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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

AICPA Provides Recommendations Regarding Donor Advised Funds Regulations

Notably, the AICPA is asking Treasury and the IRS to postpone the effective date of the final regulations to give taxpayers more time to adapt and comply with the new rules.

Accounting

DataSnipper and Validis Partner for Audit Tech

The automation platform DataSnipper has partnered with on-demand accounting data provider Validis to provide auditors with a seamless end-to-end audit testing process. DataSnipper also recently announced a Series B funding round valued at $1 billion.

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Taxes

2024 Tax Refund Date Estimator

In most cases, early tax filers who are a due a refund can often see the refund as early as mid- or late February if they have it direct deposited. That’s without an expensive “tax refund loan” or other similar product.

Accounting

AICPA and CIMA Receive Technology Award

AICPA & CIMA has received the Brandon Hall Group Gold award for Excellence in Technology. The award was in the Best Advance of Learning Management for External Training category.

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Technology

Avalara Announces Partner Program Transformation

The company says the launch is the beginning of a multiyear vision for partners to drive sustainable growth and opportunity, make it easier to do business with Avalara, and deliver peace of mind to their

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Patriot Software Expands Affiliate Marketing Program

Accounting and payroll technology maker Patriot Software is expanding its affiliate marketing with a national launch of its Affiliate Program on Impact.com.

Payroll

ADP Adds Generative AI Option for HR, Payroll, Analytics

ADP Assist enhances HR productivity, aids decision-making with data-driven insights, and streamlines day-to-day tasks for practitioners, managers, employees and executives with simple, human-like conversations.

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Accounting

Corporate Card Spending is Up, But Adoption of Expense Management Software Lags

Other findings show perennial expense management pain points such as laborious month-end closes, minimal user support and policy confusion reemerging YoY amidst a dynamic work landscape and increase in corporate travel.

Accounting

CLA Global Welcomes New Alliance Member Firms in Germany

CLA Global has over 180 offices across the world and more than 13,500 personnel across the network.

Andersen Expands Valuation Capabilities Across Latin America

Andersen has added valuation services through offices in Argentina, Chile, Columbia and Mexico.

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Payroll

Report: Small Businesses Continue to Add New Jobs in January 2024

January marks the 34th consecutive month of job growth for U.S. small businesses. Wage growth for workers continues to stabilize in the new year with hourly earnings growth remaining essentially unchanged since November at 3.47%.