Jose Esquerdo

[Jose Esquerdo @esquerdoXjose]

Whether you are planning to sell, retire, or transition ownership, preparation makes all the difference. Download our free Exit Ready Assessment tool to evaluate your current position and identify the next steps for building a strategy that… https://t.co/ScmCqHA7T8

[Jose Esquerdo @esquerdoXjose]

Nonprofits are navigating a funding landscape that is increasingly competitive and less predictable. As grant cycles tighten, many organizations are exploring new ways to build financial stability through alternative investments, endowment… https://t.co/H6V5kx43DH

[Jose Esquerdo @esquerdoXjose]

With the federal government no longer accepting paper checks for tax payments or refunds, the shift to electronic transactions brings faster, safer, and more efficient processing for individuals and businesses alike. Discover how to prepare… https://t.co/fF8OUTvy8d

[Jose Esquerdo @esquerdoXjose]

With the federal government no longer accepting paper checks for tax payments or refunds, the shift to electronic transactions brings faster, safer, and more efficient processing for individuals and businesses alike. Discover how to prepare… https://t.co/W8prXIxOzm

[Jose Esquerdo @esquerdoXjose]

Domain II — Ethics and Professionalism: An Ethics Update for Internal Auditors
December 11 | 10:00–11:00 AM CST
Live Virtual Webinar | Eligible for 1.0 CPE credit

Join Carr, Riggs & Ingram for a focused exploration of Domain II—Ethics and… https://t.co/DgkJR4hIp2

[Jose Esquerdo @esquerdoXjose]

Even as regulations evolve and practice demands grow, it's important for physician practices to strengthen profitability, improve cash flow, and make confident decisions. Discover how CRI helps physicians navigate these changes with… https://t.co/UxiIfE5fTG

[Jose Esquerdo @esquerdoXjose]

For individuals age 70½ and older, giving directly from an IRA is one of the most effective ways to support the causes you care about. But with the higher standard deduction now permanent under the One Big Beautiful Bill Act—and recent… https://t.co/TUjWUTfVx3

[Jose Esquerdo @esquerdoXjose]

2025 Nonprofit Tax Year-End Review
December 11 | 2:00–3:00 PM CST
Live Virtual Webinar | Eligible for 1 CPE credit

This year has brought meaningful tax updates that churches, higher education institutions, and other exempt organizations… https://t.co/LucExTTfct

[Jose Esquerdo @esquerdoXjose]

Exit planning isn’t just for owners preparing to sell — it’s a long-term strategy to strengthen operations, protect value, and ensure your business is positioned for a smooth transition. Learn how starting early allows you to align financial… https://t.co/zcCtgyUcHk

[Jose Esquerdo @esquerdoXjose]

Not all physician contracts are created equal. From compensation models to autonomy and long-term financial impact, understanding your options is crucial before you sign an employment agreement. Explore the key factors physicians should… https://t.co/YMLDEuEbMN

[Jose Esquerdo @esquerdoXjose]

The latest GASB Implementation Guide provides important clarifications across several areas of governmental accounting — from the treatment of “ghost columns” in financial statements to updated guidance on accounting changes, error… https://t.co/i9fzE6tjGv

[Jose Esquerdo @esquerdoXjose]

The IRS has released its 2026 inflation adjustments, including over 60 tax provisions. These updates, including changes from the One Big Beautiful Bill Act, are key for proactive planning. Explore what's changing and how it could affect your… https://t.co/AeaR2nojfb

[Jose Esquerdo @esquerdoXjose]

The One Big Beautiful Bill Act (OBBBA) introduces sweeping tax reforms that will significantly impact exempt organizations, including nonprofits and higher education institutions. From expanded excise taxes on executive compensation to new… https://t.co/7yfUx5NpCd

[Jose Esquerdo @esquerdoXjose]

Choosing the legal entity your company will operate under is one of the earliest and most crucial decisions a business owner makes. There are various structures, each with advantages and limitations—selecting the correct structure for your… https://t.co/7U7hvOmHv6

[Jose Esquerdo @esquerdoXjose]

Launching a healthcare practice takes more than medical expertise. From choosing the right entity and planning for taxes to managing compliance and cash flow, the financial foundation is just as important as patient care. Discover the key… https://t.co/jjfqXg0A0y

[Jose Esquerdo @esquerdoXjose]

Captive insurance companies aren’t one-size-fits-all. From cost savings and tax advantages to coverage for hard-to-insure risks, captives give organizations more control over risk management. Thinking about whether a captive could be right… https://t.co/Xa9dTQh5Yv

[Jose Esquerdo @esquerdoXjose]

2025 Year-End Tax Planning for You & Your Family
November 13, 2025 | 10:00 a.m. CT

From shifting income thresholds to revamped deductions and credits, this session will cover the must-know changes impacting high-income earners, retirees… https://t.co/NFBDzw6YZZ

[Jose Esquerdo @esquerdoXjose]

Whether you are planning to sell, retire, or transition ownership, preparation makes all the difference. Download our free Exit Ready Assessment tool to evaluate your current position and identify the next steps for building a strategy that… https://t.co/fplDTLykdp

[Jose Esquerdo @esquerdoXjose]

Nonprofits play a vital role in our communities, delivering food, housing, education, and health services to those who need them most. Yet during government shutdowns, many organizations find themselves caught in the middle with payments… https://t.co/MLrb6mDI6p

[Jose Esquerdo @esquerdoXjose]

Maintaining integrity in church financial management starts with clear, consistent guidelines for credit card use. A well-defined policy helps safeguard resources, promote accountability, and prevent misuse. Download our Sample Church Credit… https://t.co/ZML6HTjx8H