Chad Singletary,CPA,CGMA’s Post

With less than two years remaining under the current TCJA exemption limits, now is the time to make crucial decisions on optimizing your lifetime gifting. Before the window closes, don’t miss the opportunity to leverage annual exemption adjustments and maximize your estate planning strategy. #EstatePlanning #TaxStrategy #TCJA #GiftTax

Staying on top of your federal and state tax obligations is crucial. Regular reviews of your tax position and financial status can help you avoid year-end surprises. Don’t wait—download our 2024 Mid-Year Tax Planning Checklist for Individuals. It’s designed to help you spot tax planning opportunities, make small adjustments, and confidently optimize your tax situation! #TaxPlanning #FinancialWellness #MidYearReview

Cyberattacks are a constant and evolving threat with potentially severe consequences for businesses. To safeguard your operations, developing a robust Business Continuity and Disaster Recovery (BC/DR) plan is essential. This plan should not only address proactive measures but also outline effective recovery strategies to restore critical functions swiftly in the event of a breach. #Cybersecurity #BusinessContinuity #DisasterRecovery

As a business owner, keeping up with federal and state tax obligations is a continuous responsibility. That's why it's crucial to review your tax positions in tandem with your financial statements. By making small adjustments now, you can align with current regulations, optimize tax efficiencies, and avoid any year-end surprises. Don't miss out on potential tax-saving opportunities—download our 2024 Mid-Year Tax Planning Checklist for Business Owners today and make informed decisions for a successful year ahead. #TaxPlanning #BusinessOwners #FinancialManagement #YearEndPlanning

Carr, Riggs & Ingram (CRI) CPAs and Advisors, a top 25 national accounting and advisory firm, is pleased to announce the addition of ProSport CPA to CRI's Family of Companies. This strategic addition underscores CRI's commitment to expanding its specialized tax and accounting services to cater to the unique needs of professional athletes and entertainers.

Worried about what will happen to your business when you're gone? Whether you're considering selling or planning a transition, it's crucial to start laying the groundwork now. A well-thought-out exit strategy will safeguard your business's value and ensure a smooth transition when the time comes. #BusinessPlanning #ExitStrategy #SuccessionPlanning

Effective board meetings are key to high performance. With detailed preparation and a comprehensive board package, you can maximize productivity and enable informed decision-making. Use our handy meeting prep checklist to implement these strategies and best practices for your next board meeting and ensure everyone is ready for success. #BoardLeadership #EffectiveMeetings #ProductivityTips

Non-profit organizations are vital in addressing societal needs and driving positive change. Traditional non-profits and private foundations each play distinct roles within the sector, defined by their unique structures, funding sources, and operational strategies. While both are committed to creating lasting impact, their differing approaches shape how they champion societal progress, making it essential to understand these differences to best serve their individual missions. #NonProfit #PrivateFoundations