CRI Financial Institutions Partner Chris Cain will be presenting at the Jack Henry & Associates Gulf State User Group Spring Conference at Perdido Beach Resort of Orange Beach, AL tomorrow May 11, 2021 at 8:15 a.m. This session will outline recent updates in the cannabis, hemp & marijuana banking environment including the latest Federal and State of [...]
Greg Crabtree, a partner at CRI, was featured on The Growth Manifesto Podcast on April 22, 2021. The episode entitled "How Entrepreneurs Can Scale Smartly and Profitably," focuses on scaling businesses with intelligent and planned decision making processes as well as profit motivated opportunities.
CRI Partner and author of the "Simple Numbers" book series, Greg Crabtree, recently co-hosted a webinar entitled "Rules for Smart Scaling." This webinar demystifies how to value your business as an investment and teaches two key financial levers: profitability and capitalization.
CRI Partner Bill Dukes recently guest starred on The Exit Exchange podcast co-hosted by David Shavzin and Bob Tankesley. Bill's discussion and involvement in the podcast revolved around the current tax landscape for small businesses and business owners.
CRI Partner Frank Mason recently presented at the monthly Gainesville Chamber Lunch & Learn on April 21, 2021. His discussion highlighted CRI's services, industry specialties, as well as CRI's family of portfolio companies. He discussed Paywerx in-depth and provided info on the service offerings and opportunities.
CRI HUNTSVILLE – Mike Maxson: Simple Numbers | L.E.A.D. – A Guide to Effective One-On-One Coaching Meetings
CRI Partner Mike Maxson recently presented along side the Simple Numbers team on April 6, 2021 to a group of clients and individuals looking to further their knowledge of business-related financials. This specific presentation dove into the important and often untold aspects of leadership and the development of key team members in the workplace.
CRI PANAMA CITY – Ann Marie Sale & Christy Cardillo: Shumaker Chamber Univ. – Employee Retention Credit
Join CRI Partners Ann Marie Sale and Christy Cardillo for a free webinar on April 29, 2021 on the Employee Retention Credit. Participants will learn how to take advantage of this additional CARES Act benefit available to eligible businesses as reimbursement for "qualifying wages."
Recently, CRI Partner Doug Mims and Jim Pihera, Director of ERM for Atlantic Capital Bank provided an overview of how Enterprise Risk Management (ERM) works in practice and the associated role of internal audit for Kennesaw State University students. The presentation included a real world example of the structure and function of ERM at Atlantic Capital [...]
CRI GAINESVILLE – Frank Mason: Chamber Lunch & Learn – Microsoft Teams: So Much More Than Instant Messaging
On March 17, 2021, CRI Partner Frank Mason spoke to the members of the Greater Gainesville Chamber on the importance of Microsoft Teams in the workplace. Throughout his presentation, Frank outlined the various industry specialty areas, service lines, portfolio companies, and other information about CRI.
CRI HUNTSVILLE – Greg Crabtree: The Secret to Business Growth Is Building Up Financial Strength | Podcast
CRI Partner Greg Crabtree recently spoke on March 17, 2021, on the "You're Doing it Wrong" podcast hosted by Mark Henderson Leary. In this discussion about profitability and growth, Greg talks about finding the correct amount of capital needed for a business, learning how to protect your business' money, adjusting marketing efforts to increase sales, [...]
CRI BRADENTON/PANAMA CITY – Christy Cardillo/Ann Marie Sale: The Employee Retention Credit: Is it Right for Your Business?
CRI Partners Christy Cardillo and Ann Marie Sale will be dually presenting a virtual webinar relating to the Employee Retention Credit (ERC) on April 29, 2021 for Shumaker Chamber University of Sarasota, FL. This presentation will dive into what qualifies your business for the ERC and how to take advantage of this CARES Act benefit [...]
CRI Partner Greg Crabtree recently spoke to the Toronto Entrepreneurs' Organization focusing on organizational finance. This discussion shows you how to use your firm’s key financial indicators as a basis for smart business decisions as you grow your firm from start-up to $5 million (and more) in annual revenue.
CRI Partner Steve Wheeler recently provided input on the 2020 tax filing situation to The Public Radio Service of Western Kentucky University. Steve said "For those individuals who have received unemployment benefits for a substantial part of 2020, they will have to report that as taxable income and unfortunately, unless they had taxes withheld, there [...]
CRI Partner Mike Maxson recently provided assistance on the Simple Numbers webinar hosted February 9, 2021. This webinar provides attendees with a fundamental understanding of how to take control over your retirement account with a Self-Directed IRA and learn the Do’s and Don’ts of redirecting your money exactly where you want on a tax-favored basis.
CRI Panama City – Ann Marie Sale/Christy Cardillo: Learn About Employee Retention Tax Credit for Your Business
CRI Partners Ann Marie Sale and Christy Cardillo will be presenting new information to the Manatee Chamber of Commerce on February 25, 2020 via virtual webinar. This webinar presentation will cover eligibility for the Employee Retention Tax Credit which has been expanded into 2021. Participants will hear from experts on how to take advantage of this additional [...]
CRI Senior Accountant Sammie Parsley recently released an article on TaxNotes where he examines the return preparation and tax consulting segment of the top 20 U.S. public accounting firms (excluding the Big Four) using a strategic framework combined with personal experience and interviews with individuals from two leading firms. Sammie is a part-time doctoral student resident at [...]
CRI Partner Matthew Gold was featured on NBC5 Dallas-Fort Worth as a contributor for local tax guidance regarding the COVID-19 pandemic's effect on taxpayers' 2020 financial situations. Matthew's advice spoke towards a more historical viewpoint of how to tackle these financial challenges; "We do what Americans have been doing since we broke away from the [...]
Recently, CRI Partners Kris Hoffman and Michael Maddox provided guidance on the submission of 2020 tax returns to WTVY News of Dothan, Alabama. Their advice is in relation to the numerous stimulus relief packages taxpayers have had the opportunity of accessing this year as part of COVID-19 relief. The addition of these relief packages to the [...]
CRI Partner Heather Jourdan spoke to the Niceville-Valparaiso Chamber of Commerce on January 13, 2021. The monthly breakfast allowed Heather to speak about the new Paycheck Protection Program round two qualifications and application process.
CRI Partner Chad Singletary will be providing guidance on how organizations can benefit from the Coronavirus Response and Relief Supplemental Appropriations Act during a webinar on January 25, 2021. This presentation will detail the more than $900 billion in emergency assistance for individuals, families, nonprofits and businesses impacted by the COVID pandemic.