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Michael provides estate and gift tax planning, fiduciary income tax services, and succession strategies to support closely held businesses.
David has assisted taxpayers with all aspects of transaction tax matters including optimizing tax attributes, structuring transactions, and due diligence.
Private foundations and other tax-exempt entities rely on Jackie Connor for her expertise in compliance and consulting matters.
Chad provides tax advisory and compliance services to closely held businesses and high-net-worth individuals, specializing in partnership taxation.
Jim specializes in buy-side and sell-side due diligence, and transaction logistics for manufacturing, distribution, and professional services.
Karen provides audit services to industrial manufacturing, construction, and professional services clients, specializing in SEC reporting and transactions.
John advises industrial manufacturing and tech companies on tax planning, compliance, ASC 740 reporting, and tax strategies.
Collin serves on the Executive Board of Cherry Bekaert Advisory LLC and has been with the Firm for over 20 years.
Michelle Thompson is responsible for oversight of the Firms Management Team as well as executing and promoting the overall strategic plan, growth and direction of the Firm.
Scott provides assurance services to high-growth companies in professional services, technology, manufacturing, and government contracting.