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Insights

Recent Insights

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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.

Recurring Revenue Valuations

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.

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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.

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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.