Is your business due for a mid-year check-up?

NEWSLETTER JULY 2026

CRI Insights | Is Now the Right Time to Revisit Your Entity Structure? Your business entity structure should not be a “set it and forget it” decision. The One Big Beautiful Bill Act is the latest reminder that tax laws, economic conditions, and business goals can change over time. A structure that made sense years ago may still be the right fit, but it may be worth another look in today’s tax landscape. From corporate tax rates and the QBI deduction to QSBS opportunities and business interest limitations, recent changes may affect the assumptions behind your original entity choice. Learn why business owners should periodically review their entity structure and consider whether a change could better support their tax position, operations, and future plans. READ THE INSIGHT

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CRI Spotlight| From Invoices to Insight: Transforming Accounts Payable Into a Strategic Engine Many organizations focus heavily on revenue growth but lack clear visibility into cash going out. That gap can affect liquidity planning, internal controls, and overall financial decision-making. Accounts Payable is often viewed as a back-office function, but a more strategic approach can provide better insight into cash obligations and strengthen financial control. By improving invoice-to-pay workflows and aligning AP, automation, and vendor management, organizations can turn AP into a more proactive driver of financial visibility. Learn how transforming AP can support stronger cash flow planning, risk management, and more informed decisions READ THE INSIGHT

RESOURCE | 2026 Mid-Year Tax Planning Resource for Business Owners Tax planning shouldn’t wait until year-end. A mid-year review can help business owners evaluate their tax position, identify planning opportunities, and make timely adjustments before year-end pressure builds. From entity classification and depreciation strategies to state pass-through elections, retirement planning, and key filing deadlines, there are several areas worth reviewing now. Download our mid-year tax planning resource for businesses to help spot opportunities, avoid surprises, and prepare with greater confidence. GET THE RESOURCE

ARTICLE | Year-End Tax Planning Just Got More Complicated: What To Do Now The OBBBA has created new tax planning opportunities, but it has also made year-end strategy more complex. That makes it all the more important for business owners to review deductions, elections, entity structure, financing, and financial modeling now, before year-end decisions become more limited. Learn the steps to consider now to prepare for year-end with greater clarity. READ THE ARTICLE

RESOURCE | 2026 Mid-Year Tax Planning Resource for Individuals Tax planning shouldn’t wait until year-end. A mid-year review can help individuals evaluate their tax position, identify planning opportunities, and make timely adjustments before year-end pressure builds. From withholding and estimated tax payments to retirement contributions, charitable giving, investment activity, and key filing deadlines, there are several areas worth reviewing now. Download our mid-year tax planning checklist for individuals to help spot opportunities, avoid surprises, and prepare with greater confidence. GET THE RESOURCE

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CRI CAPINCROUSE WEBINARS | Church Data: Understanding Key Church Financial Metrics 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. This 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.  Please note that this webinar does not offer CPE. COUNT ME IN

CRI FAMILY OF COMPANIES EVENTS| 2026 CRI SIMPLE NUMBERS SUMMIT Join Us at the Simple Numbers Summit 2026! Ready to take your business to the next level? Join us at the inaugural Simple Numbers Summit on November 9–11 in Austin, TX, where founders, CEOs, and business leaders will gain practical strategies to improve profitability, strengthen cash flow, and scale with confidence. Register by July 31 and save $500 with promo code ChristmasInJuly26. Don't miss this limited-time opportunity! RESERVE YOUR SPOT

CRI FAMILY OF COMPANIES SPOTLIGHT | AUDITWERX Auditwerx has achieved Authorized C3PAO status under the Department of Defense’s CMMC program, marking a significant milestone in our cybersecurity leadership. After successfully meeting the same stringent standards required of our clients, we bring firsthand experience to organizations navigating DoD cybersecurity requirements. This designation confirms that our internal controls meet the rigorous Level 2 requirements and positions us to perform official certification assessments. Learn what this means for defense contractors and how Auditwerx can help you prepare for upcoming compliance deadlines by clicking below.

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