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28:24
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.
As a Director of Administrative Operations at Cherry Bekaert, Gwen's focus is on vendor management and real estate for the Firm.
Melanie delivers tax strategies and accounting solutions for healthcare, hospitality, and professional services businesses.
As a Partner in Cherry Bekaert's Tax Services group, Mark serves as a Service Partner on all tax clients originated and serviced out of the Lexington office.
John specializes in tax planning and consulting for closely held businesses, serving clients in real estate, construction, and industrial manufacturing.
23:50
Gain valuable insights on Anti-Money Laundering (AML) Model testing & monitoring. Learn about the key limitations of AML models and what to focus on during testing.
As a Business Development Director at Cherry Bekaert, Jeremy is responsible for customer acquisition and growth strategy focused within the Not-for-Profit, Industrial Manufacturing, Commercial Real Estate and Technology industries.
Article
January 12, 2024
Stay updated on the evolving landscape of financial industry trends in 2024, including digital transformations, personalized experiences, AI growth, cybersecurity fortifications, and proactive loan portfolio optimizations.
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January 12, 2024
Dive into a strategic higher education analytics journey, revealing lessons learned and outcomes achieved. Understand the impact of data-driven decisions on program effectiveness and financial viability across campuses.
Janette provides guidance to not-for-profits, assisting with governance, fiduciary responsibility, risk management, and accounting for grants & contributions.