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Podcast

February 27, 2025

22:24

Speakers: Marci Spivey, David Nissen, Kyle Nevins

Learn how to prepare for a business sale with valuation strategies, market insights, and financial tips to achieve a successful and profitable transaction.

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Podcast

January 23, 2025

24:31

Speakers: Marci Spivey, David Nissen, Drew Hinnant

Learn essential exit strategies for closely held businesses. Discover tips on ownership transitions, unlocking value, and securing your financial future.

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Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

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Podcast

November 7, 2024

22:13

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

Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.

Cherry Bekaert Private Client Services Podcast thumbnail

Podcast

September 10, 2024

18:41

Speakers: Marci Spivey, Michael G. Kirkman

Learn how the federal estate and gift tax exemption sunsetting in 2025 impacts your assets and why early estate planning is crucial to minimize future tax.

Podcast

July 15, 2024

20:46

Speakers: Dan Mitzenmacher, Jim Holman

Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.