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Randy Crabtree, CPA

Randy Crabtree, CPA

Co-Founder, Tri-Merit Specialty Tax Professionals
Schaumburg,IL
  • 4.7
  • 876 reviews
  • 1.5k Professionals Trained
  • 2 Courses

About Speaker Randy Crabtree, CPA

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.

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 (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

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.

  • Employee Retention Credit
  • R&D Tax Credit
  • Specialty Tax
  • Public Accounting

4.7

(876)
78%
18%
3%
1%
0%

SH

very good introduction to these credits and the instructor and company are good contacts on complications for documenting the reason businesses qualify for the credits.

TW

This session was very informative and will have an immediate impact upon how my firm handles our own ERTC and the potential ERTCs for our clients.

DP

Randy is a very skillful and qualified subject matter speaker from what I have seen, he seems to be among the best. His information was relevant and easy to understand.

AM

A powerful lessons learned that will help my practice and understanding the details to expertly communicate experiences we can us.

HV

I am continually impressed by the quality of myCPE. This presentation was no exception. Great job!

WR

Great seminar and full of information. And being free, how can you beat that!

MG

An excellent speaker from myCPE on a timely topic that applies to so many businesses. The webinar was informative and the speaker responded to questions in the chat.

DC

This is one of those programs I would like to revisit; after hearing it, applying it to my situation, I would like to listen again for the things I might have missed first time around. Great progam.

AL

good

CN

Great webinar!

PC

Very informative webinar, knowledgeable instructors with a wealth of knowledge

FR

Reinforced knowledge of ERC

FH

awesome

NS

Very good, the instructor really knew what he was talking about and discussed gray areas and how he saw they may play out going forward.

TM

I learned that I need to take more classes on these types of things even though I do not prepare payroll.

TR

great seminar

NH

It was a great webinar on ERC, but I would like to have seen it be presented over a 2-hr webinar, instead of being crunched into one hour. So much material to cover!

MM

Excellent presentation!

JG

It was a good informative hour of ERC talk

LG

Great

MB

Well done. Very informative!

SW

Enjoyed this training overall and was engaged for the entire time. Presenter did a great job. Would recommend to co-workers.

AG

Very informative and effective webinar!

SD

Great update on the ERC!

TM

Great information. Wish there was a more in-depth session on filling out the forms and getting the best documentation together. I learned so much, thank you!

EL

Great attention to details and the information shared was very helpful.

CC

Greate presenter on a somewhat complex subject. I appreciate how clearly it was presented.

JC

excellent presentation

MHG

Great presentation with an effective instructor.

MS

Great learning today. Instructor is well prepared and knowledgeable.

AK

Very interesting and informative

LM

GOOD CLASS, AS USUAL

DF

Was very informative and kept my interest. Helped me to understand the ERC

DK

Heavy presentation, there is a lot more to this subject than initially meets the eye, and the presentation clearly demonstrated this, and provided and example as well.

MH

Great seminar on a very complex subject.

DH

It was great information.

DY

Very informative and provides info I needed regarding ERC.

SM

It was a very informative webinar

WJM

The presenter was great, technical and very knowledgeable!

KT

Excellent presentation.

AR

User friendly, easy to access, good quality from a virtual technology perspective. Great content.

GR

I had a great experience. It was my first time using this process and it worked well

JH

Very informative, detail webinar

AR

Great Program. Outstanding

MM

Great tips for ERC

AR

Great course.

JP

Great presentation

BH

The one thing I was missing with the ERC credit was addressed in this seminar which has not been in any other ERC webinar I have attended. I thought that was great!

AK

Timely/Relevant content, greater presenter!

LC

Very informative!

MR

Good program.

PC

Timely information on confusing topic presented in a manner that I can take back to clients and discuss strategies

KH

Good overview of the subject

SO

My only mild "agree" was because the instructor....and his topic....needed more time. No one's fault...tough topic. Also....I think I stepped away & missed the first question. I hope that doesn't disqualify me.

HK

Very good...impressed. Will utilize more.

AK

Upper Michigan was left off the map. This webinar was very informative and useful. Although I don't handle 941s it was still helpful information that I was able to write down notes to use in the future

BM

This was a great webinar!

BH

Both presenters were good but the 2nd one talked very fast and not as clearly as the 1st.

NB

would have like to see a case study example from start to acutal 941x

MM

Very good.

NW

Good webinar, knowledgeable presenter.

MG

Good content & presentation.

MR

it was beneficial

PO

Good pre-read materials.

RW

Good webinar

DF

needed more time

KB

Good information, examples could have been explained in more detail.

SS

Good webinar.

RJ

I had no problems with viewing the webinar. The opening host was a bit hard to understand, but everything worked well for the presenter.

RH

N/A

AK

The information provided was good, but there was no answering of questions during the session and it seemed like he was rushing through it.

NP

There were 4 speakers present but only 1 talked - why others?

FREE
The Employee Retention Credit and its Interaction with Other Credits & Incentives

The Employee Retention Credit and its Interaction with Other Credits & Incentives

  • Jul 21, 02:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
Completed
  • 4.5 (511)
FREE
Maximizing the Employee Retention Credit

Maximizing the Employee Retention Credit

  • Jul 15, 02:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
Completed
  • 4.6 (365)
FREE
The Employee Retention Credit and its Interaction with Other Credits & Incentives

The Employee Retention Credit and its Interaction with Other Credits & Incentives

  • Jun 22, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
Completed
  • 4.5 (511)
FREE
Maximizing the Employee Retention Credit

Maximizing the Employee Retention Credit

  • Jun 11, 12:00 PM EST
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • SHRM
  • CTEC
Completed
  • 4.6 (365)