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Insights

Recent Insights

Webinar Recording

July 27, 2020

Watch now to learn more about potential state & local tax exposures that companies may face as offices remain closed and employees continue working online.

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Article

April 18, 2019

The American Institute of Certified Public Accountants’ (“AICPA”) Professional Ethics Executive Committee has issued an exposure draft that proposes a new interpretation of a confidentiality rule concerning the disclosure of confidential client information.

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Podcast

February 6, 2023

27:03

Speakers: Deborah Walker, Sarah McGregor

Learn more about many new retirement plan provisions in the SECURE 2.0 Act. We explain changes to RMD, 529 plans, catch-up contributions, and more.

Case Study

May 25, 2021

Get our case study about the New Markets Tax Credit Allocation for Poe West which created more affordable occupancy options for businesses.

Case Study

December 28, 2020

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Mixed-Use Real Estate & learn more on how we helped The Landing in Fort Wayne, IN.

Case Study

November 2, 2020

Discover how Cherry Bekaert helped streamline the Fairfield County government complex with a successful NMTC project.

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Alert

April 23, 2025

Indiana's latest tax reform offers significant relief for businesses through new personal property tax exemptions and future policy changes.

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Article

April 28, 2022

On April 1st, 2022 significant legislation was passed in Georgia addressing various income tax changes. Learn how these updates can impact you or your business.

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Article

February 9, 2022

See which states require early Pass-Through Entity (PTE) tax elections for the 2022 calendar year. Contact our advisors for more guidance.

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Podcast

March 3, 2020

07:26

In part one of this podcast series, hear about Opportunity Zone final regulations, tax incentives and other key highlights to come for investors.