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SECURE Act 2.0 Changes Impacting Employers and Individuals

Webinar Recording

May 26, 2023

Learn about the impact of SECURE Act 2.0 on retirement savings plans for employers and individuals. Discover key changes and actionable insights to prepare for the new law.
Private Client Services

Regulatory Compliance Digest | May 2023

Newsletter

May 24, 2023

Our Regulatory Compliance Digest features a summary of the latest on the FDIC’s Consumer Compliance Supervisory Highlights, OCC Overdraft Protection Programs and CFPB updates.
Financial Services Financial Services Regulatory Compliance Risk & Cybersecurity Risk Advisory Services

Walter C. White

Walt leverages his decades of tax advisory experience to guide clients across the industrial manufacturing, real estate and construction, and technology industries.

Brian Liffick

Brian has published industry articles on governmental, nonprofit and compliance matters and is a valued instructor and speaker for Firm-sponsored events.

IRS May Credit ERC Refunds Against Unpaid PEO Federal Tax Liability

Article

May 24, 2023

Discover how the IRS's recent announcement affects employers utilizing Professional Employer Organizations (PEOs) and their ability to receive refundable Employee Retention Credits (ERCs).
Employee Retention Credit Financial Services Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services Technology
Risk & Accounting Advisory Podcast thumbnail

Data Management Best Practices for Financial Institutions

Podcast

May 23, 2023

Risk & Cybersecurity

21:07

Speakers: Neal W. Beggan

Discover how financial institutions can manage data to generate revenue, improve business performance, and elevate processes for digital transformation.
Financial Services Risk & Cybersecurity Risk Advisory Services

Software-as-a-Service Company Saves $900,000 Through Mitigating Sales Tax Exposure

Case Study

May 23, 2023

Discover how Cherry Bekaert's sales tax team helped a cloud-based SaaS company reduce sales tax exposure by $900K.
Sales & Use Tax Technology

Microsoft Power Platform: A Comprehensive Guide for Businesses

Article

May 22, 2023

Discover how the Microsoft Power Platform automates workflows, analyzes data, and delivers AI solutions for enhanced business performance.
Digital Advisory Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Technology

GASB 94: Key Questions Answered on P3s, SCAs, and APAs

Article

May 22, 2023

Get a comprehensive understanding of GASB 94 and its impact on Public-Private Partnerships (P3s) and service concession arrangements (SCAs).
Accounting Advisory Services CFO Advisory Services GASB-as-a-Service Government & Public Sector

Managed Service Provider Case Study: Thom Child and Family Services

Case Study

May 19, 2023

Learn how Cherry Bekaert's IT and Managed Services team designed a new managed service infrastructure and performed cloud migration for Thom Child and Family Services.
Digital Advisory Government & Public Sector Government Contractor Consulting Services Healthcare Industrial Manufacturing Life Sciences Managed IT Services Not-for-Profit Organizations Private Equity Professional Services Real Estate & Construction Technology