Recent Insights
Webinar Recording
June 27, 2025
Watch and learn 2025 disclosure changes to Form 6765 and how to maintain compliance with new R&D tax credit rules under IRC Sections 41 and 174.
Article
April 1, 2025
Updated: June 26, 2025
Learn about the IRS’s ERC refund update and how taxpayers may now report income tax effects in the year they receive the refund, simplifying compliance.
43:00
Speakers: Sam McCarthy
Explore how CFO and HR leaders can collaborate to drive strategic growth, improve engagement, and align people strategies with business outcomes.
Case Study
June 24, 2025
Learn how Cordia Resources by Cherry Bekaert delivered rapid interim finance talent to support global audits and deadlines for a rapidly growing AI firm.
Article
June 19, 2025
Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.
Article
November 22, 2024
Updated: June 19, 2025
Learn more about financial planning and analysis, along with budgeting and forecasting, with these definitions and frequently asked questions.
13:52
Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier
Gain practical advice on handling business interruption insurance claims, understanding key coverages, and working with forensic accountants.
Video
June 18, 2025
Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.
Alert
June 17, 2025
Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.