Insights

The IRS' Automatic Exemption from Penalty (AEP) program streamlines and expands access to penalty relief for eligible taxpayers. Learn how it works.

Watch and learn about Q3 2026 federal tax policy updates, tax legislation, SALT changes, election developments, and business tax planning strategies.

Explore why taxpayers with pending Employee Retention Credit claim filings in 2026 now require a documented defense strategy and the risks they face.

Explore our 60-day budgeting guide for middle-market companies and find out how less formula complexity leads to more operational visibility.

Understand the benefits of outsourced accounting services and how outsourcing can offer more advantages than in-house accounting and bookkeeping.

Get insights in to the latest California and SEC climate disclosure rules, carbon reporting, and their implications for public companies.

Unlock smarter CFO budget planning for modern financial leaders. Explore strategies to drive value, overcome challenges and thrive in a dynamic market.

Discover key private equity trends in Cherry Bekaert's PE Mid-year 2026 Report, including deal repricing and AI's impact on software and energy.

Discover how a modern finance operations model combines both outsourced accounting and CFO services to improve decision-making and growth.