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Insights

Recent Insights

Article

November 9, 2022

Learn more about Microsoft SSPA requirements, how to engage an independent assessment, data protection requirements and how to reach compliance.

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Alert

September 30, 2025

The new Washington sales tax on IT and digital services, introduced by SB 1854, is effective October 1, 2025. Understand its impact on the tech industry.

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Podcast

September 27, 2022

21:23

Speakers: Mark H. Cooter

Listen to our podcast to learn how the 45L Energy Efficient Home Credit (45L Tax Credit) has changed with the Inflation Reduction Act.

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Podcast

November 8, 2024

26:55

Speakers: Marc Montoro, Steven J. Ursillo, Jr.

Dive into the HITRUST framework, exploring its certifications, benefits, and why it's essential for achieving industry compliance and strong security.

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Webinar Recording

August 14, 2024

Watch to gain insights on form 6765 for R&D tax credit claims. Learn the latest filing requirements and how to accurately complete the form.

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Case Study

February 25, 2026

Learn how a civil contracting company achieved a successful IPO with CFO advisory support, accelerated PCAOB audits, SEC reporting & tax compliance.

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Podcast

March 23, 2020

10:02

Speakers: Catherine Bazley, Michael Elliot

Eligibility of gains and timing of investment in opportunity zones. Learn about the latest podcast from Cherry Bekaert.

Article

June 17, 2022

IRS is sending notices to Qualified Opportunity Zone Funds and Investors regarding Forms 8996 and 8997 requesting more information. Find out what action steps you need to take.