Podcasts about tri merit

Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening. In this powerful episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares his personal story of navigating mental health challenges and how that experience shaped his leadership approach and advocacy within the profession. Randy shares what it means to lead with vulnerability and foster a people-first culture. He offers heartfelt advice, simple tips to manage burnout, and encouragement to those quietly facing their own struggles. Tune in for an honest, inspiring conversation on vulnerability, resilience, leadership, and transforming workplace culture. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    

Randy Crabtree goes in-house with Tri-Merit's Barry Devine, a veteran in the specialty tax incentive space, on Episode 211 of The Unique CPA. Renewable energy tax credits have come to the forefront as a way for nonprofits to fund community-strengthening projects, and Barry pulls from his extensive experience in leveraging these credits and incentives to illustrate the incredible opportunities that are out there right now. Highlighting the impact of the Inflation Reduction Act on making these credits accessible to nonprofits, they discuss real-world examples Barry was a part of, including projects for the Boys and Girls Club of Dane County and a Minnesota hospital, while delving into the legislative landscape and future prospects for renewable energy incentives. Barry's strong advice to CPAs on how to support their nonprofit clients in taking advantage of these lucrative credits is a must-listen. Get the full show notes and more resources at TheUniqueCPA.com

In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy's background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and what he is most excited about, such as topics relating to automating, collaborating, and delegating. Hear all that and more in this exciting new episode! Guest Information: Randy Crabtree - Co-Founder of Tri-Merit Specialty Tax LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/  Website: https://tri-merit.com/  Email: randy.crabtree@tri-merit.com Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the workplace. The listener will learn about the importance of creating a culture where people feel valued and can be themselves, as well as the benefits of specializing in niche areas in accounting. Randy Crabtree is a renowned figure in the accounting industry, known for his innovative approach to building successful firms and fostering a positive company culture. With a career spanning over three decades, Randy has established himself as a thought leader in the field of accounting and tax consulting. In the podcast episode, Randy discusses the importance of building a strong culture within a remote work setting. He highlights the significance of creating a workplace where individuals feel valued, important, and free to be themselves.

This episode dives into unknown and upcoming tax advantages for CRE investors with Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. Host Taylor Curtiss sits with Randy to discuss commonly used and untapped tax opportunities in commercial real estate, including cost segregation and renewable energy tax credits, and how these can significantly benefit investors and developers. Randy also shares insights into the impact of the Inflation Reduction Act on the sector and stresses the importance of following one's passion. Additionally, Randy opens up about his personal journey of recovery following a stroke, how it reshaped his outlook on life, and led to his involvement in craft beer entrepreneurship.Meet Randy Crabtree: From Stroke Survivor to Tax Incentive GuruRandy's Unexpected Journey into Accounting and TaxationLearning from Early Career Shifts: Passion Over ProfitA Pivotal Career Moment: The Importance of Corporate CultureThe Birth and Growth of Tri-Merit: A Story of Passion and PersistenceThe Unique CPA Podcast: Sharing Knowledge and Inspiring ChangeRedefining Success: Lessons from the Podcast and BeyondConfronting Mental Health: Randy's Personal Battle and AdvocacyEmbracing Vulnerability and Its ImpactThe Power of Sharing Personal StoriesStrategies for Mental Recharge and Avoiding BurnoutDaily Habits for Mental WellnessExploring Tax Opportunities in Commercial Real EstateRenewable Energy Tax Credits: A Game ChangerNavigating the Inflation Reduction ActThe Importance of Reputable Tax AdvicePersonal Stories and Passion ProjectsFuture Trends in Commercial Real EstateRapid Fire Questions and Final Thoughts If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights.Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexiAbout Randy Crabtree:Randy Crabtree is a widely followed author, lecturer, and podcast host for the accounting profession. Randy is also past President of the 501(c)(3) Stroke Survivors Empowering Each Other (SSEEO) and partner in an award-winning craft beer and bottle shop in Chicago, Illinois.Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world's 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser, cpa Trendlines, and intuit. He is a regular presenter at events around the world. Randy's perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating staff – and anyone who would listen -- on stroke awareness, early detection and on the simple pleasures in life like craft beer. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Randy Crabtree welcomes Accounting Today Editor-in-Chief Dan Hood back to The Unique CPA on Episode 145 to discuss the significance of community in the accounting profession. They explore the shift to other forms of communication and education that has developed over the past several years, from social media to webinars, then shift gears to focus on the good, old-fashioned conference: their value for community building, and the role of conversation and direct, personal interaction generally, in professional development. In the process, they provide all the details for Accounting Today's Firm Growth Forum and Tri-Merit's Bridging the Gap Conference for 2024. Get the full show notes and more resources at TheUniqueCPA.com

This week, Little Green Light outlines a simple strategy you can use on Valentine's Day (or even year-round!) to make sure your donors feel the love. They share insider information about how a nonprofit called GrubStreet has successfully incorporated thank you calls into their donor acknowledgment and engagement strategy. Then we chat with Randy Crabtree, a co-founder and partner of Tri-Merit Specialty Tax Professionals, about four tax credits and incentives your nonprofit may be able to take advantage of. In this episode, we mention a few resources you may want to check out! — Download Little Green Light's Guide to Acknowledging Gifts: www.littlegreenlight.com/jenni — Check out Tri-Merit's website: tri-merit.com — Get my once-per-week email newsletter: nonprofitjenni.com/subscribe   Produced by Ben Hill Sound Music by Emily Summers ©2024 Nonprofit Jenni. All Rights Reserved.

Today, we're joined by the incredible Randy Crabtree and we're diving deep into his recent conference. Get ready to uncover the gems of wisdom that Randy has to share about his unique event for accountants, featuring notable speakers and captivating topics.We discuss the crucial themes of mental health, vulnerability, and entrepreneurship in the accounting profession. We'll also shine a spotlight on the innovative approaches Randy has taken to infuse wellness initiatives and community-building into his conferences. From there, we take a deep dive into the potential changes to future conferences he hosts. Randy shares his expert perspective on the latest trends and events in the accounting industry, including tax credits for businesses. He shares the unique ways businesses can take advantage of credits and how his business, Tri-Merit can help. From this conversation, you'll gain firsthand knowledge on leveraging tax credits to their maximum potential. Trust me, you won't want to miss it!What you'll hear in this episode:[1:20]Randy's conference for accountants with notable speakers and topics. [5:40]Mental health, vulnerability, and entrepreneurship.[11:35]Mental health in the accounting profession.[16:35]Wellness initiatives and community building at a conference. [20:35]Improving conference experience through exclusivity and community building. [25:10]Accounting industry trends and events. [29:40]Tax credits for businesses, including renewable energy and investment tax credits. [35:30]IRS audits and tax credits with a CPA. Connect with Randy on Instagram: https://www.linkedin.com/in/randy-crabtree-1945a67/Learn more about Tri-Merit https://tri-merit.com/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Randy Crabtree is a Partner at Tri-Merit, a company that supports CPAs, CFOs and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.

Randy Crabtree is a Partner at Tri-Merit, a company that supports CPAs, CFOs and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.

Randy Crabtree is not only a co-founder and partner of Tri-Merit, a leading Schaumburg, Illinois-based professional services firm, but he's also a trailblazing author, lecturer, and podcast host for the accounting profession. Beyond his professional achievements, Randy wears many hats, including serving as the President of the 501(c)(3) Stroke Survivors Empowering Each Other (SSEEO). His journey took an unexpected turn in 2014 when he faced a life-altering stroke, igniting a passion for helping others and integrating his personal passions into everyday life. Join us as Randy shares his remarkable story and sheds light on Tri-Merit's mission. Randy's wealth of knowledge and unique perspective will enlighten you on the intricacies of these financial avenues and their potential impact on businesses. Prepare to be inspired and informed as we explore the fascinating intersection of work & life, accounting, and the resilience of the human spirit with Randy Crabtree.

On this episode Heather gets a chance to interview Randy Crabtree of Tri-Merit Specialty Tax Professionals. They talk about burnout, why it is a problem particularly in the accounting space, as well as some exciting news for the upcoming Tri-Merit conference in August.

Randy Crabtree is a well-known author, lecturer, and podcast host in the accounting industry. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Before joining Tri-Merit, Crabtree was the managing partner of a CPA firm in the greater Chicago area. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in various industries. He has hosted the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Join us for an exhilarating episode of Tech Talk for Accountants Show, where the remarkable Randy Crabtree, a seasoned accountant and visionary entrepreneur delves into the exciting world of the upcoming Unique CPA Conference. Prepare to be captivated as Randy unveils a groundbreaking platform meticulously crafted to unite accounting professionals, empowering them to forge invaluable connections, acquire new knowledge, and propel their businesses to unprecedented heights. Discover the riveting tale of Randy's tireless efforts to organize this extraordinary conference, triumphing over countless challenges along the way. His inspiring journey showcases unwavering determination and ingenious problem-solving, leaving you spellbound and ready to embark on your own path to success. Unleash the potential within you by attending the Unique CPA Conference, where an unparalleled opportunity awaits to immerse yourself in cutting-edge industry trends and groundbreaking technologies. Gain invaluable insights that will empower you to outshine your competition and solidify your position as a trailblazer in the accounting world. Don't miss out on this must-listen episode, tailor-made for accounting professionals like yourself who refuse to settle for mediocrity. To unearth the secrets behind the conference's transformative power and secure your spot, visit the Tri-Merit website at tri-merit.com. Get ready to embark on a journey that will revolutionize your career and propel you to new heights of success. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professionals, Randy is a widely followed author, lecturer, and podcast host within the accounting profession. He is also an advocate for mental health awareness when building and scaling a business. In today's episode, Randy shares his personal struggles with work-life balance, having once worked over 80 hours a week as a CPA. He speaks candidly about the importance of establishing healthy work boundaries and prioritizing self-care. Randy also reflects on the benefits of finding his niche, delegating responsibilities, and fostering genuine client relationships, all of which have contributed to balanced growth at Tri-Merit. Tune in as Randy discusses burnout in the accounting industry, curating positive company culture, and learning to leave work at work.    Join us today as we discuss these things: 1:00 – Randy shares his backstory 2:23 – Randy reflects on burnout in the accounting industry and what he has learned from experiencing it personally 8:59 – How Randy has scaled his business through client relationships and delegation 15:16 – Randy talks about trying to curate company culture remotely 21:00 – The importance of mental and physical health awareness while scaling a business 25:32 – Learning to shut down at the end of the day     RESOURCES Learn more about Randy:  https://www.linkedin.com/in/randy-crabtree-1945a67/ https://tri-merit.com/   Email: travis@travisparry.com YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA  Get Travis' newest book!  

Randy Crabtree is the co-founder of Tri-Merit, a niche tax service that serves tax preparers. But, Randy's professional career has been a wild ride, and he's learned a lot from his experiences. He shares his predictions on the future of the accounting profession and provides some tips on how you can apply them to your firm. Elevate your firm with Jason and Randy on the newest episode of Thrivecast today!

Your host, Jackie Meyer, talks with the Co-Founder of Tri-Merit, Randy Crabtree. Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.To learn more about Randy's work, click HERE.Interested in being a guest on the show? Apply HERE! Check out more of Jackie's work at https://www.jackiemeyercpa.com/.

Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles. Listen as they talk about the powerful combination of visionaries, who have groundbreaking ideas, and their integrator partners who bring them to life. Find out what Randy says about Eisner Amber, Citrin Cooperman and Private Equity's increased involvement in accounting. They discuss the importance of a niche,  how to become an expert in a field and educating others to help drive business growth. Don't miss this episode with one of the accounting professions leading voice "The Unique CPA" Randy Crabtree.

The Employee Retention Credit continues to be a hot topic in the accounting space, so Randy Crabtree gets together with Nick Pantaleo of Tri-Merit, Dan Chodan from Trout CPA, and Chris Wittich of Boyum Barenscheer. They touch on the dos and don'ts of the ERC, with a focus on the slew of misinformation on the topic, some of which has been pushed by pop-up ERC “shops” looking to profit off the opportunity, with little regard for whether the claims are proper, or even free of fraud. They conclude with some sage advice about how to keep your clients—and their books—above board. Get the full show notes and more resources at TheUniqueCPA.com

In the accounting industry, Randy Crabtree is a well-known author, lecturer, and podcast host. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Crabtree was the managing partner of a CPA firm in the greater Chicago area before he joined Tri-Merit. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in a wide range of industries. He has been the host of the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well. --- Send in a voice message: https://anchor.fm/rush-tech-support/message

Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles. Listen as they talk about the powerful combination of visionaries, who have groundbreaking ideas, and their integrator partners who bring them to life. Find out what Randy says about Eisner Amber, Citrin Cooperman and Private Equity's increased involvement in accounting. They discuss the importance of a niche, how to become an expert in a field and educating others to help drive business growth. Don't miss this episode with one of the accounting professions leading voice "The Unique CPA" Randy Crabtree.

Specialty Tax Services: Tax Credits with Randy Crabtree http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online divorce mediation and valuation services in St. Louis Missouri.  Today we are going to discuss specialty tax services and tax credits for business owners with Randy Crabtree. He's a CPA in Schaumburg, Illinois. He's also co-founder and partner of Tri-Merit Specialty Tax Professionals and a fellow podcaster. He has 30 years of public accounting and tax consulting experience. He's an author, lecturer, and podcast host of “The Unique CPA” podcast. Also, something that Randy may not toot his own horn about is that he was also listed in the “Ones To Watch” section of Accounting Today's 2021 “Top 100 Most Influential People in Accounting.”Thank you, Randy!1. What are tax credits and are they different than tax deductions? 2. What is the difference between temporary tax credits and permanent credits in the IRS tax code? 3. What is the Employee Retention Tax Credit in the 2020 Cares Act? 4. Employee Retention Tax Credit 2021 5. What is a research and development tax credit? 6. Are there any other important tax credits? 7. Tell us more about you and your firm! Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com  Cell: (314) 541-8163 Randy CrabtreeCo-Founder and Partner at Tri-Merit. R&D Tax Credits, Cost Segregation, Employee Retention Credit, 179D and 45LRandy.Crabtree@tri-merit.comhttps://tri-merit.com/staff/randy-crabtree/Support the show

Season 03 Episode 02 | Recorded February 21, 2022 Guest: Randall J. Crabtree, CPA (as per his CPA Certificate, but we're still not sure if "Jack" is spelled out, or if they just have the J) Hosts: Scott Scarano and Jason Ackerman, CPA, CFP, CGMA With us today is the Co-Founder and Partner of Tri-Merit, Randy Crabtree, who specializes in R&D Tax Credits, Cost Segregation, 179D, and 45LR. Also, host at The Unique CPA, a show where they go beyond compliance into forging new pathways of delivering value to clients, diversifying your revenue streams, and leading-edge management techniques and styles Today we get to hear about how going into niches and specialties make your firm better, or does it? Find out more as you listen and you'll surely pick up a thing or two on how to best play on your strengths whether it's on your personality or your skills. 2 Riches in R&D Niches: Randy shares how they started going deep into the niches they specialize in Shoutout to Andrew Lane 5 Don't try to make yourself something you're not 6 Ti-Merit's transition from percentage-fees to fixed-fees but value-based 8 Holy cow! There's a big opportunity for taxpayers to save money with this, or put money back into businesses 10 Did you tweet your Waze drives? Cause Scott did, unintentionally... yikes! Shoutout to Waze, Twitter 11 #TaxTwitter 13 Having too much fun to realize if you're working too much or too little 16 I wouldn't be surprised when $17MM is $35MM in just a couple of years Shoutout to Nicholas Pantaleo, CPA 19 Back at it again to the numbers game with Randy 20 Does your wife call you Randall? Do your parents call you Randall? 22 Randy on selling R&D study and Cost Seg: I never sell anything so I don't have a pitch. What I do is educate 23 Going deep into the R&D tax credit 30 Randy's path into living the best life Shoutout to John Garret, Earmark 36 The Unique CPA podcast: How it started 39 Oh how the tables have turned: Jason on the numbers game this time! 40 Jumping from the generalist to the specialist 44 Randy's best piece of advice? Don't force a square peg into a round hole Shoutout to Joshua Lance, CPA, CGMA 46 Token Tax *wink wink* 49 Reaching for the stars Shoutout to Ron Baker 50 Aaaaaaaand that's a wrap! Make sure you're subscribed to this garde art piece of a podcast, Sons of CPAs/Accounting High --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Mental blocks can be some of your greatest inhibitors of success. Shark Bite Biz's David Strausser chats with Randy Crabtree, co-founder of Tri-Merit and host of "The Unique CPA" podcast about how he bounced back, found his passion, and recovered from a stroke. Find more about Randy's business and podcast here: https://tri-merit.com/ Sign up to be alerted about Shark Bite Biz Live! with Odeta Pine & Scott Jennings on July 25th at 6 PM EST here: https://youtu.be/zRi0slwxwBY Get Dead House Coffee to support our podcast by using code SHARK for 20% off here: https://bit.ly/3tjRbD8 Watch us on YouTube: https://youtube.com/c/SharkBiteBiz Make sure you visit David's article on Forbes.com: https://bit.ly/StrausserForbes Visit our NEW Merch store: https://store.sharkbitebiz.com  Join our Reddit Community: https://www.reddit.com/r/SharkBiteBiz/ Donate to our Patreon to SUPPORT this channel and get some BENEFITS and PERKS: http://patreon.com/sharkbitebiz Subscribe to the audio podcast on: http://www.SharkBiteBiz.com Find out more about the host, David Strausser: http://www.davidstrausser.com Follow David Strausser on Instagram: https://www.instagram.com/dstrausser83/ Follow us on Facebook: http://www.facebook.com/SharkBiteBiz Follow us on Twitter: http://www.twitter.com/SharkBiteBiz Listen on Apple iTunes: https://podcasts.apple.com/us/podcast/shark-bite-biz/id1522304651 Listen on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc2hhcmtiaXRlYml6LmNvbS9mZWVkLnhtbA Listen on Spotify: https://open.spotify.com/show/1CZh0QdNr5Nn8CD8kInMAJ Listen on Vurbl: https://vurbl.com/station/shark-bite-biz/  Listen on Stitcher: https://www.stitcher.com/podcast/shark-bite-biz Listen on iHeartRADIO: https://www.iheart.com/podcast/269-shark-bite-biz-68819872/ Intro music courtesy of Stationary Giant: https://instagram.com/stationarygiant?igshid=1mf4umgejvpgi Connect with David Strausser on LinkedIn: http://www.linkedin.com/in/DavidStrausser Produced by: Francisco Strausser: https://www.youtube.com/channel/UC82qlvfm4mXg3C3AzqPHthw Visit David Strausser @ Vision33: http://vision33.com 

Episode 113. In today's interview, "Mental Resilience for Accountants: Randy Crabtree." Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals in the USA. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world's 10% most popular programs. (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser . He is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country. Key takeaways from this episode include: ◆ why mental health and resilience is especially important for the accounting profession ◆ what is pushing accountants and CPAs into the 'red zone' or threshold of what they can cope with mentally ◆ the physical and mental symptoms of overload in accounting professionals ◆ why the hope that 'a slower day is coming' is false and how things are just getting faster ◆ the challenges for a stable profession like accounting to deal with the changes of a pandemic, a hybrid workplace or even technology ◆ what can happen when accountants start not being able to cope with the physical and mental demands of their job ◆ how a life-changing trauma like a stroke or major illness can alter the direction of one's life ◆ how 'hitting a wall' forces people like accountants to recalibrate life and career ◆ the mental healing that must accompany physical trauma of a major illness or injury ◆ why nobody is immune from life altering situations and how mental health issues are available to all ◆ the impact of mental breakdown, anxiety and panic attacks for professionals like accountants and CPAs ◆ the role of therapists, coaches and counselors for everyone to help deal with mental, emotional and physical difficulties ◆ what sometimes makes handling mental issues more difficult for men than women ◆ breaking the illusion that accountants don't know everything and can't do everything ◆ the importance of having people looking out for you and outlets to confide in when things are going on 'inside' ◆ why it is often harder for loved ones when someone close to them goes through illness, injury or mental health issues ◆ the unique challenges of super smart professionals like accountants who are super busy and under huge pressures ◆ the illusion of success for accountants that come with billing 3000 hours but also huge pressures ◆ strategies for accounting professionals and CPAs to cope with the pressures of work ◆ the importance for accounting firms to hire people with outside interests from 'the work' ◆ shout out to the book "What's Your And? Unlock the Person Within the Professional" by John Garrett ◆ the relevance of fun and enjoyment in non-work activities for accounting professionals and CPAs ◆ how accountants have become therapists, coaches and counselors for their own business clients in these challenging times Check out Randy's previous interview on here: "Career Advice for Accountants & CPAs with Randy Crabtree" https://bit.ly/3K5rRZL (https://bit.ly/3K5rRZL) Also check out Randy's interview with Rob for his Unique CPA podcast entitled: "Changing Your Life for the Better Now" https://tri-merit.com/podcast/changing-your-life-for-the-better-now (https://tri-merit.com/podcast/changing-your-life-for-the-better-now) Randy's perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating others on stroke awareness, early detection and on the simple pleasures in life like craft beer. He is Randy is also President of Stroke Survivors Empowering Each Other (SSEEO) and part-owner in an award-winning craft beer and bottle shop in Chicago, Illinois. https://www.linkedin.com/in/randy-crabtree-1945a67/ NOTE

BONUS - Rebroadcast of Episode 65 of The Unique CPA ...and it is “pure vaporware” Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation,” to one of the key tenets of The Unique CPA: The changing face of public accounting, which also happens to be a heavy focus of this show. Check out The Unique CPA Podcast at https://tri-merit.com/podcasts/ About the Guest Scott Scarano is the Owner and President of Padgett Business Services of Raleigh-Durham. He founded the Sons of CPAs podcast in 2021. Scott's “Why” is empowering all growth-minded entrepreneurs in his reach to thrive and prosper by approaching problems from a different perspective and analyzing solutions. Scott earned his B.B.A. in Accounting from Campbell University, graduating Summa Cum Laude. Upon graduation, he spent several years working as a staff accountant at local CPA firms in Durham, NC, when Scott discovered his passion for working with small businesses. He is a licensed Enrolled Agent and a certified QuickBooks ProAdvisor. Meet the Host Randy Crabtree, CPA co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession. Schaumberg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC). Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies. all the shout outs Randy Crabtree, Nikole Mackenzie, John Garrett, Josh Lance, Kristen Keats, Terrell Turner, Blake Oliver, Jason Ackerman, Xero, Liz Mason, High Rock, Lil Wayne, GKUA, Byron Patrick, Botkeeper, Padgett, Jeff Phillips, Amanda Aguillard, Ignition, GoProposal, James Ashford, Ron Baker, Mike Michalowicz, Jody Grunden, Acuity, Matthew May, Kenji Kuramoto, Scott Scharf, Patti Scharf Important Links Sons of CPAs on Apple and Spotify Scott Scarano on Twitter Scott Scarano on LinkedIn --- Send in a voice message: https://anchor.fm/sonsofcpas/message

In this episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares from the wealth of knowledge he's gained while running a successful specialty tax consulting firm and teaming up with tax preparers to help them bring more value to their clients.

In this episode of Drink While You Think, Kenji & Matthew sit down with Randy Crabtree, CPA, co-founder and partner at Tri-Merit to talk craft beer and tax credits.Tune in for topics like...

Episode 80. In today's interview, "Career Advice for Accountants & CPAs with Randy Crabtree." Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals in the USA. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world's 10% most popular programs. (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser . He is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country. Some of the takeaways from this interview: ⍟ the story behind The Unique CPA podcast and the two requirements for guests and topics ⍟ what makes a CPA or accountant unique in a world of noise and 'sameness' ⍟ explaining why accounting as a career choice is not so attractive, leading to talent problems and labor shortages in the profession ⍟ why the CPA or accounting qualification is limited in its scope compared to say legal qualifications ⍟ shout out to a previous episode on "Accounting Qualifications - Do Clients Really Care You are FCCA or CPA?" https://bit.ly/3IQGReB (https://bit.ly/3IQGReB) ⍟ what's behind accounting practices rebranding as advisory firms instead of CPA firms or accounting firms ⍟ what makes the good accountants great and separates the average ones from the rest ⍟ the difference between a professional accounting advisor who impacts a client's business vz merely reporting it ⍟ what good communications skills looks like for accountants and how they can acquire them ⍟ the role of passion and enthusiasm in the accounting profession, and why accountants don't always show it ⍟ the importance of self-awareness for accounting practitioners and recalibrating what's important in life and career ⍟ a journey of personal branding and thought leadership for accounting professionals by identifying strengths and passions ⍟ the danger for accountants of thinking that their role or job title is their whole identity ⍟ what makes a CPA or an accounting individual promotable up the career ladder ⍟ the fallacy that accountants and CPAs who do not win business for the firm (rainmakers) are not worthy of promotion ⍟ why it's okay for accountants and CPAs to NOT WANT to be partners in accounting firms ⍟ the definition of a strength for accountants and CPAs in terms of what they love and what they are really good at ⍟ the emergence of specialty firms and niche firms in accountancy and why niching offers competitive advantage ⍟ wise advice for younger CPAs and accountants who want to accelerate their career progression ⍟ the power for accounting professionals of sharing knowledge by developing a platform, creating content and showing passion ⍟ what accounting firm leaders must do to keep and nurture their best people for talent attraction and retention Randy's perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating others on stroke awareness, early detection and on the simple pleasures in life like craft beer. He is Randy is also President of Stroke Survivors Empowering Each Other (SSEEO) and part-owner in an award-winning craft beer and bottle shop in Chicago, Illinois. ◤━━━━━━━━━━━━━━━━━━━━◥ Follow Accounting Influencers on LinkedIn - we'd love to keep you informed on latest interviews, episodes and behind the scenes goodies from the Accounting Influencers Podcast and events. Just go here: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ◣━━━━━━━━━━━━━━━━━━━━◢ NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone

Randy Crabtree is co-founder and partner of Tri-Merit Specialty Tax Professionals, plus a widely followed author, lecturer and podcast host for the accounting profession. His approach to helping businesses and entrepreneurs with getting the most out of the business tax system has been also augmented by his own mission to deliver a personal story of health and wealth that we all need to learn from. Check out Randy's podcast, the Unique CPA here: https://tri-merit.com/podcasts/ Get in touch with Tri-Merit at their website here: https://tri-merit.com/ Thank you for an inspiring and enjoyable conversation, Randy! This episode is brought to you by Veeam Software and the 4-Step Guide to Delivering Extraordinary Software Demos that Win Deals and Diabolical Coffee plus the great folks over at Fiverr!  Want to ensure real privacy online? Check out ExpressVPN and keep your online life protected. 

This week on Order Up, we're joined by Randy Crabtree, Co-Founder and Partner at https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftri-merit.com%2F&data=04%7C01%7CKMcBride%40restaurant.org%7C1d9d9b184c76494f4d1708da134720e6%7C31210ea243c94550aa5990b281cc1d9f%7C0%7C0%7C637843493461996247%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=uJuLq%2FTb9YBZoTEVTIvy343D6lNUA%2BxfdU7BX1bgogw%3D&reserved=0 (Tri-Merit), and Aaron Frazier, Vice President of Public Policy for the National Restaurant Association. Tune in to this insightful interview to hear everything restaurant owners need to know about the latest ERTC Bill in progress, from eligibility to expected timelines. (01:25) - How ERTC was designed for restaurants (05:10) - Eligibility (09:28) - Current refund timelines (11:38) - Tax return deadlines (14:18) - Termination of 2021 ERC  (17:09) - Reversal of recovery (19:25) - Bipartisan support (22:33) - Restaurant advocacy conference To find out more visit the Grassroots Home for the Restaurant Industry here: https://restaurantsact.com/ (https://restaurantsact.com/) For more information and to register for the 2022 Public Affairs Conference, April 25-27 in Washington DC, visit: https://restaurant.org/events-and-community/events-calendar/2022-public-affairs-conference/ (https://restaurant.org/events-and-community/events-calendar/2022-public-affairs-conference/) And find the Employee Retention Tax Credit homepage here: https://www.restaurant.org/issues-and-advocacy/policy-agenda/employee-retention-tax-credit/ (https://www.restaurant.org/issues-and-advocacy/policy-agenda/employee-retention-tax-credit/) This podcast is intended for general informational purposes and is not intended to provide any listener with legal, tax, financial planning, or medical advice, and nothing in this podcast shall be deemed to create or grant any rights to any third parties. Podcast listeners are encouraged to do their own research, and where appropriate, obtain the advice or guidance of legal counsel or the input of other experts with respect to their circumstances, practices and/or applicable laws. Listeners are encouraged to consider the applicability and suitability of the information provided for their own individual circumstances and at their own risk, and the National Restaurant Association and its affiliates cannot warrant the applicability of the information to any particular listener or party. Given the rapidly evolving nature of the pandemic, guidance may change as our understanding of unique challenges that COVID-19 poses within each country, state, and locality evolves. If you'd like to receive new episodes as they're published, please subscribe to https://www.restaurant.org/events/learning/podcasts/order-up (Order Up) in https://podcasts.apple.com/us/podcast/order-up/id1511211971 (Apple Podcasts), https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9IcFhHRHhqVQ (Google Podcasts), https://open.spotify.com/show/3SOAkud8tkbaLCaU8W4Ne5 (Spotify) or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in https://podcasts.apple.com/us/podcast/order-up/id1511211971 (Apple Podcasts). It really helps others find the show. https://www.dante32.com/ (Podcast episode production by Dante32.)

Randy Crabtree, co-founder, and partner of Tri-Merit Specialty Tax Professionals is a widely followed author, lecturer, and podcast host for the accounting profession. Randy is also President of the 501(c)(3) Stroke Survivors Empowering Each Other (SSEEO) and part owner in an award-winning craft beer and bottle shop in Chicago, Illinois. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world's 10% most popular programs. You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA associations, state CPA societies and top 400 CPA firms across the country. In this episode we discuss: Introduction [2:55] Randy's first business at 16 [6:48] Starting his own CPA firm [12:00] Randy as an educator [15:40] Doing podcast, publishing articles, speaking events [19:53] Tax incentives, employee retention credit [21:56] Tri Meit's core values on how they do projects [27:08] How Tri Merit attract and gain CPA firms as clients [29:50] How to identify opportunities within your client base [33:20] Learn more about Randy and Tri Merit [27:22] Links to sources and tools: Connect with Randy Crabtree on LinkedIn https://www.linkedin.com/in/randy-crabtree-1945a67 Need a Specialty Tax Specialist? Visit Tri Merit's website https://tri-merit.com Listen to The Unique CPA podcast https://tri-merit.com/podcasts Listen to other PTSS Episodes: Implementing EOS, Kolbe Assessment and More with Courtney DeRonde How To Build Multiple Side Businesses with James Manske The Benefits and Results of Core Values in a Business with Sherry Eifler Thanks for listening. Don't forget to like us on Facebook: https://www.facebook.com/passthesecretsauce to get updates on new episodes. If you haven't already, please follow and leave a review for our podcast, we'll really appreciate it. And as always, don't forget to pass the secret sauce. Support our podcast If you're a fan of the show, there are three simple things you can do to support our work: Subscribe, rate and review: https://podcasts.apple.com/us/podcast/pass-the-secret-sauce-by-matt-shields/id1506940483 the podcast on iTunes or wherever you subscribe. Tell a family member, friend, or colleague about the show. Subscribe to us on YouTube: https://www.youtube.com/channel/UCJ5eItxsGWyGKC91zd1pzbA and follow us on LinkedIn: https://www.linkedin.com/company/pass-the-secret-sauce-podcast This podcast is hosted by ZenCast.fm

Randy Crabtree Financial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon  Episode 036: What Tax Credits Do I Qualify For? Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast. Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy efficient incentives (179D and 45L), and the employee retention credit (ERC). Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies. Listen to this information-packed Financial Flossing episode, where Randy breaks down various tax credits, and how they affect dentists. Here is what to expect on this week's show: What the Employee Retention Credit is, and how it affects dentists How Randy's firm helps CPAs bring tax savings to their clients How ERC definitions changed from quarter to quarter, how that affected dentists, and how it may affect them in the future How to tell if an “ERC specialist” is legitimate A definition of “cost segregation,” and how it affects dentists Why the R&D tax credit's applicability to dentists can be problematic, and the ways in which you may or may not qualify for them Connect with Randy: WEBSITE: https://tri-merit.com/ LINKEDIN: https://www.linkedin.com/in/randy-crabtree-1945a67/ FACEBOOK: https://www.facebook.com/TriMerit/ TWITTER: https://twitter.com/rancrab PODCAST: https://podcasts.apple.com/us/podcast/the-unique-cpa/id1484824707 Learn more about your ad choices. Visit megaphone.fm/adchoices

Randy Crabtree, CPA is the co-founder of Tri-Merit Specialty Tax Professionals in Schaumberg, IL. Randy has built a niched tax practice, focused on serving business clients with R&D tax credits, energy efficiency tax credits, and Work Opportunity Tax Credits. In this interview, learn why Randy decided to specialize in this interesting niche, and how he did. We'll discuss his marketing strategy, which is surprisingly simple, and he'll also discuss a unique source of talented staff that most businesses completely ignore. Listen to Randy's podcast, "The Unique CPA" at TheUniqueCPA.com or anywhere you get your pods. Learn more about Tri-Merit Specialty Tax Professionals at https://www.Tri-Merit.com. This episode is brought to you by: TaxFirms.com. Participate in a 12-month guided program to accelerate your revenue growth. Learn more at https://TaxFirms.com.

Randy is a widely followed author, lecturer and podcast host for the accounting profession.Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world's 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy-efficient incentives (179D and 45L), and the employee retention credit (ERC).Learn More: https://tri-merit.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals

Randy is a widely followed author, lecturer and podcast host for the accounting profession.Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world's 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy-efficient incentives (179D and 45L), and the employee retention credit (ERC).Learn More: https://tri-merit.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals

On Episode 52 of The Unique CPA, Randy talks to Craig Tobin of Tri-Merit about his Cost Segregation analysis services. With various tax laws becoming favorable, the opportunities for putting assets into a shorter life class, for lookbacks, and for other beneficial tax strategies are bigger than ever. Randy starts off this episode by sharing more information about The Unique CPA Virtual Conference, Coming December 2. Get the full show notes and more resources at TheUniqueCPA.com

There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date.  My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients. Randy and I were talking recently, and the topic came up that, due to the complexity, shifting nature of guidance, it’s easy to miss out on ERC for your clients.  Randy has been studying ERC day in and day out, delivering trainings and webinars on the topic, and is going to highlight what he sees as the 3 most common areas of opportunity that are not getting captured. I also solicited questions from the #Slack channel I host for my clients, from my Daily email list, and a few other locations, so we’ll do a lightning round at the end.  There are 3 common areas that Randy sees needing clarification.  280C Adjustment Do owners and spouses qualify? How to get PPP and ERC to play nicely together We also discuss how valuable this can be for your clients and for you and your business. We conclude the conversation with suggestions on how to price, and where you can find out more about Randy and Tri-Merit. Connect with Randy Crabtree: Website: https://www.tri-merit.com/ LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/   ///////   Free 5-day email course - Better Pricing Strategies for CPAs Get here   Want some help in your CPA firm, but not sure where to start? Schedule a free discovery call with me: https://calendly.com/geraldinecarter/15min   Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options

Randy talks to Barry Devine of Tri-Merit about the incredible opportunities available with the Employee Retention Credit, or ERC, in 2021. They explain the big changes that occurred with the two most recent stimulus bills—which expanded the amount of credit available to businesses—how excess credit exceeding payroll tax liability goes back into the business as cash, and talk about potential interplays between ERC and other tax credits. Get the full show notes and more resources at TheUniqueCPA.com