Clear Filters

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

Tax Beat Podcast thumbnail

Podcast

June 11, 2024

25:17

Speakers: Brooks E. Nelson, Sarah McGregor, Barry Weins

Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.

Tax Beat Podcast thumbnail

Podcast

June 5, 2024

26:20

Speakers: Brooks E. Nelson, Sarah McGregor, Catherine Shaw

Learn about PL 86-272's protection for small businesses and the MTC's new guidlines. Discover strategies to mitigate the business impact.

Tax Beat Podcast thumbnail

Podcast

May 21, 2024

23:20

Speakers: Brooks E. Nelson, Sarah McGregor, Mike Grim

Discover how to navigate IRS audits on personal use of corporate jets in our latest podcast. Get tips from tax leaders to ensure compliance.

Cherry Bekaert Private Client Services Podcast thumbnail

Podcast

April 18, 2024

17:48

Speakers: Marci Spivey, Deborah Walker

Listen as we discuss IRS estimated payment guidelines, from estimated tax payments, withholding, and related cash flow planning.

Tax Beat Podcast thumbnail

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.

Tax Beat Podcast thumbnail

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.

Tax Beat Podcast thumbnail

Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor, Timothy Doran

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.