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As a Tax Services Director at Cherry Bekaert, Jim is a seasoned tax professional with over 35 years of experience.
Melissa serves as the Chief Strategy Officer at Cherry Bekaert, where she spearheads the activation of strategic initiatives across the Firm.
Article
January 19, 2024
Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.
As a Partner at Cherry Bekaert, John brings over 34 years of experience coordinating and completing all phases of the audit process, working with a variety of large Not-for-Profit organizations, including trade associations, healthcare and social services, religious organizations, cultural and arts organizations, private and public foundations, and educational institutions.
Chris leads financial institutions and risk advisory services, providing audit, compliance and regulatory consulting to banks and financial organizations.
Article
January 18, 2024
Review your current tax accounting practices considering Notice 2024-12, Rev. Proc. 2024-9, and Notice 2023-63 for potential automatic changes.
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Speakers: Laurel Tinsley, Sarah McGregor
The Innovate Fund secures $50M NMTC allocation for community development. Learn about the NMTC and it's impact on low-income regions.
28:24
Speakers: 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.
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.