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DTSTART;TZID=America/Chicago:20260929T140000
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LAST-MODIFIED:20260730T143030Z
UID:10000124-1790690400-1790694000@www.criadv.com
SUMMARY:Sustaining the Call: Pastoral Health for the Long Haul
DESCRIPTION:Ministry is a journey that requires sustained well-being. This webinar will equip pastors and church leaders to prioritize pastoral health as a core responsibility. \nJoin us to explore how emotional\, spiritual\, and physical well-being affect everything from decision-making to vision and ministry longevity. You’ll learn leadership practices that support resilience\, healthy boundaries\, and effective leadership over time. \nLearning Objectives\nAfter completing this session\, participants will be able to: \n\nAssess pastoral health as a leadership metric to identify how well-being influences executive effectiveness\, decision quality\, and leadership longevity.\nRecognize leading and lagging indicators of pastoral strain and burnout and evaluate their impact on team performance\, cultural health\, and ongoing ministry.\nImplement executive-level practices with clear outcomes\, including leadership rhythms\, boundary-setting\, and accountability structures that improve resilience and reduce the risk of burnout.\nEmbed pastoral health into organizational systems by establishing policies\, expectations\, and leadership behaviors that support sustainable performance and long-term church health.
URL:https://www.criadv.com/event/sustaining-the-call-pastoral-health-for-the-long-haul/
LOCATION:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261006T073000
DTEND;TZID=America/New_York:20261006T113000
DTSTAMP:20260901T164010Z
CREATED:20260901T164010Z
LAST-MODIFIED:20260901T164010Z
UID:10000126-1791271800-1791286200@www.criadv.com
SUMMARY:The Exit Ramp: Navigate Selling Your Business Like a Pro
DESCRIPTION:At some point\, every business owner will face a critical question: What’s the plan for the future of the business I’ve worked so hard to build? Whether you’re considering a sale\, succession\, or simply exploring your options\, the decisions you make today can have a significant impact on your outcome tomorrow. \nJoin CRI and Wyatt Early Harris Wheeler LLP\, along with CRI M&A Advisors\, Level Four Business Solutions\, and CRI Simple Numbers for a collaborative discussion on how business owners can proactively prepare for a successful transition. This event brings together experienced advisors from across the legal\, financial\, operational\, and transaction landscape to share practical insights on preserving value\, minimizing surprises\, and creating a roadmap for the next chapter. \nThrough real-world perspectives and actionable guidance\, you’ll gain a clearer understanding of how business readiness\, financial performance\, organizational strength\, and personal planning all contribute to a successful exit strategy. \nAttendees of this event can expect to\n\nIdentify the factors that drive business value and attract serious buyers.\nAssess their personal and business readiness by identifying goals\, timing\, and market positioning.\nDevelop a strategy for managing wealth\, leadership continuity\, and long-term legacy considerations.\nStrengthen operations and financial reporting to support future transaction goals.\nNavigate legal\, tax\, and deal-related considerations before entering the market.\n\nWho Should Attend\nBusiness owners with EBITDA of $1 million or more who are considering an ownership transition within the next 3–5 years\, or who simply want to understand what that journey entails. \n\nThis program is provided for informational and educational purposes only. It does not constitute legal\, tax\, accounting\, audit\, valuation\, investment\, or insurance advice and is not a recommendation regarding any particular transaction\, security\, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions\, and no result is guaranteed. \nPresentations are delivered by separate legal entities. CRI Advisors\, LLC and its subsidiaries and affiliates\, including CRI M&A Advisors\, LLC\, CRI Simple Numbers\, and the Level Four companies\, are affiliated under common ownership. Wyatt Early Harris Wheeler LLP is an independent law firm and is not affiliated with them. Each entity is solely responsible for its own services\, statements\, and obligations\, and participation by one entity does not create an engagement\, fiduciary relationship\, or liability with respect to any other. Attendance does not create a client or attorney-client relationship\, and services would be provided only pursuant to a separate written engagement with the applicable entity. \nSecurities offered through Level Four Financial\, LLC\, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services\, LLC\, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services\, LLC\, including its services\, fees\, and conflicts of interest\, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security. \nCarr\, Riggs & Ingram\, L.L.C. (“CRI CPA”)\, CRI Advisors\, LLC (“CRI Advisors”)\, and Capin Crouse\, LLC (“Capin Crouse CPA”) and their respective subsidiaries operate as\, and provide services through\, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law\, regulations and professional standards. The foregoing entities operate under the brand names “Carr\, Riggs & Ingram” and “CRI.” CRI CPA and Capin Crouse CPA are independently owned\, operated\, and licensed CPA firms that separately provide attest services\, as well as additional ancillary services\, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms “CRI\,” “we\,” “our\,” “us\,” and terms of similar import\, denote the alternative practice structure conducted by CRI CPA\, Capin Crouse CPA and CRI Advisors\, as appropriate. \nThis program may be photographed or recorded. By attending\, you consent to use of your likeness in CRI and Level Four marketing materials.
URL:https://www.criadv.com/event/the-exit-ramp-navigate-selling-your-business-like-a-pro-greensboro/
LOCATION:CRI Greensboro\, 7025 Albert Pick Rd\, Greensboro\, NC\, 27409\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/CRI-Exit-Ramp_EventsCalendarImage.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T140000
DTEND;TZID=America/Chicago:20261006T150000
DTSTAMP:20260901T190819Z
CREATED:20260901T190819Z
LAST-MODIFIED:20260901T190819Z
UID:10000127-1791295200-1791298800@www.criadv.com
SUMMARY:The Rules of Giving: Navigating Charitable Contributions and Compliance
DESCRIPTION:Charitable giving has become more complex\, requiring nonprofit organizations and their advisors to manage evolving federal tax rules governing donor deductions\, gift substantiation\, and charitable acknowledgments. \nJoin us for a look at the requirements for receipting charitable contributions\, donor-advised funds\, qualified charitable distributions\, and the acceptance of cash and noncash gifts\, including the documentation and reporting obligations for various asset types. You’ll gain practical guidance for implementing compliance procedures that reduce organizational risk while helping your donors preserve the deductibility of their charitable contributions. \nLive webinar attendees are eligible for 1.0 hour of CPE credit. \nLearning Objectives\n\nDetermine the federal substantiation and written acknowledgment requirements for charitable contributions and identify the information that must be included in donor receipts to support a charitable deduction.\nDistinguish the tax and compliance rules for donor-advised funds\, qualified charitable distributions\, and common categories of noncash charitable contributions\, including the respective responsibilities of donors and charitable organizations.\nApply federal tax rules to evaluate charitable gift acceptance procedures\, documentation requirements\, and compliance processes for cash and noncash charitable contributions.
URL:https://www.criadv.com/event/the-rules-of-giving-navigating-charitable-contributions-and-compliance/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/hero-blank-4.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261021T110000
DTEND;TZID=America/Chicago:20261021T130000
DTSTAMP:20260921T173855Z
CREATED:20260921T173855Z
LAST-MODIFIED:20260921T173855Z
UID:10000125-1792580400-1792587600@www.criadv.com
SUMMARY:The Business Owner's Exit Playbook
DESCRIPTION:Whether you’re planning to sell your business in the next few years or simply want to increase its long-term value\, preparation is key. Join CRI and Level Four for this informative session where business owners will learn how strong financial reporting\, operational readiness\, tax planning\, and strategic exit planning can significantly impact the success and value of a business transaction and walk away with actionable insights to help build a more valuable business and position yourself for a successful exit—whenever the time is right. \nLearning Objectives\n\n\n\nIdentify key drivers that enhance business value and sale readiness\nUnderstand common buyer due diligence requirements and expectations\nRecognize typical deal structures and their impact on transaction outcomes\nLearn how to avoid common mistakes that can reduce value or delay a successful sale\n\n\n\nWho Should Attend\nBusiness owners considering selling their company within the next 1–10 years\, Founders preparing for retirement or succession planning\, Family-owned business owners planning a transition to the next generation or an outside buyer CEOs\, presidents\, and managing partners of privately held companies\, and/or Professional advisors who support business owners\, including CPAs\, attorneys\, financial advisors\, bankers\, and business consultants \nPresenters\n\nFrank Maldonado\, FPQPtm \, CExP® Private Wealth Advisor\, Business Solutions & Financial Planning Specialist\, Level Four Financial\n\nThis program is provided for informational and educational purposes only. It does not constitute tax\, accounting\, audit\, valuation\, or investment advice and is not a recommendation regarding any particular transaction\, security\, or course of action. Any examples discussed are illustrative only; results depend on individual facts and market conditions\, and no result is guaranteed. \nPresentations are delivered by separate legal entities. Each entity is solely responsible for its own services\, statements\, and obligations\, and participation by one entity does not create an engagement\, fiduciary relationship\, or liability with respect to any other. \nSecurities offered through Level Four Financial\, LLC\, a registered broker-dealer and member FINRA/SIPC. Advisory services offered through Level Four Advisory Services\, LLC\, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. For information about Level Four Advisory Services\, LLC\, including its services\, fees\, and conflicts of interest\, refer to its Form ADV Part 2A and Form CRS at adviserinfo.sec.gov. Nothing presented constitutes an offer to sell or the solicitation of an offer to buy any security. \nCarr\, Riggs & Ingram\, L.L.C. (“CRI CPA”)\, CRI Advisors\, LLC (“CRI Advisors”)\, and Capin Crouse\, LLC (“Capin Crouse CPA”) and their respective subsidiaries operate as\, and provide services through\, an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law\, regulations and professional standards. The foregoing entities operate under the brand names “Carr\, Riggs & Ingram” and “CRI.” CRI CPA and Capin Crouse CPA are independently owned\, operated\, and licensed CPA firms that separately provide attest services\, as well as additional ancillary services\, to their clients. CRI Advisors provides tax and business consulting services to its clients. CRI Advisors and its subsidiaries are not licensed CPA firms and do not provide any attest services. Our use of the terms “CRI\,” “we\,” “our\,” “us\,” and terms of similar import\, denote the alternative practice structure conducted by CRI CPA\, Capin Crouse CPA and CRI Advisors\, as appropriate. \nThis program may be photographed or recorded. By attending\, you consent to use of your likeness in CRI and Level Four marketing materials.
URL:https://www.criadv.com/event/the-business-owners-exit-playbook/
LOCATION:Corpus Christi Country Club\, 6300 Everhart Rd\, Corpus Christi\, TX\, 78413\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261105T100000
DTEND;TZID=America/Chicago:20261105T110000
DTSTAMP:20260923T164716Z
CREATED:20260923T164643Z
LAST-MODIFIED:20260923T164716Z
UID:10000128-1793872800-1793876400@www.criadv.com
SUMMARY:Tax Tactics: 2026 Year-End Tax Planning for You & Your Family
DESCRIPTION:The One Big Beautiful Bill Act reshaped the tax landscape in 2025\, and additional provisions take effect for the first time in the 2026 tax year. This webinar examines significant tax law changes affecting high-income earners\, retirees\, and families\, including the new charitable deduction for non-itemizers\, the 0.5%-of-AGI floor on itemized charitable contributions\, the increased SALT deduction cap\, accelerated alternative minimum tax (AMT) phaseout provisions\, and the permanent estate and gift tax exemption. The session also reviews year-end tax planning considerations related to income timing\, retirement contributions\, charitable giving\, and other strategies that may be affected by these legislative changes. \nLive attendees who meet the program requirements are eligible to receive one (1) hour of CPE. \nLearning Objectives\n\nEvaluate the key individual tax provisions taking effect in the 2026 tax year under the One Big Beautiful Bill Act\nIdentify year-end strategies for income timing\, retirement contributions\, and charitable giving under the new rules\nAnalyze how the increased SALT cap\, AMT phaseout changes\, and estate and gift exemption may affect filing status and tax liability\nApply year-end planning techniques when evaluating tax exposure\, penalty considerations\, and planning opportunities for the 2027 tax year.
URL:https://www.criadv.com/event/tax-tactics-2026-year-end-tax-planning-for-you-your-family/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/hero-blank-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261105T140000
DTEND;TZID=America/Chicago:20261105T150000
DTSTAMP:20260923T165759Z
CREATED:20260923T165759Z
LAST-MODIFIED:20260923T165759Z
UID:10000129-1793887200-1793890800@www.criadv.com
SUMMARY:Tax Tactics: 2026 Year-End Tax Planning for Your Business
DESCRIPTION:The One Big Beautiful Bill Act reshaped the tax landscape in 2025\, and additional provisions take effect for the first time in the 2026 tax year\, building on changes that already affected 2025 returns. This webinar examines key tax planning strategies for businesses and organizations\, including permanent 100% bonus depreciation\, the qualified production property deduction\, adjusted QBI phase-in ranges\, and entity-level considerations that could significantly affect 2026 tax planning and financial results. The session also reviews year-end planning considerations related to capital investments\, business income planning\, entity structure\, and other tax strategies impacted by these legislative changes. \nLive attendees who meet the program requirements are eligible to receive one (1) hour of CPE. \nLearning Objectives\nAfter completing this session\, participants will be able to: \n\nEvaluate the major business tax provisions first effective in the 2026 tax year and their implications.\nIdentify year-end planning strategies that may affect taxable income and cash flow.\nAnalyze how permanent bonus depreciation\, QBI phase-in ranges\, and entity structure affect business tax outcomes.\nApply year-end planning techniques when evaluating compliance considerations\, tax risk factors\, and long-term tax planning opportunities.
URL:https://www.criadv.com/event/tax-tactics-2026-year-end-tax-planning-for-your-business/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/hero-blank-7.png
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