Year-End Tax Planning for Technology Industry

As 2020 comes to a close, there are three key areas all technology companies should evaluate for the purposes of smart tax planning. Join Cherry Bekaert’s Eric Pilcher and Sarah McGregor as they discuss opportunities that are particularly important for the tech space. They’ll explore the benefits of both cash and accrual accounting methods, how research & development (R&D) credits can be monetized, and what the Qualified Small Business Stock means for companies seeking funding.


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Eric Pilcher headshot

Eric Pilcher

Tax Services

Partner, Cherry Bekaert Advisory LLC

Sarah McGregor headshot

Sarah McGregor

Tax Services

Director, Cherry Bekaert Advisory LLC

Past Episodes

Tax Beat Podcast thumbnail

Podcast

March 24, 2025

28:46

Speakers: Brooks E. Nelson, Sarah McGregor, Rick Woods

Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).

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.