Recent Insights
Article
October 31, 2025
Updated: August 19, 2026
Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.
11:43
Speakers: Brian Dill, Michael Valerio
Understand the potential effects of tariffs and tax changes on global tech operations and how U.S. policies may shape the future of the industry.
Case Study
November 6, 2023
Explore how a real estate builder utilized Section 45L Energy Efficient Home Credit with Cherry Bekaert's expertise, achieving $350K in tax savings.
Article
October 9, 2026
Explore 5 key construction industry trends that contractors should be planning for in 2027 based on findings from CICPAC's 2026 economic report.
Alert
July 14, 2025
Section 70435 of the recent tax reform bill features a tax exclusion for agricultural lenders. Learn about eligible property types and qualifying loans here.
Webinar Recording
November 27, 2024
Watch to learn key 2024 tax-saving strategies for businesses, including IRS guidance and tax changes in 2025 to maximize savings and reduce taxable income.
Article
May 24, 2024
Complete guide to monetizing IRA tax credits for clean energy through tax equity transactions and transferability. Discover the right strategy for you.
26:20
Speakers: Sarah McGregor
Learn about PL 86-272's protection for small businesses and the MTC's new guidelines. Discover strategies to mitigate the business impact.
Case Study
September 29, 2023
Learn how we helped a real estate investment company leverage the Opportunity Zone program to save on taxes and generate tax-exempt growth.
35:42
Speakers: Sarah McGregor, David Mohimani
Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.