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2024 Year-End Tax Planning
Register for CRI’s Year-End Tax Planning webinars to gain valuable insights for taxpayers navigating the complexities, obstacles, and tax policy changes that the 2024 tax year brings.
LEARN MOREProSport CPA Joins the CRI Family of Companies
Carr, Riggs & Ingram (CRI) CPAs and Advisors, a top 25 national accounting and advisory firm, is pleased to announce the addition of ProSport CPA to CRI's Family of Companies.
LEARN MOREHubSync Client Resources
We've partnered with HubSync to streamline how you collaborate with CRI! Check out our HubSync Frequently Asked Questions and other resources.
NEW CLIENT RESOURCESDemystifying Deferrals E-book
Download our 'Demystifying Deferrals' ebook to confidently master state and local government deferrals.
NEW EBOOKAround Town
Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."
LEARN MOREThe Global Internal Audit Standards Are Coming: Is Organization Ready?
The Internal Standards for the Professional Practice of Auditing and the IPPF are undergoing a significant transformation; clarity and change are needed in the face of unprecedented challenges.
LEARN MORECRI & Xero
The Xero accounting platform takes you beyond bookkeeping by making your data accessible anytime, anywhere, on any device, giving you a cloud-based collaboration that provides relevant information for making real-time decisions to propel your business forward.
LEARN MOREGASB & FASB Lease Compliance Tool
Our easy to use, cloud-based software caters to those business professionals looking for a hassle-free and cost-effective lease compliance experience.
MORE INFOCRI Insights
QuickBooks Online Payroll – Important Changes to Automated Tax Withdrawals
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2024 Year-End Tax Planning for Businesses: Strategize, Optimize, Maximize
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How the Internet Mystifies the Taxability of Qualified Sponsorship Payments
Market Value Assessment
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CECL: It’s Not Just About Financial Institutions
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FTC Issues Ban on Noncompete Clauses
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Deferrals Study Guide
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2023 Year-End Tax Planning for Individuals & Families: Strategize, Optimize, Maximize
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IRS Alert: Update on ERC Claims
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Florida Nursing Home Audit Requirements
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Deferred Outflows and Deferred Inflows of Resources in a Nutshell
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Checklist: Managing Your Loved One’s Estate
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Introduction to the Global Internal Audit Standards 2023
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A Quality of Earnings Report Offers Key Insights for Parties Considering...
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Nonprofit & Governmental Healthcare Entities: Be Prepared to Justify Executive Pay
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Demystifying Deferrals
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It Figures Podcast: S4:E4 – The Art and Science of a...
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It Figures Podcast: S4:E2 – Florida’s New Condominium Safety Law
What Is an Audit?
Gig Workers: What’s Up with Form 1099-K?
How to Avoid Mistakes in ESOP Valuations
Government Accounting Resources
K-2 – K-3 Exception Disclosure Comparison Chart
It Figures Podcast: S4:E1 – Adding Value To Your Internal Audit
Four Tips for Translating GASB Standards Into English
What Does the Consolidated Appropriations Act of 2022 Mean for Me?
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3 Reasons to Differentiate Between Controllable and Non-Controllable Costs
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Spotlight on Controls and Internal Audit Departments
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The Importance of an Effective System of Internal Control
Building an Effective Nonprofit Audit Committee
2022 Partnership Instructions for Schedules K-2 and K-3
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Nonprofit Considerations When Creating a Chart of Accounts
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Top 1099 Tips for Law Firms
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GASB Statement 94: Decoding P3s, SCAs, and APAs
Do You Qualify for the Home Gain Sale Exclusion?
Bonus Depreciation or Section 179: What’s The Right Choice for You?
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CRI Physician Services Planning for 2023
Financial Institutions Year-End Accounting & Auditing Update
Great News (Potentially) For 2022 Partnership Tax Return Filings
GASB Statement 100: Clarity for Accounting Changes and Error Corrections
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S1:E16 – When You Suspect Fraud: The Story of the Million...
Hop on the Omnibus: GASB Statement 99
Escalation Clause: Protect Your Bottom Line
Cost Segregation Studies: Opportunities for Contractors
Nursing Home Financial Reporting Bill in FL
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It Figures Podcast: S3:E13 – An Inside Look at The GASB
Infrastructure Bill 101
All GASB Statements Are Not Created Equal
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2022 Year-End Tax Planning for Businesses
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It Figures Podcast: S3:E12 – Lease Accounting is for EVERYONE
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Should Your HITRUST CSF Assessor Be a CPA Firm?
The 411 on Student Loan Forgiveness
GASB Update
CRI CECL Validation Services
Discount Rate Calculations for Lease Accounting
Key Takeaways From the Inflation Reduction Act of 2022
Taking Advantage of the Tax-Efficient Exit Strategy ESOPs Offer
Hunger Relief Efforts Can Yield Tax Benefit for Farmers
How Can Home Sellers Exclude Capital Gains Tax?
It Figures Podcast: S3:E10 – Balancing Acts: Managing Personal & Professional...
SBITAs: It’s Time to Boot Up
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Changes Reporting Gifts-in-Kind
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Retirement on the Horizon? Make Tax Planning a Priority
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It’s Too Early for CECL Fatigue
Crypto Quick Reference Guide
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A High-Yield Investment Class: Novice to Proficient
Increase Your Chances of an Efficient Financial Statement Audit
Employee Versus Contractor: A Crucial Distinction for Every Organization
Bolster Cash Flow With a Cost Segregation Lookback Study
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What is Section 1071, and Why is it Important for Your...
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Coronavirus State and Local Fiscal Recovery Funds
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It Figures Podcast: S3:E6 – Common ACFR Errors
Protect What Matters: Estate Planning in Uncertain Times
A Comparison of Education Tax Credits for 2023
Is it Time for a Business Valuation?
Give Your Small Business a Jolt of Efficiency with Cloud-Based Accounting
It Figures Podcast: S3:E5 – Heads up, Grant Professionals!
How Has COVID-19 Affected Business Valuations?
Reporting Computer-Security Incidents: Is your Community Bank ready?
What Does a Cash Balance Plan Mean for You?
The Name’s Bond, Government Bond
Setting Nonprofit Executive Compensation
Promises to Give: Not-for-Profit Accounting Primer
Does Working Remotely During the Pandemic Mean You Owe More Income...
Still Confused About Whether to Deduct That Business Meal?
New HITRUST Assessments Give Companies More Options for Security Reporting
ICBA Live 2022 Conference Recap
You Could Owe “Nanny Taxes” Even If You Don’t Have Kids
Nonprofit Board Review of Form 990
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Charitable Lead Trust vs. Charitable Remainder Trust: A Comparison
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Going Concern Issues for Nonprofits
Improve Medical Practice Productivity with Non-Physician Providers
Five Internal Controls to Prevent Fraud in Nonprofits
Safeguard Your Assets During a Divorce — Before You Get Married
Differences in Public Charities and Private Foundations
It Figures Podcast: S3:E3 – Panic! At the IRS Disco
Protected: Top 5 Accounting Questions to Ask Your CPA
Report Fundraising Events on Form 990
3 Grant Writing Tips to Help Not-For-Profit Organizations
Health Savings Accounts Offer Big Tax Benefits Now and in Retirement
Short on Cash? Gift-in-Kind Donations Can Also Help Support Charities
Estate Planning FAQ
Transfer Your Wealth Using a Dynasty Trust
Two Types of Charitable Trusts You Should Know About
New Guidance on Gifts In-Kind for Non-Profit Entities
It Figures Podcast: S3:E2 – Count Yourself in to a Career...
Captive Insurance Taxation
Top 5 Priorities for Small and Mid-Sized Organizations in 2022
A Look at Internal Controls and Processes for Evaluating Vendors
Getting the Most Out of Your Remote Audit
Moving to a New State? Don’t Make These Tax Mistakes
Coronavirus Relief Funds – Getting Ready for Your Single Audit
Does Your Organization Need an Internal Audit?
What a Single Audit Means for Your Organization
Straddling the Fence: Should You Co-Source or Outsource Your Internal Audit?
COVID-19 Funding Best Practices, Accounting Treatment, and Single Audit Implications
Cybersecurity Trend to Watch in 2021: Cyber Supply Chain Risk
Outsourced Accounting Reference Guide: How Collaborating Can Help You Reach Your...
Fiduciary Matters: How to Be the Best Trustee for Your Organization’s...
It’s a Marathon, Not a Sprint: Going the Distance for Outsourced...
2021 Year-End Tax Planning for Businesses: Strategize, Optimize, Maximize
2021 Year-End Tax Planning for Individuals & Families: Strategize, Optimize, Maximize
Conference Recap – AICPA 2021 National Conference on Banks and Savings...
It Figures Podcast: S2:E17 – Beers, Beets, Governmental Accounting
Credit Memorandum Best Practices and “The 5 C’s”
It Figures Podcast: S2:E16 – Just You, Me, & the ERC.
Keeper of the Vault: A Business Owner’s Guide to Cybersecurity
Federal American Rescue Plan Act of 2021 (ARPA)
It Figures Podcast: S2:E15 – Insurance Compliance and Regulatory Examination Process...
Risky Business: Comparing Risk Levels of MRBs
Employee Retention Credit Information Sheet
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Digital Transformation Starts With Process, Not Technology
Homeowner Assistance Fund – What Tribes and Applicants Need to Know
CECL: It’s Getting WARM in Here
Homeowner Assistance Fund – You Don’t Know the HAF of it!
Questions About the Employee Retention Credit? We’ve Got Answers.
American Rescue Plan for Governments: The Resources Available
Potential Proposals on the Horizon: It’s Time to Prepare Your Estate...
Strategic Use of ARP Government Funds for Long-Term Success
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Time to Pivot? How Your CPA Can Help You Adapt to...
Compliance Management System (CMS) – A Refresher
The Basics of Grantor Retained Annuity Trusts
Tax Considerations for Buyers Contemplating Mergers & Acquisitions
Taking a Fresh Look at Bankruptcy
IRS Clarifies Temporary 100% Deduction for Restaurant-Purchased Meals
Hired Any Recently Unemployed Workers? Let Them Know About New Exclusion...
Strategic Decision Making: Are You Taking Advantage of the Newly Expanded...
Rate Reform – Why is LIBOR Going Away, and What Will...
Clear Vision: Moving Your Business Forward with Confidence
Five Overlooked Tax Breaks for Contractors and Manufacturers
How Contractors Can Bridge the Age Gap
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IRS Provides Guidance on Cafeteria Plan Balance Carryovers
Updates to the AICPA’s SAS No. 134 through SAS No. 140
SSAE No. 21 – Direct Examination Engagements
Not-For-Profit Revenue Recognition
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How to Spot Three Common Tax Scams
Insurance Companies and the IRS: What’s on the Horizon?
The Anti-Money Laundering Act of 2020: An Overview
Federal Audit Clearinghouse Extended Submission Dates FAQs
When Can You Deduct Data Breach Costs?
Boost Your Cash Flow with Net Operating Loss Carrybacks
What’s Next for Hemp-Related Businesses?
Should You Convert Traditional IRA to Roth? Think Twice.
Making Intrafamily Loans with Intentionally Defective Grantor Trusts
The IRA: A Solid Estate Planning Tool in Times of Uncertainty
How MaaS Is Revolutionizing Manufacturing
Export Tax Incentives for Manufacturers
Meals & Entertainment
Credit Risk Management in an Unpredictable Environment
Insurance Companies and the IRS: A Downward Trend in Examinations
Exempt Organizations: IRS Issues Final Rules on 21% Excise Tax on...
Coloring Inside the Lines of Nonprofit Governance
How Does Your Industry Affect Your Cybersecurity Risk?
USDA Issues Final Rules on Hemp Production
Not-So-Safe Harbor? Navigating the QBI Rules for Rental Real Estate Businesses
Disasters Never Rest, Take Time to Plan for Recovery
Yes, Operational Planning Is Still Important
Does Your Home Office Qualify for a Tax Deduction?
Shutting Down a Business? Updated Resources Available from IRS
Lending Money to Family? Be Sure to Stay on the Right...
Updates to the Long-Anticipated Compliance Supplement Addendum
Preparing for Third-Party Payer Audits
Five Ways to Make Invoice Processing More Effective
Is It Time for Cloud Accounting?
Watching the Horizon: Do You Have the Data You Need to...
Key Factors that Drive Reimbursement in the PDPM Model
What’s Behind the Hype About Donor-Advised Funds?
Businesses Face Challenges When Expanding Their Remote Workforce
Helpful Tips for Completing Medicare Cost Reports
Technology Innovations Impacting the Insurance Industry
10 Anti-Fraud Recommendations for Community Associations
Don’t Sleep on CECL
Social Engineering Attacks: Considerations for SMBs
Smarter Giving: Four Things to Know When Considering Charitable Contributions
How Important is Compliance with Government Regulations to a Firm’s Accounting...
Contractors Should Take A Closer Look at Site-Level Profitability
Assembling an Effective Financial Team
PRF Requirements Summary
Prepare, Recover, Emerge Stronger: A Roadmap for Financial Perseverance in Times...
CARES Act and Provider Relief Fund Single Audit
Back to Profitability: How Small Businesses Can Emerge Stronger from Crisis
Virtual Meetings: Tips for Choosing the Right Technology and Conducting a...
Calculating Your Business Interruption Loss
Maintaining Financial Controls in a Disrupted, Remote-Work Environment
How to Increase Your Chances of a Successful Financial Statement Audit
Healthcare Organizations: Are You Ready for New Revenue Recognition Rules?
Business Interruption Losses: Making an Insurance Claim
Cybersecurity Tips for Working From Home
Understanding the Basics of Business Interruption Claims
Stabilizing Your Business: Improvise, Adapt, Overcome
Government Entities: Plan, Protect, Adapt, Overcome
Make the Most Out of Your P&L
How to Arrange a Medical Practice Buy-Sell Agreement that Minimizes Disputes
Is a Captive Right for Your Organization?
Forensic Audits vs. Annual Audits: Taking a Proactive Approach to Protecting...
Automated Bank Reconciliation: An Instant Analysis for Your Business
Protected: 5 Reasons Business Owners Prefer Outsourced Accounting
Unique Compliance Aspects of Risk Retention Groups
Improve Manufacturing Company Profitability
What’s Your Company’s Cash Flow?
Record Retention Schedule
Preparing for a Single Audit: Understanding the Requirements
A Grant Overview
Understanding Your Responsibilities Within Service Organizations
When Does a Hobby Become a Business?
Make Digital Assets Part of Your Estate Plan
What You Need to Know About the Home Office Deduction
Keeping a Close Eye on Medicare Fraud
Privacy Policies and Data Security Keep Contributions Flowing for Not-for-Profit Organizations
8 Action Steps for Avoiding Nonprofit Online Presence Tax Traps
Impressing Donors with Nonprofit Financial Information
Two Types of Government Termination Benefits
The Growing Threat of Cyberattacks in Manufacturing and How to Prevent...
Is Your Manufacturing Business Ready for the New Revenue Recognition Standard?
A Blueprint for Nonprofit Revenue Recognition Implementation
Qualified Opportunity Zones: A Resource Guide
Living in a Post-Wayfair World
Citizen Centric Governmental Reporting
Municipal Bond Arbitrage, Billy Ray Valentine, and What They Have in...
Disaster Recovery: Protect Your Assets With the Right Insurance
Don’t Let These 7 Tax Terms Scare You
Three Actions to Help Improve Your Collections Process
Acknowledgments of Nonprofit Donations
UPMIFA – That’s Not a Text
Balance Sheet Reconciliations: Focus on Internal Controls
Charitable Donation Documentation: 6 Answers to Know
Closing a Nonprofit Organization
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Transfer Pricing and Not-For-Profits (UBIT)
Why Fair Value is Becoming a Popular “Celebrity” in the Accounting...
Use a Governmental Performance Audit to See If You Measure Up
Risk Management: Avoiding Crisis & Staying Afloat
Using Internal Controls to Keep a Record of Your Inventory: Storing...
4 Things the IRS Looks for in a Federal Tax-Exempt Application
Using Nonprofit Financial Statements for Future Planning
Implementing Nonprofit ERM Strategies
3 Common Questions & Answers: Nonprofit Audit Committee
Love, Marriage, and Uncle Sam: How Getting Married Affects Your Taxes
7 Benefits of Outsourcing a Not-for-Profit Organization’s Essential Bookkeeping and Payroll...
Tax Planning Reasons to Potentially Establish a Private Foundation
Manufacturing Product Costing
Financial Statement Preparation: 4 Steps to Power Up Business Performance Tracking
What to Consider When Deciding Between a Calendar Year and a...
Best Practices for Nonprofit Volunteer Management
Captive Insurance Overview: Healthcare Provider Industry Highlights
Restructuring Organizations Through Tax-Free Business Splits
Taking a Bite Out of Payroll Taxes
Anti-Money Laundering (AML) Implications of Human Trafficking
How Manufacturers Should Account for Excess Capacity
3 Questions to Find the Balance of a Seasonal Product Cycle
Opportunity Zones: Open for Business
What is a Governmental Component Unit?
4 Steps on the Path to Timely Payments
Understanding the Management’s Discussion and Analysis (MD&A) Disclosure
The Evolution of the Bank Secrecy Act
Business Valuation Can Avoid a Merry-Go-Round During Divorce Proceedings
The Continued Importance of Risk Assessment for Financial Institutions
The Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Audit Revisited
Opportunity Zones are Knocking: Should You Answer?
It’s Time to Review and Update Your Partnership Agreement
Using Internal Controls to Keep a Record of Your Inventory: Costing...
Clear Reliable Insights: GASB 87
How to Manage Supplier Costs and Keep Your Business Balanced
3 Ways Public Companies Can Iron Out SEC Audit Processes
Travel Guide for Your Start-Up’s Journey to Success
How to Become the Boss of Your Digital Assets
Steering Clear of Bookkeeper Liability Hazards
Will Your Cybersecurity Defense System Protect Your Organization?
“Yours, Mine, or Ours?”: Identifying and Valuing Marital Property
One Taxing Situation: South Dakota vs. Wayfair, Inc
IRS Correspondence Letter: Your New Pen Pal the IRS
Is Your Bank’s Audit Committee Reaching the Summit of their Potential?
Will Your Cost Segregation Methodology Hold Water With the IRS?
Understanding Terms Found in Common Business Interruption Policies
Business Interruption Claims Can Prevent the Unexpected
How the SEC Bridges the Divide Between GAAP and Non-GAAP Financial...
An Origin Story About Captives
Sail Smoothly Through Those Saving or Shredding Decisions
The Opportunities of Effective Risk Management
How the Pooling Method Can Help Bring Your Property Value to...
Why Strong Internal Controls Are Necessary for a Healthy Business
Avoid the Punch of Ransomware
Protected: 4 Business Seasons When You Should Consider a Virtual CFO...
Whaling Cyberattacks: What You Need to Know
How to Maximize Business Sale and Successfully Exit
4 Simple Solutions to Improve Financial Reporting Timeliness without Breaking the...
8 Steps for Cleaning Up a Tax Return Identity Theft Train...
Unearthing Occupational Fraud in Your Business
Life Insurance Tax Strategies: Maximizing this Multi-Use Tool
Watch for These 3 Signs of Employee Fraud
CRI Niceville AROUND TOWN
Northwest Florida State College 2022 Annual Tax Workshop
On December 1st, 2022, CRI Partner Heather Jourdan presented at Northwest Florida State College 2022 Annual Tax Workshop in Niceville, Fl. Heather taught various topics over a two-day class to local tax practitioners for purposes of providing updates and CPE.
Niceville Chamber of Commerce
On January 11th, 2023, CRI Partner Taylor Jackson presented at the Chamber of Commerce - Second Wednesday Breakfast in Niceville, FL. Taylor informed local business decision-makers on the concepts of occupational fraud, fraud mitigation, and fraud detection.