Candy is affectionately known as the “condo queen” of CRI. She specializes in delivering auditing and consulting services to homeowner associations (HOA) and condominium associations throughout Florida. Her expertise includes managing year-end tax and accounting services for common interest realty associations (CIRA), as well as performing benchmarking ratios for associations that allow them to identify areas for improving efficiencies.
Carson is Partner-In-Charge of the Orlando office and specializes in assurance services for wholesalers, non-profits and service related industries. He serves as a Trustee for GuideStone Funds, a family of Christian-based socially screened mutual funds for individual and institutional investors. In his spare time he plays golf and enjoys listening to smooth jazz.
Jon calls Enterprise, Alabama, home, but he travels to various client offices across the South throughout the year. His specializations include audit and attest services, as well as SEC compliance. He considers a chocolate protein bar to be the snack of champions, and we’re pretty sure that Jon knows the “Thriller” dance.
Larry provides business and individual taxation services, business valuation, business succession, and merger and acquisition assistance to a wide variety of businesses and owners in the Tallahassee area. It’s a good thing he loves numbers. As one of 9 siblings, he has a lot relatives to count.
Doug calls Dothan, Alabama home. He provides internal audit, external audit, and loan review services primarily to community banks. You'll be suprised to know that Doug is member of the Wiregrass Sports Hall of Fame.
Bruce provides accounting and auditing services to governmental entities, manufacturing and distribution companies, and not-for-profit organizations throughout the North Florida region. When he' s not running a marathon or jumping out of an airplane at 12,000 feet, he enjoys listening to the Doobie Brothers and spending time with his wife and children.
Stephen focuses on delivering accounting services to Floridian entities including governmental entities (both municipalities and counties), hospitality companies, and common interest realty associations (CIRA). Everyone knows Stephen is an avid Gators fan, but you may be surprised to know that Gatorade was named for the University of Florida Gators where the drink was first developed
Scott serves as the Partner-In-Charge of the Nashville office. He performs audits for companies within the transportation, distribution, wholesale, manufacturing, and professional service industries. He enjoys coaching his son's sports teams and watching football. Scott knows that the coin toss has been a part of professional football since its start in 1892.
Michael hails from Panama City, where he leverages his expertise to assist clients in improving their bottom lines. When he isn't working, you can find him serving aces at the net or visiting Disney World yet again.
Chad’s career has focused on directing auditing, accounting, regulatory compliance, consulting, and taxation engagements for organizations in the insurance and tax exempt industries. Chad is based in Montgomery and spends a good bit of his free time on nearby Lake Martin boating and water skiing with his wife and four kids. Favorite band? U2
By now, you’ve likely read about the current gift and estate tax exemptions and rates and the opportunities provided by them. If not, read CRI’s full website article detailing why the current estate tax law may just be a pot of gold. So whether Congress extends the current laws or allows them to lapse and….
The Governmental Accountability Office (GAO) is issuing new yellow book audit standards that will be effective at the end of 2012. Watch as Harold Monk discusses the new auditing standards and auditor independence standards.
Are you a business owner looking to make the next proactive step toward your financial future? A business valuation determines a fair market value (FMV) for your business, which provides a baseline for a spectrum of business decisions, including determining the value drivers for your business and developing your exit strategy. Here are 10 key….
Last week I provided an overview of the Allowance for Loan and Lease Losses (ALLL), and now let’s discuss how community banks should apply the guidance. A typical loan loss reserve methodology would provide for the timely identification of potentially impaired loans as defined under SFAS 114. Examples of sources for identifying loans to be….
Does your employee benefit plan (EBP) need to be audited? The number of EBP plan participants determines if an audit is needed. That sounds simple enough, but determining the number of plan participants is the most common EBP audit mistake. The number of plan participants is derived from the number of employees that are eligible to participate in the plan, not the number of employees that are actually participating. Watch as Jon Heath and Bruce Nunnally discuss the most common EBP audit mistakes and ways CRI can help your plan maintain compliance in this highly regulated industry.
Casper may be the friendly ghost, but there’s nothing friendly about a “ghost employee” – a term referring to someone on the payroll who doesn’t actually work for the company. Frequently they are friends or relatives of a real employee, a newly terminated employee, or –in the case of a payroll fraud that I investigated….
Financial literacy does not require translating a different language—or becoming an expert investor, derivatives genius, or authority in all things money. It’s about creating a strong foundation of knowledge surrounding the ebb and flow of finances and the ability to distinguish good financial moves from bad. Even more importantly, it’s a matter of using that….
In 2006, the Federal Financial Institutions Council (FFIEC) issued the Interagency Policy Statement on the Allowance for Loan and Lease Losses. The statement embraced Generally Accepted Accounting Principles (GAAP) and sought to diminish the long standing differences between regulatory expectations and accounting standards. However, six years later the statement continues to generate significant questions for….
Planning to use that tax refund for a little sun and sand vacation? If so, you may find yourself on a deserted beach. According to a recent survey by TD Ameritrade, only 14% of the respondents who expect to get a tax refund this year said they would spend the extra money on luxuries like….
The IRS has released a new form for reporting foreign financial assets for the 2011 tax year, as well as some guidance on who must file the form. The IRS warns that individual taxpayers should take the time to determine whether filing Form 8938: Statement of Specified Foreign Financial Assets is required because failure to….
