BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Carr, Riggs & Ingram - ECPv6.18.2//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Carr, Riggs & Ingram
X-ORIGINAL-URL:https://www.criadv.com
X-WR-CALDESC:Events for Carr, Riggs & Ingram
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Chicago
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20250309T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20251102T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20260308T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20261101T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20270314T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20271107T070000
END:STANDARD
END:VTIMEZONE
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
END:VCALENDAR