Tampa
4010 West Boy Scout Blvd
Ste 475
Tampa, FL 33607
813.855.3036
CRI Tampa Bay is deeply committed to serving our local communities.
This commitment is highlighted by the board involvement of our partners and staff. Currently, we have representation on the following boards: Area Agency on Aging of Pasco-Pinellas, CASA, Children's Home Society - Suncoast Region, Clearwater Bar Association Foundation, Clearwater Free Clinic, Creative Pinellas, Dunedin Fine Arts Center, Florida Holocaust Museum, Heritage, History and Hope Foundation, Pinellas Community Foundation, Pinellas Estate Planning Council, Professional Fiduciary Council of Florida, Suncoast Housing Connections, and Tampa Bay Women's CPAs.
CRI Insights
Big Changes to Section 529 Plans
Year-End Actions for Businesses Facing the 2025 Tax Cliff
Preparing for the 2025 Tax Cliff: Key Impacts and How Businesses...
Year-End Strategies for Business Travel Deductions
How to Make the Most of the Home Sale Gain Exclusion
Five Key Tax Planning Principles for High-Net-Worth Individuals and Families
IRS Increases Special Per Diem Rates for Travel Expenses
Beneficial Ownership Reporting FAQs
IRS Provides Tax Relief for Hurricane Helene Victims
What Employers Need to Know About Voting Day
QuickBooks Online Payroll – Important Changes to Automated Tax Withdrawals
It Figures Podcast: S5:E4 – Accountant Pathways to Certification
DOL Ruling: New Salary Threshold for Overtime Eligibility
Understanding the New 10-Year Rule for Retirement Withdrawals
Five Steps to Prepare a Disaster Plan for Your Business
How to Protect Yourself from Tax Identity Theft
Financial Resilience in the Face of Disasters for Older Adults
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
Ready to Start the Business Valuation Process? Here’s What to Expect
Is It Time for a Reserve Analysis for Your Community Association?
Buying or Selling a Company? Consider Tax Implications of Asset vs....
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
Four Must-Have Features When Selecting an Auditor*
Why Do M&A Transactions Fail?
Bracing for Disaster? Prepare to Deduct Casualty Losses
Boost Your Bottom Line by Understanding Your Internal Audit*
When E-Commerce Sellers Would Benefit from Hiring an Accountant
Time Is Ticking on Business Valuation for Estate Planning
CECL: It’s Not Just About Financial Institutions
Maximizing Estate and Gift Tax Strategies
Maximize Business Value with Solid Succession Planning
The Basics of Spousal Lifetime Access Trusts
How to Develop a Cyberattack Recovery Plan
Natural Disasters Can Affect Your Financial Statement, Too
Tax Strategies for Special Needs Families
New IRS and Treasury Guidance Targets Basis Shifting Transactions in Partnerships
What Role Does Life Insurance Play in Estate Planning?
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
Social Engineering Attacks: Considerations for SMBs
Deadline Approaching: All QuickBooks Desktop Required to Upgrade to Subscription Model...
Federal Tax Credits and Deductions for Family Caregivers
Act Now Before the TCJA Estate and Gift Tax Exclusion Sunsets
Understanding the Nuances: Traditional Non-Profits vs. Private Foundations
Excise Tax for Non-Profit Leaders: Understanding Penalties & Compliance
Succession Planning for Contractors: Necessary Strategies for a Smooth Transition
Crafting a Strategic and Compliant Grantmaking Plan for Private Foundations
FTC Issues Ban on Noncompete Clauses
S5:E3 – Local Government Opioid Settlement Accounting
Tax Planning and Compliance for Managing a Foundation
3 Governance Policies Every Business Should Have in Writing
Make Better Business Decisions with Financial Modeling
S5:E2 – Municipal Bond Underwriting: What’s It All About?
The Essential Role of Cost Reporting in Hospital Financial Management and...
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
Harvesting Value: The Role of Bonus Depreciation in Enhancing Agricultural Investments
BSA/AML Model Validation: Understanding Expectations and Balancing Reality
At Long Last, GASB Approves Financial Reporting Model Improvements
GASB Statement 100: Clarity for Accounting Changes and Error Corrections
Getting From Here To There: New GASB Language for Effective Dates...
To Lobby or Not to Lobby: Understanding Your Association’s Rights
Taxable Advertising or Nontaxable Sponsorship?
After the Standards: A Guide to Everything Else in a GASB...
Enhance Your Technology Tool Kit for Improved Productivity
Essential Governance Policies for Effective Associations
Avoid the Shock of a Surprise Tax Bill
It Figures Podcast: S5:E1 – CECL Lessons Learned and Opportunities Ahead
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
Have You Had Your Fraud Checkup?
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...
Form 6 for Florida Elected Officials & Candidates: What To Know...
Key Discount Factors for 2023 Unpaid Losses in Insurance Companies
Fundamentals of Business Valuation: The Income Approach
Fundamentals of Business Valuation: The Market Approach
Optimizing Tax Benefits in Multi-Family Properties with Cost Segregation
Fundamentals of Business Valuation: The Asset Approach
IRS Issues Standard Mileage Rates for 2024
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
Don’t Get Ready for Fiscal Year-End. Stay Ready.
Key Insights for Employers on the Employee Retention Credit
Adapting to the IRS’s Electronic Filing Requirements
Help Your Business Finish Strong with These 10 Year-End Tasks
Faithful Finances: Crafting Credit Card Policies for Religious Organizations
Understanding the Hospitality Industry Audit* Process
5 Savvy Black Friday Shopping Tips to Put In Your Bag
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
Financial Impact of the Affordable Connectivity Program
Decoding Unrelated Business Income Tax
The Roadmap to a Successful Sale: Understanding the Phases of Selling...
With a Little Help From the GASB: Implementation Guides
Start Now to Comply with New Medicare Cost Report Rules
How to Properly Organize Your Tax Records
Form 990 Marketing: Spotlight Your Nonprofit’s Efforts and Achievements
Embedded Leases and Their Impact on Non-Profits
IRS Proposed Regulations on Micro-Captive Transactions
Deferrals from the Perspective of the User of Government Financial Statements
The Fine Line Between Nonprofit Lobbying and Advocacy
The Evolution of Healthcare Finance, Post-Pandemic
It Figures Podcast: S4:E19 – The Financial Data Transparency Act
Has Your Partnership or S Corporation Met the August 15 Notice...
Differentiating Between Independent Contractors and Employees
Transmittal 18: Critical Changes and Best Practices for Cost Reporting in...
It Figures Podcast: S4:E18 – Out with TDRs and in with...
After the Transaction: Look Here to Unlock Value in Post-Merger Integration
Building Your Ideal Captive Board
It Figures Podcast: S4:E17 – Medical Staffing Crisis
Drafting a Business Continuity Plan (BCP)
New Businesses Face Challenges When Proving Damages Based on Lost Profits
Beyond Compliance: Prioritizing Donor Data Privacy in the Non-Profit Sector
Planning for Possible Workforce Reductions
It Figures Podcast: S4:E16 – What Talent Really Wants
Tax Implications of Moving Abroad
Tax Concerns for Self-Employed Individuals
It Figures Podcast: S4:E15 – Current Trends in Mergers and Acquisitions
Contractors Need To Juice Up Working Capital in Volatile Times
It Figures Podcast: S4:E14 – Demystifying Deferrals
Litigation Support: Hire Forensic Accountants Earlier to Build a Stronger Case
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
Six Common Nonprofit IRS Audit Triggers
Using GASB Standards to Account for Opioid Settlements
Accounting 101: Debit and Credits
It Figures Podcast: S4:E13 – Successful Transfer and Succession
It Figures Podcast: S4:E12 – Credit Risk Management in a Potential...
Standing in the Way of Construction Fraud
A Quality of Earnings Report Offers Key Insights for Parties Considering...
Navigating the Challenges of Global Supply Chain Disruptions
How to Reduce Your Hospital’s Compliance Risk with a Payroll Plan
It Figures Podcast: S4:E11 – Labor Market Changes and Effects
GARS: What It Is and Why You Should Be Using It
Sustainable Cost Management Strategies for Non-profits in Today’s Economic Challenges
It Figures Podcast: S4:E10 – A Guide to Employee and Workforce...
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
It Figures Podcast: S4:E9 – FDICIA Transition for Community Banks
Nonprofit & Governmental Healthcare Entities: Be Prepared to Justify Executive Pay
Why Filing a Tax Extension Can Be a Smart Move
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?
It Figures Podcast: S4:E6 – The Ins and Outs of Airbnb...
Inflation Is Redefining Private Equity’s Perception of Value
Tax Preparers: The Hero Your Company Needs!
Spring Cleaning Now Improves Business Performance All Year
It Figures Podcast: S4:E5 – SECURE 2.0 & The Impact of...
Implementing the New Leasing Standards for Contractor Financial Statements
CMS is Serious About Hospital Price Transparency
The Global Internal Audit Standards Are Coming; Is Your Organization Ready?
It Figures Podcast: S4:E4 – The Art and Science of a...
What Does the End of the Public Health Emergency Mean?
It Figures Podcast: S4:E3 SECURE 2.0 & The Impact on Individual...
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
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?
Avoiding Improper Employee Retention Credit Claims
What To Consider When Creating a For-Profit Subsidiary
3 Reasons to Differentiate Between Controllable and Non-Controllable Costs
The New Lease Accounting Standard Is Here — Is Your Healthcare...
Spotlight on Controls and Internal Audit Departments
Building an Effective Nonprofit Audit* Committee
2022 Partnership Instructions for Schedules K-2 and K-3
Lease Term vs. Maximum Possible Term
Nonprofit Considerations When Creating a Chart of Accounts
How the SEC Bridges the Divide between GAAP and Non-GAAP Financial...
Top 1099 Tips for Law Firms
The Ins and Outs of Physician Compensation Models
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?
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
It Figures Podcast: S3:E13 – An Inside Look at The GASB
All GASB Statements Are Not Created Equal
IRS Extends Federal Tax Filing Deadline for Hurricane Ian Victims in...
The Infrastructure Investment and Jobs Act: Why to Expect a Marathon,...
Five Things to Know About the New Accounting For Paid Leave
Communicating with Your Advisor: A How-To Guide
Understanding Your Accountant’s Language
It Figures Podcast: S3:E12 – Lease Accounting is for EVERYONE
Protecting Your Company Against Executive Impersonation Fraud
How to Implement Internal Controls in Small to Medium-Sized Nonprofits
It Figures Podcast: S3:E11 – CentraLease | GASB & FASB Lease...
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
Understanding the Benefits of Engaging in a NIST CSF Assessment
Are Your Notes Turning Into Zombies?
Changes Reporting Gifts-in-Kind
The Arm’s Length Principle: The Rays of Transfer Pricing Adjustments
It Figures Podcast: S3:E9 – Shape Your Future: Internships
It Figures Podcast: S3:E8 – Understanding Inclusion & Diversity in the...
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
Is Your Rental Real Estate a Business?
Solving the Hardship Withdrawal Program Administration Puzzle
Local Governments & The Final Rule: Coronavirus State and Local Fiscal...
It Figures Podcast: S3:E7 – The Transaction Timeline: The 5 Stages...
What is Section 1071, and Why is it Important for Your...
5 Tips for Lessening Stress with Nonprofit Audit* Preparation
Knowing When to Claim Social Security
Manufacturing Inventory Accuracy Counts
3 Benefits of Creating a Captive Insurance Company
It Figures Podcast: S3:E6 – Common ACFR Errors
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?
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
Managing ESG Risks in the Oil and Gas Industry
It Figures Podcast: S3:E4 – SSAE No. 21 | Direct Examination...
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 Advisor
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?
Cybersecurity Trend to Watch in 2021: Cyber Supply Chain Risk
Outsourced Accounting Reference Guide: How Collaborating Can Help You Reach Your...
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.
Federal American Rescue Plan Act of 2021 (ARPA)
It Figures Podcast: S2:E15 – Insurance Compliance and Regulatory Examination Process...
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
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
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...
Five Overlooked Tax Breaks for Contractors and Manufacturers
How Contractors Can Bridge the Age Gap
Why Profits Do Not Always Lead to a Positive Cash Flow...
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
Now or Later? Weighing 15-year Depreciation vs. 100% Bonus Depreciation for...
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
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
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
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
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*
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 vs. Annual Audits*: Taking a Proactive Approach to Protecting Your...
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?
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
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
For Strong Data Security, Give Your Employees Some Backup
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...
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 Tampa AROUND TOWN
USF Small & Diverse Business Symposium
On October 27th, 2023, CRI Partner Catherine Haug presented at the USF Small & Diverse Business Symposium at Tampa Bay, Florida. The presentation: "What do I need to know about Business Taxes," was a 1-hour workshop presentation focused on business taxes to the public, small, and diverse businesses.
FASBO/FRMA Conference
CRI Partners David Alvarez and Yvonne Clayborne spoke on tips and tricks for preparing an accurate and timely Annual Comprehensive Annual Report at the annual FASBO/FRMA Conference on October 25, 2022.
2022 November FSFOA Conference
CRI Partners David Alvarez and Ben Kincaid presented on Government Fraud, Waste, and Abuse at the bi-annual Florida School Finance Officers Association Conference on November 14, 2022.
Cutting Edge Conversations on Charitable Giving
CRI Partner Ryan Hayden spoke on behalf of CRI at the Morton Plant Mease Health Care Foundation's panel for charitable giving. This presentation specifically focused on charitable giving from the perspective of local leaders practicing in wealth management and financial planning, law, tax planning and consulting, and charitable development.
Florida Association of School Business Officials 2021 Conference
CRI Partners David Alvarez and April Shuping presented at the 2021 Florida Association of School Business Officials (FASBO) Conference on October 12, 2021. This presentation covered the “CARES Act: How to Account for it and How to Pass the Single Audit.”
FASBO Conference – CARES Act Lessons Learned and Single Audit Concerns
CRI Partner April Shuping joined the Florida Association of School Business Officials (FASBO) conference for a two-hour CPE presentation in partnership with CRI Partner David Alvarez.