Recent Insights
07:26
In part one of this podcast series, hear about Opportunity Zone final regulations, tax incentives and other key highlights to come for investors.
Article
March 28, 2024
Learn about the IRS's designation of CRAT transactions as listed transactions, prompting proposed regulations to address tax avoidance.
23:20
Speakers: Sarah McGregor, Mike Grim
Discover how to navigate IRS audits on personal use of corporate jets in our latest podcast. Get tips from tax leaders to ensure compliance.
Alert
April 22, 2020
The IRS issued Notice 2019-6 which provides that the requirement to report partners’ capital accounts on the tax basis method will not be effective.
Article
February 10, 2025
Learn how a Community Development Entity (CDE) builds trust, secures NMTC funding and drives projects in low-income communities.
Article
May 27, 2026
Explore SBA PPP loan reviews and what they mean for borrowers and financial institutions, including key review focus areas and how to remain prepared.
Report
October 27, 2025
Explore the latest trends in alternative investments and the opportunities emerging from the growth of the alternative assets industry in our 2025 report.
Case Study
February 1, 2023
Learn how we assisted 100 Prince in using the New Markets Tax Credit (NMTC) subsidy to bring affordable housing, grocery and local retail to an urban food desert.
Case Study
December 28, 2020
Get our case study about the New Markets Tax Credit (NMTC) Allocation for Mixed-Use Real Estate & learn more on how we helped The Landing in Fort Wayne, IN.
Case Study
November 2, 2020
Discover how Cherry Bekaert helped streamline the Fairfield County government complex with a successful NMTC project.