Randy Lokey

CPA Audit Partner, CRI - Proud Mean Green Alum

[Randy Lokey @RandyLokey]

Growth takes more than a strong idea. It requires the right metrics, operational discipline, and a clear strategy for gaining market share.

Join Brandon Gray and Mike Maxson for Know to Grow on August 18 from 10:00–11:00 a.m. CT. This… https://t.co/4A0PtiuUDg

[Randy Lokey @RandyLokey]

The One Big Beautiful Bill Act is reshaping the higher education landscape, with new provisions affecting financial aid, tax compliance, accountability measures, institutional reporting, and strategic planning.

Learn what higher education… https://t.co/y1SNfUkJHT

[Randy Lokey @RandyLokey]

For private companies looking to move into public markets, it's essential to choose a path that aligns with readiness, capital needs, and long-term strategy. Learn about the different routes from a traditional IPO to SPAC or reverse mergers,… https://t.co/wpDnuIotHk

[Randy Lokey @RandyLokey]

Board members play a crucial role in the stewardship of restricted funds, so it's essential that members understand how they work, how they can be used, and the reporting guidelines. Download this resource to learn what every nonprofit board… https://t.co/gJ6PkSSubh

[Randy Lokey @RandyLokey]

Effective construction cost verification is critical to protecting your organization from overruns, disputes, and financial risk. Independent review processes can help support accuracy, transparency, and accountability throughout the project… https://t.co/6SLYDtkwWH

[Randy Lokey @RandyLokey]

Self-service access to the Business Tax Account platform has been expanded and now includes partnerships, tax-exempt organizations, and federal, state, local, and Indian tribal governments. Learn more about this access expansion and what it… https://t.co/L2MXXAkXHi

[Randy Lokey @RandyLokey]

A recent court decision may create refund opportunities for certain taxpayers affected by COVID-era tax filing and payment deadlines. With the issue remaining unsettled, taxpayers may need to act soon to preserve potential rights before… https://t.co/vIKQBh75xd

[Randy Lokey @RandyLokey]

Transforming accounts payable from a transactional function into a strategic engine can unlock greater efficiency, visibility, and value across your organization. By leveraging automation and strong process design, companies can improve cash… https://t.co/cVIRq5kDiC

[Randy Lokey @RandyLokey]

Gig workers and platform-based businesses are facing renewed questions around Form 1099-K reporting and IRS compliance. It's essential to understand what the latest guidance means, who is affected, and how to avoid common reporting pitfalls.… https://t.co/Qx4mW989AK

[Randy Lokey @RandyLokey]

Gig workers and platform-based businesses are facing renewed questions around Form 1099-K reporting and IRS compliance. It's essential to understand what the latest guidance means, who is affected, and how to avoid common reporting pitfalls.… https://t.co/3LkRfA3hku

[Randy Lokey @RandyLokey]

Special Purpose Acquisition Companies (SPACs) are becoming an increasingly common path to public markets. Learn what's driving the resurgence and why some companies are now considering the path.

#SPAC #PublicMarket https://t.co/WKClmHVCVO

[Randy Lokey @RandyLokey]

A recent court decision has significant implications for micro‑captive insurance arrangements, limiting the IRS’s authority to designate certain transactions as “listed.” This development may reshape compliance considerations and risk… https://t.co/YIj1Ima81i

[Randy Lokey @RandyLokey]

Tax-exempt associations navigating the political world: Listen to the recent episode of the "It Figures" podcast to learn about the legal complexities and consequences that come with participating in political campaigns.

#PoliticalCampaigns… https://t.co/fPUW9f6Eq4

[Randy Lokey @RandyLokey]

ACH fraud is a growing concern for churches, nonprofits, and educational institutions. A clear, well-designed ACH approval policy can help protect your organization, strengthen internal controls, and reduce the risk of unauthorized… https://t.co/dkGEhmHUjC

[Randy Lokey @RandyLokey]

Summer often brings vacations, weddings, camps, business travel, and other seasonal activities, but some of these moments may also come with tax considerations.

Certain expenses and life events can affect your filing situation or create… https://t.co/hA5zmXUy7f

[Randy Lokey @RandyLokey]

Tax code changes under the OBBBA may create new considerations for nonprofit compensation policies.

The excise tax on executive compensation has been expanded beyond the five highest-compensated employees and may now apply to any covered… https://t.co/bdWpN5Yc5G

[Randy Lokey @RandyLokey]

The construction industry is facing a significant leadership transition as seasoned owners approach retirement, making proactive succession and ownership planning essential for long-term stability. This It Figures podcast episode shares… https://t.co/MUgsX32AAL

[Randy Lokey @RandyLokey]

Clean energy incentives introduced in recent years have been rolled back with changes brought on by the OBBBA. Narrowing eligibility and shortening credit lifespans, the OBBBA also shifted energy incentives away from renewable energy toward… https://t.co/BmAjcpTgIx

[Randy Lokey @RandyLokey]

Including a minister's housing allowance when calculating retirement plan contributions can have unintended consequences. Learn the potential issues this poses, and how you can avoid and correct errors.

#MinistersHousingAllowance #Tax https://t.co/jEkfuNY24Y

[Randy Lokey @RandyLokey]

Contributions to Trump Accounts may come with important gift tax considerations. Because these contributions are currently treated as gifts of future interests, they do not qualify for the annual gift tax exclusion and may trigger additional… https://t.co/LSRLZRujTe