Recent Insights
Article
September 2, 2022
The Inflation Reduction Act of 2022, doubles the maximum amount of R&D credits that can be applied to offset employer payroll taxes. Learn more here.
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
September 8, 2025
Learn which occupations qualify for the new tax-free tips deduction under P.L. 119-21 and how to report tips on W-2 and 1099-NEC forms for 2025.
Newsletter
June 12, 2025
Learn about the 2025 tax reform bill and how proposed tax reforms may reshape business credits, SALT caps and more. See the June updates here.
Alert
May 13, 2025
The Ways and Means bill outlines tax changes for businesses, including R&E deductions, EBL rules and new opportunity zones for 2027 – 2033.
Alert
April 10, 2025
Understand the budget resolution's impact on 2025 tax reform, including proposed tax cuts, deficit reduction and shifts in federal tax policy.
20:10
Speakers: Michael Ludwig, Cameron Smith
Listen to our podcast to learn more about the challenges and opportunities for private equity investors executing MSO/DSO roll-up strategies.
Alert
May 18, 2026
The U.S. CBP filed a second declaration with the CIT on May 12, 2026, providing quantitative updates about CAPE portal usage. Read the key takeaways.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.
Video
February 10, 2026
Discover key insights from Cherry Bekaert's 2025 Middle Market CFO Survey and how finance leaders are moving beyond traditional roles to fuel growth.