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X-WR-CALDESC:Events for Carr, Riggs & Ingram
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DTSTART;TZID=America/Chicago:20260623T100000
DTEND;TZID=America/Chicago:20260623T110000
DTSTAMP:20260623T164711Z
CREATED:20260521T205205Z
LAST-MODIFIED:20260623T164711Z
UID:10000119-1782208800-1782212400@www.criadv.com
SUMMARY:The Great Labor Reset: A Profit-Focused Framework for Managing Labor
DESCRIPTION:Revenue growth alone no longer guarantees profitability. Today\, labor efficiency has become the true dividing line between growth that builds profit and growth that destroys it. This shift is what is referred to as “The Great Labor Reset”\, and it’s changing the way smart entrepreneurs think about their biggest expense. \nIn this session\, CRI Simple Numbers professionals Brandon Gray and Mike Maxson will walk through the plays every entrepreneur should run right now to turn labor into a profit-generating engine rather than a cost center. Whether you’re scaling up\, rethinking your current headcount\, or just trying to understand where your margins are going\, this webinar delivers a practical framework for making labor work harder for your business. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/the-great-labor-reset-a-profit-focused-framework-for-managing-labor/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/05/SNS_Webinar_LaborReset_hero__blank_960x695.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260818T100000
DTEND;TZID=America/Chicago:20260818T110000
DTSTAMP:20260818T152713Z
CREATED:20260709T154017Z
LAST-MODIFIED:20260818T152713Z
UID:10000122-1787047200-1787050800@www.criadv.com
SUMMARY:Know to Grow
DESCRIPTION:Growth isn’t just about a great idea. In the current marketplace it is also about stealing market share. In this webinar\, Brandon Gray and Mike Maxson will guide you through what the best entrepreneurs are doing to grow their businesses. This interactive webinar will provide practical strategies and frameworks for tracking performance\, improving operations\, and planning for sustainable growth. The market waits for no one\, and neither does your competition. Whether you are in the early stages of growth or looking to refine an existing approach\, this webinar will give you the insight and strategies needed to stop surviving and start thriving. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/know-to-grow/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/hero-blank-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260820T113000
DTEND;TZID=America/New_York:20260820T130000
DTSTAMP:20260706T140713Z
CREATED:20260706T140713Z
LAST-MODIFIED:20260706T140713Z
UID:10000121-1787225400-1787230800@www.criadv.com
SUMMARY:Planned Giving Seminar for Nonprofits
DESCRIPTION:Nonprofit leaders are invited to join CRI\, CRI CapinCrouse\, and Level Four Group for an educational seminar on establishing a planned giving program and the tools donors can use to make impactful gifts. CRI and the CRI Family of Companies’ specialists and guest instructors will walk through how to set up a program\, the compliance requirements and best practices involved\, and the strategies donors can use to give. Whether your organization is just beginning to explore planned giving or looking to strengthen an existing program\, you’re welcome to join.  \nLearning Objectives\n\nDefine a planned giving program\nUnderstand required compliance and best practices\nBecome acquainted with planned giving strategies that donors may employ\n\nEvent Goals\n\nTo add value to current non-profit organization clients\nTo introduce these clients to other products and services from CRI\nTo offer clients a resource to help them establish a Planned Giving program with support for their donors to implement planned giving strategies\n\nWho Should Attend\n\nLeaders of non-profit organizations.\n\nPresenters\n\nLuke Britt\nInstructor\nTed Batson\, Jr.\nInstructor\nTiffany Orr\nModerator\nMelissa Frazier\nModerator
URL:https://www.criadv.com/event/planned-giving-seminar-for-nonprofits/
LOCATION:CRI Atlanta\, 4004 Summit Blvd Ste 800\, Atlanta\, GA\, 30319\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/CRI_Event_PlannedGivingSeminar_EventsCalendarImage.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260825T140000
DTEND;TZID=America/Chicago:20260825T150000
DTSTAMP:20260825T191923Z
CREATED:20260630T191602Z
LAST-MODIFIED:20260825T191923Z
UID:10000120-1787666400-1787670000@www.criadv.com
SUMMARY:Church Data: Understanding Key Church Financial Metrics
DESCRIPTION:Financial data is essential to supporting your church’s mission and long-term sustainability\, but determining what to track and how to use it can be challenging. With more data available than ever\, church leaders need to understand how to identify the metrics that truly matter and turn insights into action. \nThis webinar will help pastors\, CFOs\, and church administrators gain clarity and confidence in evaluating key financial indicators and using them to make informed strategic decisions. \nThis webinar has ended\, but you can still view the recording. \n 
URL:https://www.criadv.com/event/church-data-understanding-key-church-financial-metrics/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/06/hero-blank.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260827T140000
DTEND;TZID=America/Chicago:20260827T160000
DTSTAMP:20260827T194724Z
CREATED:20260721T183218Z
LAST-MODIFIED:20260827T194724Z
UID:10000123-1787839200-1787846400@www.criadv.com
SUMMARY:Implementing GASB Statement 103: Lessons Learned So Far
DESCRIPTION:Beginning with fiscal years ending June 30\, 2026\, state and local governments must implement GASB Statement No. 103\, Financial Reporting Model Improvements. Join us for a practical overview of the new requirements for management’s discussion and analysis\, operating and nonoperating revenues and expenses\, budgetary comparison information\, major component unit reporting\, and unusual and infrequent items. \nWe’ll highlight key implementation considerations\, common challenges\, and lessons learned to help you prepare for adoption and avoid surprises. \nThis webinar has ended\, but you can still view the recording. 
URL:https://www.criadv.com/event/implementing-gasb-statement-103-lessons-learned-so-far/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/hero-blank-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260929T140000
DTEND;TZID=America/Chicago:20260929T150000
DTSTAMP:20260929T202700Z
CREATED:20260730T143030Z
LAST-MODIFIED:20260929T202700Z
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. \nThis webinar has ended\, but you can still view the recording.
URL:https://www.criadv.com/event/sustaining-the-call-pastoral-health-for-the-long-haul/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/07/hero-blank-3.png
END:VEVENT
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:20261006T192542Z
CREATED:20260901T190819Z
LAST-MODIFIED:20261006T192542Z
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. \nThis event has ended\, but you can still view the recording.  \n 
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
END:VEVENT
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
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/09/CRI_ExitPlaybook_EventsCalendarImage.png
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261210T100000
DTEND;TZID=America/Chicago:20261210T110000
DTSTAMP:20261009T154050Z
CREATED:20261009T154050Z
LAST-MODIFIED:20261009T154050Z
UID:10000130-1796896800-1796900400@www.criadv.com
SUMMARY:2026 Nonprofit Tax Year-End Review
DESCRIPTION:This year has brought significant tax changes for nonprofit entities\, including religious organizations and private higher education institutions. Many are already in effect\, while others are on the horizon. What might these developments mean for your organization as you prepare for what’s ahead? \nJoin this free webinar to explore key recent tax developments\, including those stemming from the One Big Beautiful Bill Act\, and their implications for tax-exempt entities. You’ll gain insight into what these updates may mean for your organization\, along with practical takeaways to help you stay compliant and prepared. \nLive attendees who meet the program requirements are eligible to receive one (1) hour of CPE credit. \nLearning Objectives\n\nIdentify tax changes during 2026 that directly impact tax-exempt entities.\nEvaluate and plan for how these changes may impact operations.\nDescribe current nonprofit tax reporting requirements and identify upcoming reporting changes that may affect future filings.
URL:https://www.criadv.com/event/2026-nonprofit-tax-year-end-review/
LOCATION:Virtual
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2026/10/hero-blank-8.png
END:VEVENT
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