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Insights

Recent Insights

Article

May 3, 2021

Learn more about US pre-immigration tax planning and the concept of “relevancy” for Foreign Eligible Entities (FEEs). Contact us for help.

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Podcast

December 2, 2022

13:56

Speakers: Lauren Stinson, Megan Hutchinson

Find out sales tax best practices for technology sellers as we discuss marketplace sales, tax-exempt wholesalers' sales, and sales tax technology solutions.

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Podcast

November 8, 2022

27:07

Speakers: Martin Karamon

Learn about tax credits associated with the CHIPS Act and Inflation Reduction Act of 2022 and their many impacts on the manufacturing industry.

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Article

April 22, 2024

Learn what transferable value is and how to build it in your family business for successful transitions and long-term success.

Article

February 26, 2021

Read about the Corporate Transparency Act new beneficial owner reporting requirements and severe penalties aimed to limit illicit activities.

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Case Study

May 7, 2024

Discover how we helped a construction firm achieve operational efficiency and strategic focus with our Sage Intacct implementation and outsourced controller services.

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Article

September 3, 2025

Updated: November 14, 2025

Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.

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Podcast

August 29, 2025

24:15

Speakers: Roy Nicholson, Paul White

Learn how to choose the right ERP software, streamline processes, and drive employee adoption for successful construction ERP implementation.

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Article

July 22, 2022

Learn more on Superfund Excise Tax changes effective July 1, 2022, including key considerations for dealings with the reinstated Superfund Tax on chemicals and substances.

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Report

October 8, 2026

Explore Cherry Bekaert's 2026 midyear hedge fund industry update on how operational readiness, compliance and technology are driving fund allocations.