Craig Geist, CPA’s Post

Construction tech is at the forefront of the upcoming AGC Technology Conference! 🏗️ Join Carmel Wynkoop and Travis Christens as they dive into “Utilizing BI and Analytics for Strategic Advantage in Construction.” This insightful presentation explores how predictive analytics combined with BI tools can revolutionize strategic planning, risk management, operational efficiency and customer insights, driving competitive edge and profitability. 💡 🎟️ There is still time to reserve your spot: https://ow.ly/1JG050SAUAl. #ConstructionIndustry #ConstructionTech #BI

🚀Exploring the Explosive Growth of AI🚀 Our very own Dean Quiambao, Partner recently joined George Grombacher on the LifeBlood podcast to chat about the rapid advancement of AI, the rigorous discipline required for programs like 75 Hard and the immense value of community and accountability in achieving both personal and professional milestones. 🎧Tune in to the insightful conversation now: https://ow.ly/rKzA50SAUAj #AI #technology #innovation #75Hard

New AICPA Draft on Valuing Equity Securities! 📊 The AICPA recently released a working draft update to Chapters 8 and 9 for “Valuing Privately-Held-Company Equity Securities Issued as Compensation.” Here are the highlights: 🔹Calibration to Transaction Prices: Ensures valuation models reflect real market conditions. 🔹Orderly Transactions: Clear(er) guidance on identifying and using orderly transactions. 🔹Market Participant Perspective: Emphasizes market participant assumptions for fair value estimates. 🔹Enhanced Disclosures: Improved transparency for stock-based compensation awards. 💡 Why It Matters: These updates were made to address the growing volume and relevancy of secondary transactions and aligning the accounting disclosures with relevance guidance published since the original 2013 guide. Stay tuned for the final version and contact your Armanino specialist for more details on how these chapters may affect your valuation: https://ow.ly/UNpX50SAUA3 #AICPA #Accounting #Valuation #Compensation #EquityMarkets

The commercial real estate market is full of uncertainties—from deal flow to compliance hurdles, rising interest rates, security breaches and economic shifts that threaten your operation. Before you start your next transaction, be sure to examine these key areas for potential risk exposure: 🛡️ Cyberattacks: Protect your portfolio and transaction data from evolving threats. 💼 Talent gaps: Address workforce shortages through outsourcing and AI. ⛓️ Supply chain instability: Diversify your supplier base and plan for disruptions. 💲 Economic fluctuations: Monitor and adapt to market changes. 🌎 Changing ESG standards: Stay compliant with evolving sustainability rules. Explore more ways to identify and manage risks to your CRE firm: https://ow.ly/WO4C50SAUAv #CommercialRealEstate #SupplyChain #RiskManagement #CRE #Cybersecurity

We just connected with Seattle's top arts and museums CFOs -- and made a bunch of wild new friends at the incredible Woodland Park Zoo. 🐆🦒🐒 We were fortunate to be able to present on AI to this esteemed group of CFOs. Among the content covered, we discussed the ways AI can help: 📌 Reduce Reliance on Manual Processes 📌 Create Visibility to Reporting 📌 Synchronize Internal Systems Thank you to all who attended this unique event! #AI #CFO #Seattle #museums #PerformingArts

Join us in July and throughout October for our ✨BRAND NEW✨ exclusive webinar series, "Mastering Workday: Ask an Expert." Tailored to help you navigate complex processes, harness advanced features and engage directly with our Workday experts. July sessions will include: 🔹Data Warehousing and Integrations to Better Enhance Your Planning, Reporting and Analytics 🔹Order-to-Cash Process Optimization 🔹Empowering Business Agility: Job Architecture Roadmap Enhancements Register now to kick off your Workday learning journey: https://ow.ly/gVjI50SxrKn #Workday #AccountingSoftware #FinancialMangement #accounting

📢 Attention manufacturers and distributors: If you haven’t started preparing for your 2025 tax filing, you’re already behind the curve. Early tax planning is essential to maximize deductions and stay compliant with current regulations. Here are a few areas for privately-held M&D companies to explore during tax planning season: 📌 Prepare for R&D Expenditure Amortization: With the new requirement to amortize R&D expenditures over five or fifteen years (depending on type of expense), you’ll need to reassess your income projections and tax payments to ensure proper planning. Reviewing state nexus activities and FDIC protection is also crucial to maintain compliance and safeguard assets. 📌 Leverage Depreciation and Retirement Plan Benefits: Capitalize on the 60% federal bonus depreciation for 2024 by investing in new equipment and facilities before year-end and adopt qualified retirement plans under the SECURE 2.0 Act to benefit both your company and employees. 📌 Optimize Charitable Contributions and Estate Planning: Evaluate charitable contributions and consider making qualified charitable distributions from IRAs if over age 70.5. Updating estate plans before the potential reduction in the lifetime exemption in 2026 is also essential to take full advantage of gifting opportunities. Don’t leave money on the table this year! Use our Mid-Year Tax Planning Checklist to ensure you’re investing in the right areas of your business now to increase your return next year. https://ow.ly/8g0P50SxrLc #Manufacturing #TaxPlanning #ResearchAndDevelopment #TaxCredits

Prioritizing professional development is key when it comes to career growth. 🗝️ We're excited to showcase Jen Vacha's impactful journey with the Missouri Society of Certified Public Accountants (MOCPA), where she has served on the board, contributed as a member of the education foundation board and most recently, played a crucial role as board treasurer. Throughout her journey, Jen has consistently demonstrated a strong commitment to championing the professional development of MOCPA's 9,000+ professionals. As Jen steps into her third year as treasurer, we eagerly anticipate the significant impact she will make. #CPA #accounting #Missouri

What happens to your money when you don’t have an estate plan? 💸 Don’t leave that up to your loved ones to find out. If you’re one of the two thirds of Americans who don’t have a will, don’t keep pushing your estate planning to another day. 📜Discover how our trust and estate planning services can help safeguard your legacy: https://ow.ly/nEkj50SwlF5 #EstatePlanning #trusts #wills

🚀 Enhance Your PE Exit Strategy 🚀 In today’s economic climate, the journey to selling your portfolio company begins long before you’re ready to finalize the deal. By proactively improving financial performance and refining operational strategies now, you can significantly enhance the attractiveness of your portfolio company to potential investors. Explore three essential tactics to optimize your PE exit strategy in our latest article: https://ow.ly/gzPX50SwlEU #PrivateEquity #PortfolioManagement #MergersAndAcquisitions #ExitStrategy