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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 Releases Priority Guidance Plan on SECURE 2.0 Act

The American Institute of CPAs recently submitted a letter to the Department of the Treasury and the Internal Revenue Service (IRS) prioritizing certain provisions of SECURE 2.0

Payroll

Patriot Software’s Time & Attendance Supports More Pay Frequencies

In addition to the Time & Attendance Payroll software add-on, Patriot also offers an HR software add-on for employee management.

Accounting

Founder of TSheets Dies in Self-Inflicted Shooting

Matthew Rissell, a serial entrepreneur known widely for founding the small business time tracking app TSheets, was found dead at his home in Eagle, Idaho.

Firm Management

Unity Partners Completes Platform Investment in NDH

Unity Partners will provide capital and strategic and operational support for the Business as it seeks to expand through organic growth and strategic acquisitions.

Accounting

RSM Acquires Maryland Firm Wise Consulting

The Wise Consulting group will operate as a wholly owned independent operating subsidiary of RSM until transitioning to RSM’s systems in late fall 2023.

BDO

Accounting

BDO USA, LLP Announces Inaugural Sustainability Report

This report highlights BDO’s commitment to sustainability and ESG and details the actions the firm is taking to continuously evolve its business to be more responsible and resilient.

njcpa

Accounting

New Jersey Society of CPAs Names Aiysha Johnson CEO and Executive Director

Johnson will bring a wealth of association management experience to the NJCPA as she transitions from her role as executive director of BKR International’s Americas Region.

Accounting

Karbon Launches Accounting Practice Management AI Tool

Karbon has launched Karbon AI, a GPT-powered artificial intelligence tool embedded within the industry-leading accounting practice management software used by over 3,000 accounting firms globally.

Accounting

The Bonadio Group Announces New Executive Appointments

Michael (Mike) Parrinello as Chief Growth Officer and Kristen Clark as Chief Risk Officer, along with over a dozen additional appointments of industry veterans into key strategic leadership roles.

Accounting

HubSync Secures Series A Funding for All-In-One Tax and Accounting Platform for CPAs

HubSync’s all-in-one, modern client platform which automates the tax return and other key processes and provides a single gateway to drive “Best-in-Class” collaboration between professionals and their clients.

MassCPAs

Accounting

Donah to Succeed Pitter as President and CEO of MassCPAs

Pitter was named President and CEO of MassCPAs in 2015. Donah joined the Society in 2013 and has worked alongside Pitter to champion many of the Society’s strategic priorities.

Small Business

Mother's Day Spending Forecast to Hit $35.7 Billion in 2023

Consumers plan to spend $274.02 per person, the highest in the history of the survey and up from the previous record high of $245.76 in 2022.