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Lori Smith

Lori's deep accounting, litigation and business expertise allows her to guide her clients through forensic and investigatory accounting processes, management consulting solutions, complex financial analyses, business and asset valuations, internal controls and strategic business plans.

Cherry Bekaert Adds Forensic & Dispute Advisory Practice with Legier & Company Acquisition

Acquisitions

June 5, 2023

Cherry Bekaert is pleased to announce the acquisition of Legier & Company, a boutique forensic and litigation consulting firm.

GASB 96, Subscription-Based IT Arrangements Part Two

Webinar Recording

June 5, 2023

Watch our webinar to demystify the implementation challenges of GASB 96 (SBITA). Our experts provide practical solutions to help you comply with the new standard.

Tax Credits Now Available for California-Based Cannabis Companies

Alert

June 2, 2023

Learn more about the High-Road Cannabis Tax Credit and Cannabis Equity Tax Credit available now for California-based cannabis companies.

Cannabis Life Sciences Tax Credits & Incentives Advisory

Accelerating Growth With System Integration: Part 3

Podcast

June 1, 2023

Digital Journeys

13:29

Speakers: Jim Holman

Listen to Cherry Bekaert's podcast to learn the importance of creating a successful system integration plan. Contact us to discuss solutions on integrating your IT infrastructure.

Digital Advisory Government & Public Sector Government Contracting Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Technology

Top Information Technology Audit Risk Considerations in 2023

Article

May 26, 2023

Discover the top IT audit risks in 2023 and learn how to protect your company from emerging technologies, cybersecurity threats, third-party risks, and evolving regulatory requirements.

Cybersecurity Government Contracting Healthcare Industrial Manufacturing Information Technology Audit & Consulting Life Sciences Private Equity Professional Services Real Estate & Construction Risk & Cybersecurity Risk Advisory Services Technology

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

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

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