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Insights

Recent Insights

Article

December 20, 2022

SBA assessed inflation impact and increased thresholds for size standards, economic disadvantage and 8(a) sole source program. Learn more here.

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Article

September 12, 2025

Discover how platforms like Databricks Data Lakehouse enhance healthcare revenue cycle management (RCM) analytics and drive sustainable growth.

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Webinar Recording

July 30, 2026

Watch to learn how IRS Notice 2026-40 impacts QOF positions, working capital safe harbors and OZ structuring as the 2026 inclusion event approaches.

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Article

May 8, 2025

Learn how Sage ERP accounting software uncovers inefficiencies and drives continuous improvement in financial management processes.

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Case Study

July 21, 2026

Learn how Cherry Bekaert assisted Sun Life Family Health Center in securing NMTC financing to support their new health care campus construction.

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Podcast

February 20, 2023

12:41

Speakers: Michael Valerio, John Bartz

Listen to our podcast to learn how a Sage Intacct solution could greatly improve your tech company’s reporting and financial management.

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Alert

January 28, 2025

The Supreme Court lifted the BOI reporting injunction. Find out what this means for CTA compliance, deadlines and penalties for businesses.

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Article

November 18, 2024

Learn how NMTCs support venture-backed companies by providing flexible financing, reducing costs and spurring development in communities.

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Podcast

January 20, 2022

23:07

Listen to our podcast to learn what an SBA 8(a) company needs to know and focus on during the Developmental Stage, Transition Stage and Graduation Stage.

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Podcast

May 29, 2024

16:25

Speakers: Martin Karamon, Vivian Kohrs

Listen in to learn about intercompany IP agreements and Section 174 implications for overseas R&D. Prevent double capitalization and manage risks.