Recent Insights
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.
Article
June 17, 2025
Learn how ransomware and cyber espionage differ and why tailored response planning for each is the key to minimizing business and legal risks.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.
Webinar Recording
June 13, 2025
Watch our Q2 2025 Tax Policy webinar for insights on tax reform, trade changes, and strategies for businesses and taxpayers to stay compliant.
Webinar Recording
June 13, 2025
Watch our webinar and learn how tax nexus affects your state filing obligations and how to avoid costly SALT compliance mistakes.
Newsletter
June 12, 2025
Learn about the 2025 tax reform bill and how proposed tax reforms may reshape business credits, SALT caps and more. See the June updates here.
Webinar Recording
June 12, 2025
Watch to explore the benefits of unifying data lakes and warehouses with a data lakehouse architecture to enhance real-time analytics and automation.