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Case Study

February 19, 2024

Discover how Cherry Bekaert helped a real estate business in proactive estate planning, securing their family assets amidst tax changes.

Podcast

January 24, 2024

23:11

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Join tax experts as they discuss the IRS ERC Voluntary Disclosure Program. Gain insights into correcting invalid claims and filing ERC claims before the approaching deadline.

Article

January 19, 2024

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.