Recent Insights

Article
April 14, 2025
Learn how strategic succession planning protects your business legacy, ensures leadership continuity and minimizes risk in family-owned companies.

20:11
Speakers: Laurel Tinsley, David Altman
Learn how NMTCs attract private investment, boost community development, and support nonprofits in creating jobs and services in low-income areas.

Alert
April 10, 2025
Understand the budget resolution's impact on 2025 tax reform, including proposed tax cuts, deficit reduction and shifts in federal tax policy.

27:36
Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman
Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.

Newsletter
April 9, 2025
Our Q2 Regulatory Compliance Digest provides the latest updates from FinCEN, CFPB, FDIC, OFAC, and federal bank regulatory agencies.

21:14
Speakers: Danny Martinez, Scott Anderson
Understand GASB 101 requirements for journal entries, financial statement restatements, and how to prepare effective go-forward training plans.

Alert
April 4, 2025
President Trump announces sweeping 2025 tariffs targeting 80+ countries. Learn how new reciprocal tariffs and import tax changes may impact trade.

Article
April 4, 2025
Learn strategies to optimize working capital management, streamline cash flow and drive financial resilience in industrial manufacturing.

Report
April 4, 2025
Download the Cherry Bekaert Foundation's 2023 – 2024 annual report to explore community impact, grant programs and volunteer initiatives.

Alert
April 3, 2025
Learn how the Senate's budget resolution advances tax reform efforts, including spending cuts, debt ceiling increases and reconciliation strategies.