CPA Practice Advisor - 5
4ORTYUNDER 4ORTY
THE
2020
2ONTY
U N D E R
4ORTY
4ORTY
U N D E R
4ORTY
INFLUENCERS
PROFESSIONALS
By Isaac M. O'Bannon
The awards recognize 40 professionals who
are under 40, and have emerged as future leaders in the profession, and 20 who are under 40
and leading the development of technology and
processes that support the profession.
The 40 Under 40 Awards spotlight the top
practicing public accountants, educators and
thought leaders who avisibly and incrementally
changing the accounting profession through
their exemplary leadership, innovative thinking, collaborative efforts to provide unity to the
profession across the generations, and their community outreach which extends the visibility of
the profession outside the workplace.
The 20 Under 40 Vendor Superstars program
similarly honors those who are leading the way
in developing the constantly evolving technology
and firm processes that allow practitioners to
be more productive, efficient and profitable, as
they build practices that will endure and thrive.
Continued on page 7
David Almonte, CPA
Liliana D'Avalos, AFSP, CAA,
Aaron Berson, CPA
CEO, Fringe Advisory Co.
Kristin Bivona, CPA
Rebekah Brown, CPA
Shehan Chandrasekera, CPA
Aaron Clayton, CPA, CGMA, CHFP
Durran Dunn, CPA, CIA
Hector Garcia, CPA.CITP, CGMA
Lauren Haverlock, CPA
Tax Senior Manager, Moss Adams
LLP
Kenneth Healy, CPA
Chris Hervochon, CPA, CVA
Owner, Chris Hervichon CPA, CVA
Kari Hipsak, CPA CGMA
Kathryn Horton, CPA, CMA, CIDA
Financial Reporting & Analysis Manager, Amica Mutual Insurance Co.
Director of Development, Maryland
Association of CPAs and The Business
Learning Institute
BSB/ACC
Owner, Campos Tax Services
Head of Strategy, CoinTracker
Partner, Diversified Financial
Solutions PC
Managing Partner, GellerRagans
CPAs/Advisors
Partner, Eide Bailey LLP
Senior Manager Internal Audit,
Graphic Packaging International
Senior Manager Firm Services,
AICPA
DECEMBER 2020 ■
Sarah Bradley, CPA
Partner and Financial Planner,
Edwards Bradley PC
CEO, Quick Bookkeeping and
Accounting LLC
President, Kathryn K Horton CPA
PC
www.CPAPracticeAdvisor.com
5
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CPA Practice Advisor
Table of Contents for the Digital Edition of CPA Practice Advisor
From the Editor: 2020: The Year that Wasn't
2020 "40 Under 40" and "20 Under 40"
From the Trenches: Does Your Firm Have a Clear Vision for the Future?
2020 Product Review: W-2/1099 Preparation Systems
The ProAdvisor Spotlight: QuickBooks Connect Innovations Roundup: We Go Further Together
2020 Product Review: Website Builders for Accounting Firms
9 Tips to Minimize Risk of Cyber Attacks on Your Firm
Apps We Love: Streaming Entertainment We Love: What to Watch
Marketing Your Firm: 5 Pre-Busy-Season Marketing Campaign Challenges
Finding Firm Growth Opportunities in Challenging Times
Key Tax Law Changes for Tax Year 2020
The Leadership Advisor: Gratitude and Self-Care During the Holidays
The Staffing & HR Advisor: Pandemic-Era Burnout: How to Protect Your Finance Team
The Millennial Advisor: Leapfrogging 2020 into 2021
Post-Election Tax Planning Considerations for Trusts & Estates
AICPA News: A Round Up of Recent Association News and Events
Bridging the Gap: Building a Trusted Advisor Toolbox
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: 2020: The Year that Wasn't
CPA Practice Advisor - 2020 "40 Under 40" and "20 Under 40"
CPA Practice Advisor - 6
CPA Practice Advisor - 7
CPA Practice Advisor - From the Trenches: Does Your Firm Have a Clear Vision for the Future?
CPA Practice Advisor - 9
CPA Practice Advisor - 2020 Product Review: W-2/1099 Preparation Systems
CPA Practice Advisor - 11
CPA Practice Advisor - 12
CPA Practice Advisor - 13
CPA Practice Advisor - The ProAdvisor Spotlight: QuickBooks Connect Innovations Roundup: We Go Further Together
CPA Practice Advisor - 15
CPA Practice Advisor - 2020 Product Review: Website Builders for Accounting Firms
CPA Practice Advisor - 17
CPA Practice Advisor - 18
CPA Practice Advisor - 9 Tips to Minimize Risk of Cyber Attacks on Your Firm
CPA Practice Advisor - 20
CPA Practice Advisor - 21
CPA Practice Advisor - Apps We Love: Streaming Entertainment We Love: What to Watch
CPA Practice Advisor - 23
CPA Practice Advisor - Marketing Your Firm: 5 Pre-Busy-Season Marketing Campaign Challenges
CPA Practice Advisor - 25
CPA Practice Advisor - Finding Firm Growth Opportunities in Challenging Times
CPA Practice Advisor - 27
CPA Practice Advisor - Key Tax Law Changes for Tax Year 2020
CPA Practice Advisor - The Leadership Advisor: Gratitude and Self-Care During the Holidays
CPA Practice Advisor - The Staffing & HR Advisor: Pandemic-Era Burnout: How to Protect Your Finance Team
CPA Practice Advisor - The Millennial Advisor: Leapfrogging 2020 into 2021
CPA Practice Advisor - Post-Election Tax Planning Considerations for Trusts & Estates
CPA Practice Advisor - AICPA News: A Round Up of Recent Association News and Events
CPA Practice Advisor - Bridging the Gap: Building a Trusted Advisor Toolbox
CPA Practice Advisor - 35
CPA Practice Advisor - 36
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