Trust, Estate & Gift Planning
Make long-term wealth and legacy preservation success a reality with CRI’s Estate, Trust, and Gift Planning services.
CRI’s comprehensive tax and trust, estate, and gift planning strategies provide a means for you to preserve your family’s wealth and legacy for present and future generations. Our broad-spectrum approach to planning means that our teams of varied expertise work together to help seal your legacy while minimizing your tax burden, employing trusts as a means of asset protection and wealth transfer, planning your philanthropic activities, and preparation of all your essential tax returns. Partnering with an experienced and proactive team like CRI can help achieve all of your family’s long-term wealth and legacy preservation goals.
Spring Cleaning Now Improves Business Performance All Year
As the spring season arrives, it presents an ideal opportunity for small business owners to prepare for filing their tax returns and adopt a proactive approach towards year-round business accounting.LEARN MORE
Learn more about where CRI professionals are speaking and sharing their expertise "Around Town."LEARN MORE
The Importance of Conducting a Valuation of Your Small Business
Whether you plan to pass it on to the next generation or sell it to the highest bidder, a thorough valuation might be in order. Learn about the types of valuations and how they vary.LEARN MORE
2023 GASB Update
Get up to speed on the latest state and local government accounting and financial reporting requirements of the Governmental Accounting Standards Board (GASB) by attending this instructive webinar hosted by CRI!VIEW RECORDING
It Figures S3:E7 – The Transaction Timeline: The 5 Stages of Selling Your Business
Tune in as CRI Capital Advisors’ Partners discuss the five stages of selling a business for maximum value. Listeners will learn everything from the discovery of premarket company value to the due diligence and closing processes.LISTEN NOW
25 Years of Client-Service, Respect & Integrity
CRI celebrates 25 years of consistent growth since our formation and development into a Top 25 CPA firm nationally.LEARN MORE
The 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 MORE
CRI & 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 MORE
GASB & 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 INFO
Trust, Estate & Gift Planning Insights
Checklist: Managing Your Loved One’s Estate
It Figures Podcast: S4:E7 – Cost Segregation and Other Engineered Tax...
Easy Estate Planning Tips for Everyone
Protect What Matters: Estate Planning in Uncertain Times
Estate Planning FAQ
Transfer Your Wealth Using a Dynasty Trust
Two Types of Charitable Trusts You Should Know About
Potential Proposals on the Horizon: It’s Time to Prepare Your Estate...
The Basics of Grantor Retained Annuity Trusts
What Role Does Life Insurance Play in Estate Planning?
The Basics of Spousal Lifetime Access Trusts
Making Intrafamily Loans with Intentionally Defective Grantor Trusts
The IRA: A Solid Estate Planning Tool in Times of Uncertainty
Smarter Giving: Four Things to Know When Considering Charitable Contributions