Recent Insights
Webinar Recording
August 18, 2022
Learn best practices for managing federal funds including CARES Act, American Rescue Plan Act (ARPA), and Infrastructure Investment and Jobs Act (IIJA).
Webinar Recording
September 29, 2025
Get guidance on state tax planning after 2025 reform: PTET elections, SALT cap updates, research expense rules, and bonus depreciation differences.
Webinar Recording
December 6, 2023
Watch our webinar for an introduction to Alteryx Designer. Discover the art of data shaping. Connect, transform, and automate data for insightful analytics.
08:53
Speakers: Christopher L. Lewis
Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.
Case Study
March 5, 2026
Learn how advisory-driven recruiting solved a controller leadership gap and reduced operational risk for a fast-growing consumer goods company.
Article
November 2, 2023
Get expert insights into IRA's Section 6417 elective pay provisions and the importance of domestic content for maximizing the tax benefits of your clean energy investments.
Article
August 3, 2021
Can foreigners invest in U.S. real estate? How are foreign investments in U.S. real estate taxed? Learn more here & contact us for assistance.
Case Study
July 1, 2026
Learn how an animal welfare organization improved fund stewardship, financial reporting, and donor restricted fund management to support growth.
Article
November 3, 2022
Learn how your manufacturing company can avoid overpaying sales and use tax on maintenance, repair, and operating (MRO) supplies.
Video
April 29, 2019
Jim Kaplan talks about how Cherry Bekaert offers best practices to help shape Cornell Dubilier’s business objectives.