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
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….
We’ve all heard the stories about the “good old days” when a handshake agreements and scribbled napkins were involved in business deals, but those days are long gone now. So if you’re in business with one or more people (even if it’s your spouse or best friend since kindergarten), put it in writing to avoid….
In a down economy, businesses today may not only be in the process of being robbed blind but also being blind about what is being stolen. Whether cash, products, raw materials, or personal property, too many business operators are satisfied with what they consider an “acceptable” level of theft, shrinkage, or other losses. Many businesses….
1. Are cost segregation studies recognized by the Internal Revenue Service (IRS)? Yes. The Internal Revenue Service recognizes properly prepared cost segregations, performed with engineers, as a valid tax benefit. Better yet, current IRS procedures allow a taxpayer to reflect the tax benefits on a current return without amending prior year returns. 2. When should….
Last week, I posted a blog on the confusion throughout the healthcare industry related to the meaningful use incentives. There are also many implications of a healthcare provider’s chosen revenue recognition model. There are only two primary revenue recognition models that appear to be commonly followed in the healthcare industry – the contingency model and….
Many eligible healthcare providers have taken advantage of the meaningful use incentive programs that provide payments to certain eligible hospitals and eligible providers (including physicians and dentists) that are “meaningful users” of certified electronic health record (EHR) technology. The amount and qualification criteria for the meaningful use incentives are quite different for eligible hospitals and….
Cash flow planning is an important component of any successful business. Watch as Mahlon Sanford discusses how cash flow planning impacts all areas of a business’ financial operations.
For the last several years, many companies have been able to refinance debt, and low interest rates and later maturity dates have made this option attractive for many businesses. Banks have helped with amend and extend agreements whereby the lender extends the maturity date of the loan in exchange for better interest rate spreads and….
Testing for goodwill impairment used to be as complicated as trying to line dance with two left feet. Recent developments have simplified the process by allowing a simple qualitative assessment of carrying amount and fair market value instead of the more complex two-step mandatory process. Concerns expressed about the former two-step process prompted the Financial….
There is no doubt that the rules regarding impairment losses are more daunting than ever. When ‘up’ was the only direction in real estate valuation, impairment wasn’t such a big factor. Now, however, it is a completely different ball game, and there are some important factors that commercial real estate firms must clearly keep in….
