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Changes to North Carolina Trust Taxation

Alert

February 13, 2020

A recent decision by the U.S. Supreme Court: that a state cannot tax a trust if the only connection to the state is the residency of the trust beneficiary.
Estates & Trusts Private Client Services

APA Update to Specifications for Audits of Counties, Cities, and Towns

Article

February 7, 2020

Learn about the APA update proposing new required audit procedures at Chapter 3 of the Specifications for Audits of Counties, Cities and Towns.

Cherry Bekaert Expands Digital Advisory Capabilities with Acquisition of Icimo, LLC

Acquisitions

February 4, 2020

Cherry Bekaert acquires Icimo, LLC, a leading data analytics and services firm, that builds profitable relationships between business users and their data.
Woman standing in front of office windows at night working on laptop

GASB 84: Fiduciary Activities

Webinar Recording

February 2, 2020

Join Cherry Bekaert for this webinar where we will discuss fiduciary activities as defined by GASB 84. We will also discuss how financial reporting will change related to fiduciary activities as a result of GASB 84.
Audit & Attestation Services Not-for-Profit Organizations
Woman standing in front of office windows at night working on laptop

Lawsuit Reveals High Price for College Consulting Services

Article

February 2, 2020

Lawsuit reveals the costly price of college consulting services. Learn the implications for institutions and consultng firms.

2019 Highlights and 2020 Outlook Impacting Private Equity

Podcast

January 23, 2020

The Drawdown

07:09

In this Cherry Bekaert podcast, hear more about the 2019 highlights within the private equity industry, as well as expected trends in 2020.
Private Equity Transaction Advisory Services

How the Wayfair Ruling Impacts State Income Tax

Article

January 21, 2020

Discover how the Supreme Court Wayfair ruling increased sales tax obligations for most taxpayers by legalizing economic nexus requirements.
State & Local Tax

Deborah McDonough

Deborah delivers tax planning services for partnerships and real estate clients, including like-kind exchanges, tax credits, and multi-state compliance.

Quick Reference Guide for Valuation of Portfolio Company Investments

Report

December 17, 2019

Discover the highlights of the AICPA Accounting and Valuation Guide in this quick reference whitepaper.
Private Equity Valuation Services

Have You Met the Requirements for Qualified Small Business Stock Benefits?

Podcast

December 3, 2019

The Drawdown

08:55

Speakers: Christopher J. Truitt, Barry M. Weins

Learn how your private equity firm can qualify to save money on capital gains by purchasing Section 1202 stock, an option under the Tax Cuts and Jobs Act.
Private Equity Transaction Advisory Services