Recent Insights
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.
Alert
July 7, 2025
Republicans passed the reconciliation bill on Thursday, allowing President Trump to sign it into law on July 4. Learn more about the final version here.
29:35
Speakers: Roy Nicholson, Paul White
Explore Sage 100 Contractor and Sage 300 CRE to track committed costs, streamline accounting, and boost profitability in construction projects.
Alert
June 27, 2025
Congress pushes forward on federal tax reform as the Senate and House work to finalize the reconciliation bill ahead of the July 4 deadline.
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.
Article
June 19, 2025
Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.
Article
November 22, 2024
Learn more about financial planning and analysis, along with budgeting and forecasting, with these definitions and frequently asked questions.