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New IRS Employee Retention Credit (ERC) Claim Withdrawal Process

Article

November 16, 2023

Learn how to withdraw your Employee Retention Credit (ERC) claim with the IRS's new 2023 process. Avoid penalties and ensure compliance with the new guidelines.
Employee Retention Credit Financial Services Government Contracting Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Equity Professional Services Real Estate & Construction Technology
Businessman reading tablet holding glasses

Cherry Bekaert Enhances its Microsoft Practice with Verdocs Alliance

New Technology

November 15, 2023

Cherry Bekaert is enhancing its Microsoft practice by partnering with Verdocs for advanced eSignature solutions, integrated seamlessly with Microsoft Cloud.

Eric Essian

As a Tax Partner at Cherry Bekaert, Eric is focused on serving clients in the alternative investment sector. These clients invest in an array of liquid and illiquid asset classes such as hedge funds, private equity, credit/debt funds, venture capital and real estate.

2023 Year-End Tax Planning Strategies for Individuals

Webinar Recording

November 15, 2023

Discover 2023 year-end tax-saving tips for individuals. Prepare for 2024 tax changes with expert strategies. Stay updated on IRS updates and wealth transfer options.
Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Technology

Kristen Jenei

As Managing Director, Kristen serves as a leader within the Cherry Bekaert Sage Intacct and Technology Consulting practice.

2023 Year-End Tax Planning Strategies for the Real Estate and Construction Industry

Article

November 15, 2023

Discover key 2023 tax planning strategies for real estate and construction businesses. Learn about available deductions, tax credits, and incentives.
Cost Segregation Services Real Estate & Construction Strategic Financing Services Tax Credits & Incentives Advisory Tax Services

November ERC Updates: Acquisition & Disposition Strategies

Webinar Recording

November 14, 2023

Learn the strategies that allow you to claim the Employee Retention Credit (ERC) during organizational changes, such as acquisitions or dispositions.
Employee Retention Credit Financial Services Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Technology

2023 Year-End Tax Planning Strategies for Businesses

Webinar Recording

November 14, 2023

Discover actionable steps to reduce taxable income and gain a strategic advantage in your 2024 business tax planning.
Corporate Tax Services Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Technology
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What Investors Really Want From a Technology Company

Podcast

November 13, 2023

Technology

17:35

Speakers: Jenni Huotari

Gain insights from investor and CEO Lauren Fernandez on what truly matters for technology companies seeking growth, success, and eventual sale. Explore the top priorities for assessing financial health, accounting best practices, and the future of AI and technology. Learn how to prepare your tech company for a successful exit or new funding opportunities.
Outsourced Accounting Services Technology

Evan Seward

Evan leads direct-hire searches for finance & accounting roles, leveraging industry expertise to connect talent with firms across the Washington, D.C. area.