small Business

U.S. Wineries Hopeful about Sustained Sales Growth Over Next 5 Years

While headwinds still persist in the industry, the survey results show wineries are feeling cautiously optimistic about sales growth over the next five years after a challenging destocking phase.

Avalara_Logo

Accounting

Avalara Honored as BigCommerce Tech Partner Award Winner

The BigCommerce Global Partner Awards recognize the top-performing partners among BigCommerce’s global network of thousands of agency and technology partners in its open ecosystem.

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Small Business

U.S. Retail Sales Saw Increase in April

The Retail Monitor calculation of core retail sales (excluding restaurants in addition to automobiles and gasoline) was up 0.4% month over month in April and almost unchanged.

Taxes

NYU to Host Federal Real Estate and Partnerships Tax Conference

This year’s speaker line-up features nationally recognized experts who will guide participants through in-depth sessions and discussions...

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Small Business

Avalara and Shopify Expand Partnership for Global Tax Compliance

Through the expanded partnership, Shopify merchants of any size can easily manage and automate global tax compliance with Avalara.

Accounting

FASB Announces Winner of 2024 Emerging Scholar Award

The award recognizes a proposed doctoral thesis topic with the potential to make a rigorous contribution to an issue of interest to accounting standard setting.

Sovos

Sales Tax

Sovos Introduces Indirect Tax Suite to Meet Complexities of Global Compliance

The Indirect Tax Suite empowers enterprises to manage all of their indirect tax obligations with governments, buyers, suppliers and consumers.

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Accounting

FICPA & Nova Southeastern University Introduce Cost-Free, Fifth-Year “Bridge to CPA” Program

The pilot program participants already been selected by their firms; 66% of the inaugural class is female, 66% are from minority backgrounds and 33% are first-generation college students.