Recent Insights
Article
July 10, 2025
Texas state legislature has enhanced the R&D franchise tax credit with the passing of Senate Bill 2206. Find out the details here.
Webinar Recording
July 9, 2025
Learn how to leverage New Market Tax Credits (NMTCs) to help impact community develop and strategically finance projects in underserved areas.
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.
Article
April 1, 2025
Learn about the IRS’s ERC refund update and how taxpayers may now report income tax effects in the year they receive the refund, simplifying compliance.
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.
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.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.
16:57
Speakers: Trevor Nelson
Learn how New Markets Tax Credits helped Meals on Wheels drive economic development and expand outreach through strategic nonprofit funding.
Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.
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.