Recent Insights
25:17
Speakers: Sarah McGregor, Barry M. Weins
Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.
Alert
October 11, 2021
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.
26:26
Speakers: Jason Callaham, Joseph Hennessee
Understand targeted populations in NMTC deals and learn how nonprofits, businesses, and investors can leverage tax credits for community projects.
Article
April 1, 2022
Updated: October 23, 2025
Learn how to obtain the IRS real estate professional tax status. Read about requirements, tax benefits and strategies to improve your qualifications.
Article
May 4, 2026
Physical presence still drives nexus, and remote employees can trigger state tax obligations. Learn how professional services firms can stay compliant.
Article
September 25, 2024
Learn how changes in your nexus footprint affect sales tax compliance and why updating your sales tax software is vital for accurate tax calculations.
Article
December 7, 2023
Discover more about FinCEN's Final Rule regarding using FinCEN identifiers to report beneficial ownership information (BOI) of entities.
Webinar Recording
April 1, 2026
Tune in to our session on energy-related tax incentive updates and gain practical insights for aligning energy investments with tax and business objectives.
Article
September 12, 2023
Learn how the IRS extends catch-up contributions and Roth rules under SECURE Act 2.0. Find out how it affects your retirement planning.
Case Study
August 21, 2024
Learn how Cherry Bekaert maximized tax efficiencies for an online B2C platform, focusing on tax compliance, R&D tax credits and state tax laws.