Recent Insights
Video
April 29, 2019
David Buckel shares how Cherry Bekaert demonstrates quality customer service when addressing BVI Venture Services’ auditing needs.
Alert
May 14, 2021
President Biden signed an Executive Order aimed at improving and preparing for cybersecurity defenses for public and private sector companies.
20:46
Speakers: Jim Holman
Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.
28:46
Speakers: Sarah McGregor, Rick Woods
Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).
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.
Article
April 23, 2024
Learn to create a successful AI strategy and navigate AI implementation challenges with these 5 insights shared at an executive roundtable.
14:033
Speakers: Gregory Marx
Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.
Case Study
February 25, 2026
Explore how our Sales & Use Tax and CFOA Technology Advisory teams enabled an efficient migration of exemption certificates for a major manufacturer.
Alert
April 6, 2026
CBP filed a declaration with the U.S. CIT on ACE system progress regarding CAPE. Learn what importers should expect for IEEPA tariff refunds.
Article
February 15, 2023
Updated: March 16, 2026
Understand prevailing wage and apprenticeship requirements for clean energy tax credits, Notice 2022-61 guidance and the importance of Form 7220.