CRI Partner Greg Crabtree recently spoke on the Think Big Act Small podcast with Tristan White on July 12, 2021. This episode explores the important leadership skill of managing cash and profitability in a business.
The "How to Hardscape" podcast hosted by Michael Pletz recently featured CRI Partner Greg Crabtree in an episode discussing Greg's very own books. Both of Greg's Simple Numbers books are discussed in an episode that outlines business financials, salary caps, and debt.
CRI Partner Greg Crabtree was recently featured on the AmiSights Podcast hosted by Ami Kassar, CEO of MultiFunding. In this episode, Greg and Ami discuss CRI's unique approach to "book" management and what makes us stand out among the rest. Listen to the episode here.
Next week, CRI Partner Doug Mims will participate in the Association of Credit Union Internal Auditors' (ACUIA) webinar on July 21, 2021 that covers the Institute of Internal Auditor's (IIA) Three Lines Model. Included in this presentation will be practical applications for financial institutions, the role of internal audit in the implementation of the new model and ongoing [...]
CRI ALBUQUERQUE – Bobbi Hayes/Larry May: Employee Retention Credit – Still Available and More Powerful in 2021
CRI Partners Bobbi Hayes and Larry May will be presenting on the live NASBP webinar covering the Employee Retention Credit (ERC) and its recent expansions. Beyond the basics of expansion, the presentation will cover the requirements for qualification for the credit in 2020 and 2021, calculation, and interaction with PPP loan forgiveness and other credits.
Owning a business means handling your share of curve balls. There’s always something that changes the dynamics of doing business — a shift in customer demographics, regulatory changes, or even a once-in-a-lifetime global pandemic. Whether it’s the way you connect to potential customers, how you serve them, or even the basic premise of what you’re [...]
CRI Partner Garrett Shinn has recently joined the Manatee Community Foundation's board of directors for a three-year term. The Manatee Community Foundation focuses on the enhancement of their community through philanthropy, education, and service. Garrett will become an integral part of furthering the endeavors of the foundation and continuing effective roles of leadership.
Let’s face it—today’s financial institutions are confronting many challenges post-pandemic. However, one major area that has received renewed emphasis with the change in administration is compliance. Financial institutions must continuously navigate an evolving environment of complex compliance regulations. Bank board members and management understand that a compliance issue can cause significant time and resources to [...]
The Employee Retention Credit (ERC) is a refundable payroll tax credit for which business organizations, including tax-exempt organizations, may be eligible. The ERC was initially created as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act in March 2020, then extended and modified by the Taxpayer Certainty and Disaster Tax Relief Act of [...]
Carr, Riggs & Ingram (CRI) Prepares to Host Multi-Session Accounting Outsourcing Webinar Series Powered by Xero
Session One Details Implementation Steps for Mastering Outsourced Accounting Processes ENTERPRISE, AL, June 24, 2021 - Carr, Riggs & Ingram (CRI) has announced the first session of their three-part outsourced accounting webinar series entitled, "It's a Marathon, Not a Sprint: Going the Distance for Outsourced Accounting Success; Session One: Your Training Plan." This free live [...]
This week, CRI Partner Bob Steinhardt will be co-presenting on "The Future is Now: Innovative Workplace Solutions" virtual webinar hosted by Livable Buckhead on June 24, 2021. Bob will be presenting on the tax ramifications of having remote workers and participating in a Q&A session at the end of the webinar. Webinar Description from Livable [...]
When contemplating a merger or acquisition, buyers assess a variety of items about the target entity, such as internal controls, quality of customers, accounting practices, financials, projected growth, and so much more. What many buyers may not know is that mergers and acquisitions (M&As) also have a slew of tax ramifications that, if not handled [...]
Estate plans are crafted to address the needs of each individual, which means that no two plans are alike. But there is a reason so many estate plans use trusts. Trusts can help protect your assets, reduce or eliminate gift and estate taxes, and ensure a smooth transfer of wealth to the next generation. And [...]
With the federal quarterly payroll tax deadline right around the corner, keep in mind that your business or nonprofit might qualify for tax credits to reimburse the cost of providing sick and family leave to employees due to COVID-19, including for vaccination. The American Rescue Plan Act (ARPA), passed in March of 2021, made refundable [...]
Estate planning is ever evolving. Many of the worries that plagued us in the past may not seem as important now, and new concerns may have cropped up that we could not have anticipated 10 or 20 years ago. But this doesn’t mean you should trash your existing estate plan; it simply means you should [...]
Weather-related disasters can strike without warning and destroy businesses, homes, and critical personal documents and financial records. If you don’t have one already, now is the time to create an emergency preparedness plan. If you do have one, it’s a good time to review it. Keep key documents safe Place original documents (such as tax [...]
On June 23, 2021, CRI Partner Doug Mims will be presenting via virtual seminar at the Association of Credit Union Internal Auditors (ACUIA) Annual Conference. Doug's discussion will outline Elder Financial Abuse in the context of the Bank Secrecy Act/Anti-Money Laundering. He will cover the fundamentals of identifying elder financial abuse, current trends, and recent developments in combating [...]
Oh, the shame of bankruptcy. It’s a negative action that caps off a failure — or so we often think of it. But do we really need to treat bankruptcy as something awful? In the fiscal year ending June 30, 2020, U.S. courts saw 682,363 business and non-business bankruptcy cases. The factors that drive a [...]
CRI HUNTSVILLE – Mike Maxson: Simple Numbers Roundtable: How to Calculate and Optimize Your Marketing Spend
CRI Partner Mike Maxson recently presented alongside the Simple Numbers team on June 1 , 2021 via zoom presentation. In this discussion, listeners will gain an understanding on how to leverage their marketing spend to generate leads and optimize digital platforms for conversion.
ENTERPRISE, AL., June 1, 2021 - Carr, Riggs & Ingram (CRI) has announced a complimentary webinar entitled, "2021 Insurance Update: What's Next?" featuring CRI partners Steve Williams and Joe May. This webinar will take place on Wednesday, June 30, 2021, at 10:00 a.m. (CDT). This live session will provide an in-depth discussion of the current [...]