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Cherry Bekaert Acquires Cordia Partners and Cordia Resources

Acquisitions

September 13, 2023

Cherry Bekaert acquires Cordia Partners and Cordia Resources expanding outsourced accounting services and introducing recruiting & staffing resources.

New Markets Tax Credit Case Study for Williams Adult Day Center

Case Study

September 13, 2023

Discover how we supported the Williams Adult Day Center through NMTC Allocations, enabling them to expand their facility and services to children and senior citizens.
Healthcare New Markets Tax Credits

The Moore Case: Section 965 Tax on Foreign Earnings

Article

September 13, 2023

Learn how the Moore case's resolution can affect the Tax Code beyond Section 965. Stay informed about potential changes and their impact.
International Tax Services Private Client Services Tax Services

IRS Catch-Up Contribution Changes 2023

Article

September 12, 2023

Learn how the IRS extends catch-up contributions and Roth rules under SECURE Act 2.0. Find out how it affects your retirement planning.
Financial Services Government & Public Sector Government Contractor Consulting Services Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Tax Services Technology
Tax Beat Podcast thumbnail

Understanding Form 990: Key Tax Insights for Not-for-Profits

Podcast

September 11, 2023

Tax Beat

20:44

Speakers: Brooks E. Nelson, Sarah McGregor

Get a comprehensive understanding of tax rules for nonprofits. Explore Form 990, IRS requirements, and key considerations for board members and leaders.
Financial Services Government & Public Sector Government Contractor Consulting Services Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Sales & Use Tax State & Local Tax Technology

SEC's New Rules for Private Fund Advisers: What You Need to Know

Alert

September 8, 2023

Explore the SEC's recent rules for private fund advisers and their impact on the industry. Get insights into compliance dates and key considerations.
Private Equity Transaction Advisory Services Valuation Services

Douglas Helm

As a Business Development Director for the Central Region of Cherry Bekaert, Doug leads the Firm's sales and development efforts for new and existing clients primarily in Louisville and Lexington, Kentucky, Cincinnati, Ohio and Southern Indiana.

Explaining and Exploring the Drivers of Trust in Government

Article

September 8, 2023

Discover the reasons behind the decline in Americans' trust in government and the key drivers for its restoration. Insights from Cherry Bekaert's experts.
Government & Public Sector

Malav Sheth

As a Partner in Cherry Bekaert's Government & Public Sector Assurance practice, Malav leverages 15 years of progressive accounting and auditing experience to guide public sector clients.

August ERC Update: New IRS Guidance

Webinar Recording

August 31, 2023

Stay up-to-date with the latest IRS guidance on Employee Retention Credit (ERC). Discover ways to simplify your application process and avoid any issues.
Employee Retention Credit