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Insights

Recent Insights

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Article

October 30, 2025

Updated: February 2, 2026

Learn why mid-market CFOs are choosing flexible staffing models over traditional staffing to find candidates who deliver results during critical periods.

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Webinar Recording

August 7, 2025

Learn how CDE's leverage New Markets Tax Credits to drive capital into underserved communities and maximize long-term community impact.

Webinar Recording

August 23, 2023

Discover how businesses can benefit from energy tax credits and incentives included in the Inflation Reduction Act (IRA). Learn how to apply for them to unlock tax savings.

Article

March 24, 2021

Find out more on ARPA's tax provisions for businesses & employers: COBRA Subsidy and Employer Tax Credit, dependent care assistance & more.

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Newsletter

May 5, 2026

Learn why no new FASB or GASB standards were issued in Q1 20206 and review key accounting updates and CFO insights on modernization.

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Alert

March 24, 2026

Updated: April 1, 2026

An amended CIT order excludes IEEPA tariff refund requirements for liquidated and finalized entries. Explore potential next steps for affected taxpayers.

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Article

April 23, 2026

Uncover the importance of business valuations for gift tax planning. Explore the key elements of gift valuations, tax benefits and more in our guide.

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Article

August 20, 2025

See how Sage AI and ERP tools like Intacct help CFOs automate financial processes, boost accuracy and enhance decision-making across industries.

Case Study

February 19, 2024

Discover how Cherry Bekaert helped a real estate business in proactive estate planning, securing their family assets amidst tax changes.

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Podcast

December 13, 2023

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.