Recent Insights
Webinar Recording
September 30, 2025
Learn NMTC application writing best practices, from CDE readiness and CDFI Fund guidance to NOAA timing and pipeline development.
Report
August 18, 2025
Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.
Article
August 20, 2025
Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.
28:33
Speakers: Chase Wright
Year of Efficiency for tech companies. Listen to our podcast as our accounting advisory experts discuss how to optimize processes within your technology company.
18:03
Speakers: Martin Karamon, Melinda Young, Vivian Kohrs
Unlock cash-saving opportunities for scaling technology businesses. Gain valuable insights into utilizing and monetizing tax credits, overcoming staffing issues, and more.
Case Study
June 11, 2026
Learn how a retail SaaS company improved multi-entity accounting, SaaS KPI tracking, and financial reporting after rapid acquisitions.
Article
November 8, 2024
Learn to navigate three revenue recognition pitfalls and ensure ASC 606 compliance with SaaS, cloud contracts, and payment processor partnerships.
Article
July 12, 2024
Review the differences between physical and economic nexus and how they affect sales tax obligations for tech companies during a sale.
Case Study
May 23, 2023
Discover how Cherry Bekaert's sales tax team helped a cloud-based SaaS company reduce sales tax exposure by $900K.
Article
October 30, 2025
Updated: December 12, 2025
Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and enhance value.