2024 Year-End Tax Planning for Businesses: Strategize, Optimize, Maximize
In the face of an ever-changing tax landscape, strategic planning is more vital than ever. CRI’s Year-End Tax Planning webinars provide valuable insights for taxpayers as they navigate the complexities, obstacles, and tax policy changes that the 2024 tax year brings to the table. Reducing penalties, maximizing available funds, ensuring compliance, and making the most of potential aid and deductions are the name of the game this planning season. Join us for these live events as CRI tax partners Kelly Littleton and Dan Shuey guide you through evolving tax law updates, tried and true planning strategies, and other best practices to make this filing season the smoothest possible for your business or organization.
Relevant insights
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2024 Year-End Tax Planning for Businesses: Strategize, Optimize, Maximize
2024 Year-End Tax Planning for Individuals & Families: Strategize, Optimize, Maximize
How the Internet Mystifies the Taxability of Qualified Sponsorship Payments
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2024 Mid-Year Tax Planning Checklist for Individuals
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Summertime Activities That Can Yield Tax Savings
Small Business Compliance: Are You Sticking to the Law?
Navigating the Asset vs. Stock Decision for S Corporations
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Boost Your Bottom Line by Understanding Your Internal Audit*
When E-Commerce Sellers Would Benefit from Hiring an Accountant
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Maximizing Estate and Gift Tax Strategies
Maximize Business Value with Solid Succession Planning
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Tax Strategies for Special Needs Families
New IRS and Treasury Guidance Targets Basis Shifting Transactions in Partnerships
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Employee Retention Credits: They Aren’t Dead for 2021 Yet!
Start From the T.O.P Down: Ways You Can Improve Your Organization’s...
U.S. Federal Tax Matters for Foreign Nationals
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Federal Tax Credits and Deductions for Family Caregivers
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Understanding the Nuances: Traditional Non-Profits vs. Private Foundations
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FTC Issues Ban on Noncompete Clauses
S5:E3 – Local Government Opioid Settlement Accounting
Tax Planning and Compliance for Managing a Foundation
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Tennessee Assembly Passes Bill to Eliminate Franchise Tax Property Base
The Impact of an ESG Policy: How to Get Started
Strategic Financial Planning for Small Businesses in 2024
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Avoid the Shock of a Surprise Tax Bill
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What Is Internal Audit* and Can It Benefit Your Organization?
Don’t Jeopardize Your S Corporation Status
The Critical Role of SOC Reports in Nonprofit Operations
Treasury Urges Congress to Settle 831(b) Captives Issue
Federal Deposit Insurance Corporation Improvement Act (FDICIA) Requirements
Understanding the New Employee vs. Independent Contractor Classifications
Inheritance Unplanned: The Unexpected Impact of Taxes on Families
How Should School Districts Report Charter Schools?
Are Charter Schools Component Units?
IRS Continues Pursuit of 831(b) Micro-captives in Tax Court Wins
The Importance of Diversifying Your Customer Base
Are Your Social Security Benefits Subject to IRS Taxation?
From Red Carpets to Tax Returns: The Versatile Roles of Accounting...
Pooled Income Funds Benefit Both Donor and Charity
Understanding the Implications of the House Committee’s Tax-Exempt Review
How Have Fraud Risks Changed?
5 Things to Remember About Substantiating Charitable Donations
Stay Vigilant to Reduce the Risk of Occupational Fraud
Crafting an Effective Nonprofit Document Retention Strategy
Ensuring Financial Integrity in Church Operations
Nine Questions About GASB Statement 102 on Risk Disclosures
State Tax Considerations for Insurance Companies
How to Be Prepared With a Business Continuity Plan
Real-Time Results: How Dashboards Can Help You Move Your Small Business...
Key Discount Factors for 2023 Unpaid Losses in Insurance Companies
Fundamentals of Business Valuation: The Income Approach
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Optimizing Tax Benefits in Multi-Family Properties with Cost Segregation
Fundamentals of Business Valuation: The Asset Approach
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New Beneficial Ownership Reporting Rules for Small Business
More Tips for Translating GASB Standards into English
Recent IRS Update: Postponement of Form 1099-K Reporting Threshold
Key Insights for Employers on the Employee Retention Credit
Adapting to the IRS’s Electronic Filing Requirements
Faithful Finances: Crafting Credit Card Policies for Religious Organizations
Understanding the Hospitality Industry Audit* Process
Tax Implications of Debt and Equity Financing
Ensuring Franchise Success through Accounting Expertise
Tax Alert: IRS Releases 2024 Inflation Adjustment
How Does Industry Affect Fraud Risk?
You, Too, Can Set Accounting Standards
Networking for a Cause: Utilizing LinkedIn for Nonprofit Success
Cost-Effective Fraud Protection
AR-C Section 70: When It’s Relevant and How to Apply It
The Role of Maquiladoras in Mexico and Global Manufacturing
Understanding the New FASB Tax Disclosure Requirements
Balancing Faith and Finance: A Guide to Budgeting and Cash Management
Digital Privacy and the GDPR: Why You Should Pay Attention Now
Exploring the Benefits of Ministerial Compensation
Have You Completed These 5 Year-End Financial Planning Tasks?
The Pitfalls of Underbidding Projects
Strategies to Manage College Expenses for Multiple Children
Back to Square One: Six Questions About GASB’s Financial Reporting Model...
Security Implications of a Remote Work Environment
The Evolving Landscape of Cryptocurrency Taxation
Step by Step: Stay Resilient with a Crisis Planning Checklist
IRS Alert: Update on ERC Claims
Understanding 1031 Exchange Transactions: A Strategic Move for Savvy Investors
Unraveling Transfer Pricing Rules in Mexico
Contractors Can Remain Profitable in a Down Market
Returning to Student Loan Payments: Ensuring Financial and Tax Compliance
Cybercrime and Religious Institutions: A Wake-Up Call for the Faithful
Five Steps to Elevate Self Pay Patient Collections in Medical Practices
5 Exercises to Rehabilitate Retirement Funds
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Decoding Unrelated Business Income Tax
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With a Little Help From the GASB: Implementation Guides
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The Fine Line Between Nonprofit Lobbying and Advocacy
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Tax Implications of Moving Abroad
Tax Concerns for Self-Employed Individuals
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Surviving Small Business Failure and Preparing for Future Success
Navigating Regulations in Government-Funded Projects
Adapting to the New IRS Electronic Filing Requirement for Businesses
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Using GASB Standards to Account for Opioid Settlements
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Sustainable Cost Management Strategies for Non-profits in Today’s Economic Challenges
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The Importance of Conducting a Valuation of Your Small Business
ORSA Requirements Help Insure a Comprehensive Understanding of Risks and Solvency
Revenue Recognition Implementation for Common Interest Realty Associations
Tribal Governments: Creating a Culture of Fraud Prevention
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Nonprofit & Governmental Healthcare Entities: Be Prepared to Justify Executive Pay
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How a Potential Non-Compete Clause Ban Stands to Impact Employers
It Figures Podcast: S4:E8 – The Who, What, Where, and Why...
What You Need to Know About the Mississippi Pass-Through-Entity Election
Business Interruption: Planning Your Next Steps and Setting Expectations
It Figures Podcast: S4:E7 – Cost Segregation and Other Engineered Tax...
How Does Subscription Term Differ From Maximum Possible Term?
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Inflation Is Redefining Private Equity’s Perception of Value
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GASB Statement 94: Decoding P3s, SCAs, and APAs
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Bonus Depreciation or Section 179: What’s The Right Choice for You?
Everyday Tax Return Items That Can Trigger an Audit
What Is The Roth IRA 5-Year Rule?
Avoid These Tax Traps in Retirement
Great News (Potentially) For 2022 Partnership Tax Return Filings
ABLE Accounts: A valuable financial solution for people with disabilities
S1:E16 – When You Suspect Fraud: The Story of the Million...
Hop on the Omnibus: GASB Statement 99
Escalation Clause: Protect Your Bottom Line
Nursing Home Financial Reporting Bill in FL
Protected: Top Reasons Not to Hire a Full-Time CFO
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Understanding Your Accountant’s Language
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Should Your HITRUST CSF Assessor Be an Accounting Firm?
The 411 on Student Loan Forgiveness
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
Are Your Notes Turning Into Zombies?
Changes Reporting Gifts-in-Kind
The Arm’s Length Principle: The Rays of Transfer Pricing Adjustments
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Retirement on the Horizon? Make Tax Planning a Priority
R&D Tax Credit Offers Tax Savings for the Cannabis Industry
How to Use Real-Time Financial Data to Improve Your Cash Flow...
It’s Too Early for CECL Fatigue
Keeping the Business in Family Business
Employee Versus Contractor: A Crucial Distinction for Every Organization
Bolster Cash Flow With a Cost Segregation Lookback Study
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Local Governments & The Final Rule: Coronavirus State and Local Fiscal...
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Knowing When to Claim Social Security
Manufacturing Inventory Accuracy Counts
3 Benefits of Creating a Captive Insurance Company
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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?
Setting Nonprofit Executive Compensation
Promises to Give: Not-for-Profit Accounting Primer
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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
Managing ESG Risks in the Oil and Gas Industry
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Going Concern Issues for Nonprofits
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Safeguard Your Assets During a Divorce — Before You Get Married
Differences in Public Charities and Private Foundations
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3 Grant Writing Tips to Help Not-For-Profit Organizations
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New Guidance on Gifts In-Kind for Non-Profit Entities
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Captive Insurance Taxation
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A Look at Internal Controls and Processes for Evaluating Vendors
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Moving to a New State? Don’t Make These Tax Mistakes
Coronavirus Relief Funds – Getting Ready for Your Single Audit*
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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
IRS Notice Provides Guidance to Employee Retention Credit and the Paycheck...
Time to Pivot? How Your Advisor Can Help You Adapt to...
Compliance Management System (CMS) – A Refresher
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A Grant Overview
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When Does a Hobby Become a Business?
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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
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Impressing Donors with Nonprofit Financial Information
Two Types of Government Termination Benefits
The Growing Threat of Cyberattacks in Manufacturing and How to Prevent...
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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
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Captive Insurance Overview: Healthcare Provider Industry Highlights
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Anti-Money Laundering (AML) Implications of Human Trafficking
How Manufacturers Should Account for Excess Capacity
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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
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