Insights

Featured Insights

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Tracking Tax Reform: Ways and Means Releases Reconciliation Bill Text

Alert

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Understanding Tariffs and Their Impact on U.S. Sales and Use Tax Obligations

Article

CFO Early Steps for Planning New ERP and Accounting System

Article

2025's Top 3 Balancing Acts for Middle-Market CFOs

Article

Recent Insights

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Revenue Accounting: Forecasting Benefits & Pitfalls

Article

April 25, 2025

Learn the benefits of accurate revenue forecasting and how it enhances operations, decision-making, performance tracking as well as pitfalls to avoid.

Accounting Advisory Services Accounting Transformation Services CFO Advisory Services Financial Planning and Analysis Services Healthcare Industrial Manufacturing Professional Services Real Estate & Construction Technology

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Build America, Buy America Act: Requirements & Waiver Submission Process

Article

April 24, 2025

Ensure BABA compliance by understanding key domestic content requirements, including U.S.-made materials, wavier guidelines and certification steps.

Accounting Advisory Services CFO Advisory Services Government Contractor Consulting Services Industrial Manufacturing Professional Services Real Estate & Construction Risk Advisory Services

Strategic Staffing Partnership Drives Long-Term Success for Growing IT Services Firm

Case Study

April 22, 2025

Learn how Cordia Resources by Cherry Bekaert delivered interim staffing and recruiting services to support a private equity-backed IT services firm.

Consumer Goods Financial Services Government & Public Sector Government Contractor Consulting Services Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Recruiting & Staffing Technology

IRS Changes and Challenges in 2025

Podcast

April 9, 2025

Tax Beat

27:36

Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman

Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.

Consumer Goods Financial Services Government & Public Sector Healthcare Higher Education Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Tax Services Technology

Regulatory Compliance Digest | Q2 2025

Newsletter

April 9, 2025

Our Q2 Regulatory Compliance Digest provides the latest updates from FinCEN, CFPB, FDIC, OFAC, and federal bank regulatory agencies.

Financial Institutions Financial Services Risk Advisory Services

GASB 101 Podcast Series – Part Four: Journal Entries, Disclosures, and Go-Forward Training

Podcast

April 7, 2025

Government & Public Sector

21:14

Speakers: Danny Martinez, Scott Anderson

Understand GASB 101 requirements for journal entries, financial statement restatements, and how to prepare effective go-forward training plans.

GASB-as-a-Service Government & Public Sector

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The Qualified Business Income Deduction and the Impact of Potential Expiration

Article

April 3, 2025

Learn how the potential expiration of the QBI deduction in 2025 may impact pass-through businesses and what tax planning steps you should consider.

Tax Services Tax Policy

Business person working on a laptop using AI to help manage data storage

Next Level Managed Service Providers With Automation and AI

Article

April 3, 2025

Learn how Managed Services Providers (MSPs) are integrating AI and automation to improve cybersecurity, asset management and IT monitoring.

Consumer Goods Digital Advisory Financial Services Healthcare Industrial Manufacturing Life Sciences Managed IT Services Private Client Services Private Equity Real Estate & Construction Technology

Business people sitting at a desk looking at documents and tablet devices

Employee Retention Credit Update: Taxpayers May Now Report Income Tax Effects in the Year They Receive an ERC Refund

Article

April 1, 2025

Learn how the IRS changes ERC refund rules — taxpayers may now report income tax effects in the year they receive the refund, simplifying compliance.

Employee Retention Credit Tax Credits & Incentives Advisory

Doctor with tablet in hospital for healthcare

Revenue Data Management for a Healthcare Company

Case Study

April 1, 2025

Explore Cherry Bekaert's three-phase approach to reconcile 500K transaction and automate healthcare accounting for cost savings and efficiency.

Accounting Advisory Services CFO Advisory Services Financial Planning and Analysis Services Healthcare Risk Advisory Services

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