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Unleashing American Energy Impact on Inflation Reduction Act Incentives

Alert

January 28, 2025

Learn how the "Unleashing American Energy" order pauses Inflation Reduction Act funds, reshaping energy policy and electric vehicle incentive programs.
Consumer Goods Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Real Estate & Construction Tax Credits & Incentives Advisory Tax Policy and Legislative Changes Technology
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Guide to Tax Relief for California Wildfire Victims

Alert

January 27, 2025

Find out how victims of the California wildfires can claim tax relief, including IRS benefits, tax deadline extensions and property loss deductions.
Tax Services

Gary Weinman

Gary leverages over 35 years of public accounting expertise to serve a diverse array of privately held clients in the Greater Boston market.

Jeffrey Solomon | Partner, Tax Services

Jeff specializes in fast-growing, privately held, and venture- or angel-backed companies. He serves clients across various industries, including technology, life sciences, consumer goods and family businesses.
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CMMC Programmatic Final Rule Status: What It Means for Defense Contractors

Article

January 24, 2025

Learn about the current status of the CMMC final rule, including certification Levels 1, 2 and 3 and immediate steps to ensure compliance.
Cybersecurity Cybersecurity Compliance Services Cybersecurity Maturity Model Certification (CMMC) Government Contracting
Cherry Bekaert Private Client Services Podcast thumbnail

Strategies for Closely Held Businesses: Navigating the Exit

Podcast

January 23, 2025

Private Client Services

24:31

Speakers: David Nissen, Drew Hinnant

Learn essential exit strategies for closely held businesses. Discover tips on ownership transitions, unlocking value, and securing your financial future.
Private Client Services
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Regulatory Compliance Digest | Q1 2025

Newsletter

January 23, 2025

Our Q1 2025 Regulatory Compliance Digest showcases updates from FinCEN, CFPB, FDIC, federal bank regulatory agencies and more.
Financial Services Risk Advisory Services

Navigating NAIC Principles-based Bonds Guidance for Insurers

Article

January 23, 2025

Learn about the NAIC's principles-based bonds guidance, effective 2025, and its impact on SSAP No. 26R, issuer credit obligations and securities.
Audit & Attestation Services Financial Services Insurance Risk & Cybersecurity Risk Advisory Services
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How Insurance Companies Can Utilize Third-party Administrator Services

Article

January 23, 2025

Learn the benefits of partnering with TPAs for insurance risk management, claims processing and customer service while maintaining compliance.
Cybersecurity Financial Services Insurance Internal Audit Services Risk & Cybersecurity Risk Advisory Services

Lisa Macri

Lisa focuses on providing ASC 740 services for annual and quarterly financial statement reporting.