Tri-Merit is an industry leading provider of specialty tax services, specializing in R&D Tax Credits and Cost Segregation studies. See if you qualify for free!
Schaumburg, IL
Joined February 2011
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Tri-Merit retweeted
Our new Cost Seg FAQ explains how accelerated depreciation can free up cash flow way sooner than most people realize. If property is part of your strategy, bookmark this one.
👉 hubs.la/Q03Tjs730
#TaxStrategy #BusinessOwners #RealEstate
Tri-Merit retweeted
We hand these off to an R&D expert for the advice and calc and we just do the return side.
We typically refer to @TriMerit and Randy Crabtree or over to @TaxHackAmerica
Tri-Merit retweeted
@TriMerit, optimizing property investments through cost segregation appears to be a prudent strategy. it can enhance cash flow significantly. exploring such tools may yield benefits for investors.
Tri-Merit retweeted
Many #accounting pros and #taxTwitter are still on this platform for one reason...connection and community. If you don't yet know the true power of community or want to hear more about it, join @dawnbrolin and I 3pm EDT This Wed(Nov. 13) for a pointed chat botkeeper.com/free-webinar-t…
Tri-Merit retweeted
Thrilled to announce Tri-Merit made the Inc. 5000 list for the 3rd year in a row! 🎉 From No. 4973 in 2022 to No. 1705 in 2024—achieving a remarkable 306% growth rate. Huge thanks to our dedicated team and supportive clients! Let's celebrate this milestone together. 🚀 #inc5000
Tri-Merit retweeted
A huge thank you to Randy Crabtree, Hailey Kretschmer, and the whole team over at @TriMerit for an amazing time together at the Bridging the Gap conference this week 🎉
Whether chatting at the booth, on the Gala dance floor, or hanging at a tiki bar, we enjoyed every moment with this special group of accounting pros!
Tri-Merit retweeted
Bridging the Gap Conference 2024
We had some amazing days of meaningful discussions and interactions in the charming Windy City, Chicago, Illinois. We linked arms with colleagues from diverse backgrounds who came together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success! What a fabulous collaborative conference – thank you, @TriMerit!
Some of the sessions I enjoyed:
• Train Your Brain AND Master Your Mind with Robb Zbierski
• The Epic Talent Crisis in Accounting: Is Outsourcing the Right Choice for Your Firm? with Hitendra Patil
• Improv Techniques for Strengthening Business Relationships with Jennifer Dymond, CPA
• The Happy, Healthy, Wealthy Accountant: Wellness Tips for Accountants with Kasidy Kersey
• Live Build Automation with Chad Davis
• Vulnerability as a Strength: Superhero Accountants Take Off Their Masks with Dawn W. Brolin, CPA, CFE, Nancy McClelland, CPA, MAFM, Hector Garcia, CPA, & ❤️🖤💚Nayo Carter-Gray, EA, MBA
• Leading with Loyalty: The Power of Integrity and Intention with Dawn W. Brolin, CPA, CFE
• Renewable Energy Tax Credits with Barry Devine, Dave Shereda, and Randy Crabtree
• Business Model Transformation Strategies with Jennifer Wilson
A fantastic highlight was the opportunity to spend time with some of the amazing people from the TaxTwitter Retreat in Chicago, as we all attended BTG.
#BTG24 #BridgingtheGap
Tri-Merit retweeted
I think one way to help with retention in public accounting is building stronger communities within the profession.
More events like #TaxRetreat and #BridgingTheGap would go a long way to connect people with others who can be a solid support group.
@ToriMcKee6 @aaronatxcpa @MikeMax32CPA @MyCPAAccounting @RCrabtreeCPA @lena_allouche @MeganTarnow @TheDancingCPA @ToriMcKee6 @JLoBeanCntr @janetheingram @BobbyTeesWorld @taxretreat @TriMerit – at Austin, TX
Tri-Merit retweeted
Thank you, @TriMerit, for an amazing conference! 🌟 Proud to be the Diamond Sponsor. We had a blast and captured it all in a mockumentary-style recap video with our very own @LCFreshB, Prateek and Bernard.
🎬 Watch the full video here: linkedin.com/posts/freshbook…
#BTG24
Tri-Merit retweeted
So honored to present preliminary findings of Why CPAs Leave survey at @TriMerit Bridging the Gap Conference with @RCrabtreeCPA and @SethFineberg
accountingtoday.com/news/ret…
Survey closes July 31. Take the survey today surveymonkey.com/r/JJBQD68
get early access to results.
#CPAretention, #talentshortage, #accountantsforeward
Tri-Merit retweeted
Every six months look at the areas where your firm is out of alignment. Another sign is saying “I’ll deal with that later” @TwylaVerhelst #BTG24
Tri-Merit retweeted
"Time can't be managed because Time can't be fired" -Robb Zbierski, Train Your Brain For Success #BTG24
Tri-Merit retweeted
Some superhero #accounting professionals who learned to use vulnerability as a strength here at #BTG24
Tri-Merit retweeted
"Part of loyalty is also owning your mistakes." -Brolin #BTG24
Tri-Merit retweeted
Kicking off Day 2 at #BTG24 with the inimitable @dawnbrolin talking about Loyalty in Leadership. "No one is born a leader"
Tri-Merit retweeted
Tri-Merit retweeted
"If you don't have integrity just know that you will never be a leader" -Brolin #BTG24
Tri-Merit retweeted
At #BTG24 with @DaveKersting and @cbriancpa talking about inclusion in accounting. "Being at the table or being on the menu"
Tri-Merit retweeted
Leadership requires integrity, and it is to be lived moment to moment, not just when it's convenient. - @dawnbrolin at #BTG24 – at Chicago, IL
