|
 |
CRInsight | What is the Qualified Small Business Stock Gain Exclusion?
|
|
The Qualified Small Business Stock gain exclusion under Section 1202 has long been a powerful tool for investors looking to minimize capital gains tax. Recent changes under the One Big Beautiful Bill Act have expanded who may qualify and increased the potential benefits, making this incentive more valuable than ever. Understanding how the QSBS exclusion works, who is eligible, and how recent updates apply can help investors evaluate significant tax-saving opportunities when planning for a future exit.
|
|
|
|
|
|
|
CRI Celebrates| Black History Month
Each February, CRI proudly joins in celebrating Black History Month—a time to recognize and honor the extraordinary contributions of Black individuals whose achievements have shaped our world. This month offers an opportunity to reflect, learn, and engage in meaningful conversations that deepen our understanding of history and the importance of diversity. Together, let’s celebrate the accomplishments of the Black community and continue to embrace the values of inclusion and progress.
|
|
|
|
|
|
|
ARTICLE | Strategies for Managing Cash Flow During Uncertain Times
|
|
Economic uncertainty and market volatility can quickly disrupt cash flow, putting pressure on even the healthiest organizations. Optimizing cash flow is critical to maintaining stability, supporting day-to-day operations, and positioning your business for growth. These six cash flow management strategies can help improve liquidity, strengthen efficiency, and provide added confidence during uncertain times.
|
|
|
|
ARTICLE | Safeguard Your Assets Before Marriage
|
|
No one plans for a marriage to end, but understanding the financial landscape before you say “I do” can help reduce uncertainty down the road. Knowing how your state treats property and debt—and how those rules could affect assets acquired during marriage—allows couples to plan thoughtfully, protect what they bring into the relationship, and focus on building a future together with greater clarity.
|
|
|
|
|
|
|
ARTICLE | What Parents and Financial Institutions Need to Know About Trump Accounts
|
|
Beginning in 2026, federally backed Trump Accounts introduce a new long-term savings option for children, starting at birth. Learn how these accounts differ from 529 plans and custodial accounts and how they may fit into your family's broader financial strategy.
|
|
|
|
ARTICLE | IRS Form 1099-DA Expands Digital Asset Reporting for 2026 Filing Season
|
|
Digital asset tax reporting is entering a new phase. To address long-standing gaps and inconsistencies, the IRS has introduced Form 1099-DA, a new information return for reporting proceeds from certain cryptocurrency and NFT transactions beginning with 2025 activity. Starting in early 2026, some taxpayers may receive this form as part of their annual tax documents. Understanding what Form 1099-DA reports can help reduce surprises and clarify what this change may mean for your tax filing.
|
|
|
|
|
|
|
Questions? Contact us at marketing@CRIadv.com
|
|
|
|
|
|
CRI WEBINARS| Captive Insurance — Walking the Walk
Captive insurance is rapidly becoming a critical component of sophisticated risk management strategies. But here's the challenge: successfully integrating a captive program with your existing commercial insurance, broker relationships, and business objectives requires careful navigation.
Join CRI’s Scott Bailey and Joe McDonald of Captives.Insure as they cut through the complexity and show you exactly how to design and implement a captive program that works for your organization. You'll discover how to leverage your existing relationships, identify the right opportunities, and continuously optimize your program for maximum benefit.
Whether you're exploring captives for the first time or looking to enhance an existing program, this session will provide you with actionable strategies that you can implement immediately.
|
|
|
|
|
|
CRI CAPINCROUSE WEBINARS| Building and Maintaining Donor Relationships in Your Church
Strong donor relationships are vital to a church's success and growth. Join this free webinar to learn practical strategies for managing donor relationships that strengthen stewardship and support long-term growth. You’ll learn common causes for giving plateaus in healthy churches and gain insight to help you build a culture of stewardship and apply effective systems and processes.
|
|
|
|
|
|
CRI EVENTS| 2026 Southern Grants Forum
Level up your grants management expertise and soak in the energy of Nashville! From the latest FASB and GASB updates to hands-on procurement strategies, SGF 2026 delivers the insights, tools, and connections you need to elevate your organization’s impact.
Hurry! Early bird registration ends February 28, 2026.
|
|
|
|
|
|
Over the past 25 years, CRI has grown alongside our clients, expanding our services to meet changing needs. Today, our Family of Companies works together to support individuals and organizations across industries—offering practical, coordinated guidance in one place. Click below to learn more about the CRI Family of Companies and how our integrated services can support your goals.
|
|
|
|
|
|
