CRI HUNTSVILLE – Mike Maxson: Simple Numbers Roundtable: How to Calculate and Optimize Your Marketing Spend

CRI Partner Mike Maxson recently presented alongside the Simple Numbers team on June 1 , 2021 via zoom presentation. In this discussion, listeners will gain an understanding on how to leverage their marketing spend to generate leads and optimize digital platforms for conversion.

2021-06-16T15:54:22-05:00June 2nd, 2021|Uncategorized|

Paycheck Protection Program and Grant Programs – What Now?

As many organizations reach the end of the covered period for their Paycheck Protection Program (PPP) loans and contemplate the loan forgiveness process, it's crucial to identify usage of payroll and non-payroll expenses in the PPP forgiveness application. Businesses should begin to research a forgiveness strategy to avoid double-dipping with other federal and non-federal grant [...]

2020-12-14T13:19:18-06:00December 14th, 2020|Uncategorized|

EIDL Program To Get New Life

On April 24, 2020, the President signed a bill providing for expansion of the funding for various relief programs in the total amount of $484 billion. The legislation includes additional dollars for the heavily utilized Paycheck Protection Program, specific funding for hospitals and health care providers to cover coronavirus expenses and lost revenues, and adds [...]

2020-06-09T08:33:23-05:00April 23rd, 2020|CONSTRUCTION, COVID-19, SMALL BUSINESS, Uncategorized|

CRI: Thankfulness and Looking Ahead in the Midst of COVID-19

Clients and Friends, It’s no secret that COVID-19 has turned the world on its head. What most deemed a far-off possibility and something that only occurs on movie sets in Hollywood has come to be a part of our daily lives as Americans. Businesses, governments, families, schools—none of us are exempt from the impacts of [...]

2020-04-13T22:24:12-05:00April 13th, 2020|Uncategorized|

CRI: COVID-19 Update & New Resources

Clients and Friends, I hope this message finds you and your loved ones safe and healthy. As we continue to navigate this period of uncertainty in our country, both personally and professionally, we understand that being able to rely on long-trusted advisors can help ease your mind and position you in a proactive stance for [...]

2020-03-25T13:15:25-05:00March 24th, 2020|Uncategorized|

Understanding Tax Credits for Education Expenses

The Tax Code includes two credits that can help taxpayers reduce higher education costs: the American opportunity tax credit (AOTC) and the lifetime learning credit (LLC). You can claim both credits on the same return, but not for the same student or the same qualified expenses. The two credits have numerous characteristics in common, but [...]

2020-01-08T09:47:52-06:00January 8th, 2020|Uncategorized|

It’s Never Too Late: See How You Can Cut the Bill for Your 2019 Taxes

With the latest change of seasons, that means that filing your tax return is right around the corner and will require your full attention very soon. Although there were a number of tactical strategies proposed and utilized during the most recent tax filing season under the latest changes from the Tax Cuts and Jobs Act [...]

2020-01-22T16:35:12-06:00December 16th, 2019|INDIVIDUAL TAX, Uncategorized|

CRI ALBUQUERQUE – Alan “AJ” Bowers: Public Trust Advisors 2019 Public Finance Workshop

CRI Partner AJ Bowers is presenting at the Public Trust Advisors 2019 Public Finance Workshop on October 17, 2019, at the Hotel Parq Central. AJ's presentation will cover GASB 84, Fiduciary Activities. He will discuss the process for making the determination, provide examples of administrative and direct financial involvement, and review fiduciary fund types.

2019-10-08T17:56:00-05:00September 23rd, 2019|Around Town, Uncategorized|

CRI HOUSTON – Tram Nguyen: Certified Anti-Money Laundering Specialist (CAMS)

Carr, Riggs & Ingram Houston would like to congratulate Tram Nguyen on recently passing the Certified Anti-Money Laundering Specialist (CAMS) exam. We are proud to have you on the CRI team!

2021-01-13T09:59:02-06:00September 19th, 2019|Around Town, Uncategorized|

Ponzi Schemes: If It Sounds Too Good To Be True, It Probably Is

No matter how many times innocent people become victims to Ponzi schemes, it continues to happen both with alarming regularity and extraordinary costs. What are Ponzi Schemes? Ponzi schemes first evolved when Charles Ponzi began enticing innocent people to invest in something with the promises of an abnormally high return. Ponzi would explain the rationale [...]

2018-11-12T15:42:32-06:00August 22nd, 2018|BUSINESS CONSULTING, Uncategorized|