Recent Insights
Webinar Recording
February 27, 2026
Watch our webinar and learn strategic tax planning for 2026: maximize tax credits and incentives, manage SALT risk, and properly utilize NMTC financing.
Report
February 25, 2026
Private equity rebounded in 2025 with over 9,000 transactions totaling $1.2 trillion in value. Explore market trends, industry insights and 2026 forecast in our report.
Newsletter
February 19, 2026
Discover key updates from the February 2026 tax policy review, including government funding developments, new tax reform guidance and IRS changes.
Article
February 19, 2026
The finalized Form 6765 instructions mark the IRS's shift to a project-specific disclosure approach. Explore what the new rules mean for R&D tax credits.
Article
November 19, 2024
Updated: February 18, 2026
Learn everything about SOX compliance in this comprehensive guide. Understand SOX requirements, benefits, challenges and strategies for successful implementation.
Article
February 17, 2026
Delve into how the 2026 midterm elections may impact the Senate and the future of U.S. tax policy, and get the latest updates as developments occur.
Article
February 17, 2026
Explore the possible outcomes of the 2026 midterm elections, their implications, expectations for the 120th Congress and the latest policy updates.
Article
February 17, 2026
Explore why I-9 Audits are essential. Stay compliant with I-9 form updates, avoid steep penalties and protect your business from enforcement risks.
Article
February 11, 2026
Discover how SB 711 reshapes California R&D tax credits for 2026 with ASC adoption, immediate expensing and planning opportunities for businesses.
Video
February 10, 2026
Discover key insights from Cherry Bekaert's 2025 Middle Market CFO Survey and how finance leaders are moving beyond traditional roles to fuel growth.