Recent Insights
Video
December 19, 2025
Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.
Article
December 18, 2025
Explore our guide for multinational businesses navigating OBBBA international tax changes and their implications for 2025 filing and 2026 planning.
Newsletter
December 17, 2025
Explore key updates from the December 2025 tax policy review, including major 2025 milestones, expectations for 2026 and new tax reform guidance.
Article
December 17, 2025
The clinical stage of drug development involves navigating the phases of clinical trials and fundraising to support them. Explore our guide for startups.
Article
October 30, 2025
Updated: December 12, 2025
Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and enhance value.
26:26
Speakers: Jason Callaham, Joseph Hennessee
Understand targeted populations in NMTC deals and learn how nonprofits, businesses, and investors can leverage tax credits for community projects.
Case Study
December 9, 2025
See how Cherry Bekaert's SFS team secured allocation to help the Food Bank of Central & Eastern North Carolina's Wilmington branch add capacity.
Article
July 25, 2025
Updated: December 8, 2025
Starting in the 2025 tax year, the Section 174 repeal lets businesses immediately deduct domestic R&E expenditures. Explore what else is changing.
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.
33:49
Speakers: Sarah McGregor, Brooks E. Nelson, Kasey Pittman
Explore 2025 tax reform changes, IRS operations during shutdowns, and economic trends shaping planning decisions for businesses and individuals.