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Article

January 8, 2025

Learn about the recently issued Rev. Proc. 2025-8 and the updates it makes to IRC Section 174 on SRE amortization and compliance for tax year 2024.
Chris delivers tailored tax strategies and advisory services to high-net-worth individuals, families and closely held businesses.
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Podcast

January 8, 2025

11:43

Speakers: Brian Dill, Michael Valerio

Understand the potential effects of tariffs and tax changes on global tech operations and how U.S. policies may shape the future of the industry.

Case Study

January 7, 2025

Learn how Cherry Bekaert's talent acquisition services provided a university with tailored interim staffing to ensure audit readiness in nonprofit accounting.
Luis has over 10 years of financial due diligence experience supporting private equity and corporate clients in both buy- and sell-side engagements.
Jennifer is a multidisciplinary leader with more than 25 years of experience helping clients achieve their strategic goals through innovative thinking and exceptional delivery.
Financial advisor talking to a mature couple at a wood table

Article

December 20, 2024

In 2025, the federal estate tax exemption is $13.99M per individual ($27.98M per married couple). Learn how TCJA’s expiration could affect this limit.
Close up of white marble columns of a government building

Article

December 20, 2024

Learn how experience as a GASB fellow prepares advisors to tackle complex government accounting challenges, from technical inquires to reporting.
Yani specializes in risk management, compliance, and efficiency strategies, leveraging data insights to enhance operations and protect investors.