Recent Insights
Webinar Recording
May 8, 2023
Learn about the history, structure, and participant roles in NMTC transactions. Discover how to identify the ideal project for NMTC and understand the goals of CDEs.
Article
April 14, 2025
Updated: August 12, 2025
Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.
Article
July 23, 2024
Learn how to simplify SOX 404 compliance with tips on risk assessment and cost management to boost efficiency and optimize internal controls.
Article
June 12, 2023
Learn more on the Tennessee Works Tax Act, extensions on tax credits, sales tax updates and other tax credits.
42:07
Speakers: Sarah McGregor, Brian Dill
Get an in-depth analysis of the proposed tax changes from Biden's Fiscal Budget for 2024. Discover the potential implications for businesses.
Article
February 6, 2023
On January 12, 2023, the IRS released new draft instructions to the Federal Form 6765, the Credit for Increasing Research Activities. Learn more here.
In this podcast, Cherry Bekaert and FinQuery discuss the applications of a policy memo for the ASC 842 transition and the similarities found across industries.
Webinar Recording
July 29, 2024
Unlock the potential of strategic tax planning to maximize savings and ensure compliance. Explore tax credits, incentives and other strategies.
25:11
Speakers: Sarah McGregor, Lauren Stinson, Brian Dill
Tax advice for companies expanding to the U.S.: Understand GST tax vs. sales tax, compliance differences, nexus, and outsourced solutions.
Article
January 11, 2023
Before the end of 2022, the Internal Revenue Service (IRS) released guidance on several important tax issues. Learn more here.