Recent Insights

Alert
July 7, 2025
Republicans passed the reconciliation bill on Thursday, allowing President Trump to sign it into law on July 4. Learn more about the final version here.

Alert
June 27, 2025
Congress pushes forward on federal tax reform as the Senate and House work to finalize the reconciliation bill ahead of the July 4 deadline.

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.

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.

Article
June 24, 2025
Accounting for tariffs has become essential for avoiding distorted financials. Explore our 6-step guide on how to account for tariff costs accurately.

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.

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.