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| 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, and making the most of potential aid and deductions are the name of the game this planning season. Join us for this live event as CRI tax leaders guide you through evolving tax law updates, tried and true planning strategies, and other best practices to make this filing season the smoothest possible. |
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| Received this from a friend or colleague? Sign up here. |
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| Fraud costs organizations an estimated 5% of their annual revenue, according to the Association of Certified Fraud Examiners (ACFE). International Fraud Awareness Week encourages businesses to take action against fraud and protect their investments. While many expect audits to catch fraud, annual financial statement audits detect only 4% of cases, as their primary goal is to ensure financial statements are materially accurate, not to uncover all fraud. Take steps to strengthen your fraud prevention efforts and safeguard your business, not just during Fraud Awareness Week, but year-round. |
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READ | Five Key Tax-Planning Principles for High-Net-Worth Individuals & Families
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| “Failing to plan is planning to fail” rings especially true when navigating the complexities of the Tax Code. While tax planning may seem intimidating, it’s a vital responsibility for those with significant assets. Effective tax planning can unlock immense rewards, helping you achieve your financial goals rather than letting the Tax Code become a barrier. Discover five key principles of sound tax planning to guide you toward success. |
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LISTEN | CPA Pathways to Certification
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| Join CRI Partners April Shuping, Sandi Guy, and Matthew Montemayor as they discuss how the American Institute of CPAs (AICPA) is reshaping support for aspiring CPAs. They explore innovative resources, strategies for achieving certification, and balancing work-life demands. Plus, they share tips on fostering a positive office culture to help new CPAs thrive both professionally and personally. Whether you’re a student, recent grad, or seasoned pro, tune in for valuable insights from industry leaders! |
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READ | Maximize Business Value with Solid Succession Planning
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| What will happen to your business when you’re gone? As a business owner, succession planning might be on your mind. If you're considering selling rather than an internal transition, timing is key. Just as you protect your personal finances, planning ahead will safeguard the value of your business. The steps you take today will shape your business's future worth. |
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| Since our formation in 1997, CRI has quickly grown into a Top 25 firm, according to Accounting Today. In honor of International Accounting Day, we want to spotlight our search for more talented individuals who want to make an impact locally and on the accounting profession as a whole! For open positions, click the button below and please share with anyone who might be a fantastic fit for CRI. |
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