# Cherry Bekaert
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cherry bekaert LLP (formerly Cherry, Bekaert & Holland L.L.P.) is the second largest certified public accounting firm headquartered in the Southeast United States and was awarded Forbes list of America’s Best Tax and Accounting Firms 2021. With offices located in Maryland, Virginia, Washington, D.C., Florida, Georgia, North Carolina, Rhode Island, Texas, Tennessee, and South Carolina, cherry bekaert ranks in the top 25 US accounting firms. Employing over 1,250 professionals, cherry bekaert reported revenues of $220 million in 2019.cherry bekaert LLP is a founding member of Baker Tilly International, a network of 122 member firms in 146 territories worldwide.
Non-U.S. Student Financial Aid Compliance Risks
As colleges and universities continue expanding their global reach, compliance requirements related to payments made to foreign students and scholars have become increasingly complex. From scholarship withholding rules to treaty documentation requirements, institutions must understand their respons…
GASB 103 Budgetary Comparison Changes
In the final episode of Cherry Bekaert’s three-part GASB 103, Financial Reporting Model Improvements podcast series, we discuss the changes to budgetary comparison information. Co-hosts, Danny Martinez, CFO Advisory Partner, and Scott Anderson, Audit Partner, are joined by Vicki Dallas, CFO Advisor…
Non-U.S. Student Financial Aid Compliance Risks
Compliance Risks for Non-U.S. Student Financial Aid: Part 1
As colleges and universities continue expanding their global reach, compliance requirements related to payments made to foreign students and scholars have become increasingly complex. From scholarship withholding rules to treaty documentat…
Philanthropy SA Episode 47 - Natalie Kuhn with Cherry Bekaert
Natalie specializes in assurance and audit for non-profit entities. She and Dan discuss when an audit is necessary, and when you don’t need them, or may just need a review. Audits may not sound like fun, but that’s because you haven’t met Natalie.
See omnystudio.com/listener for privacy informat…
Episode 14 | Jamie Byington: Financial Literacy & Long-Term Security | The Jennifer Valoppi Podcast
Most of us were never taught how money actually works — and it costs us for the rest of our lives. In this episode, Jennifer Valoppi sits down with Jamie Byington, CPA, CFP, and longtime Women of Tomorrow board member, for a plain-English crash course in financial literacy every woman should hear.J…
Non-U.S. Payment Form 1042 Compliance Risks
As colleges and universities navigate increasingly complex reporting obligations for payments made to non-U.S. persons, having the right processes in place is critical. From filing requirements and deposit deadlines to documentation and reconciliation, institutions must take a coordinated approach…
Practical Strategies for Thriving Amidst Disruption With Chad Blackburn
Chad Blackburn is a leader at Elevate Capital, a values-led capital firm that backs high-integrity entrepreneurs and modernizes lower-market accounting firms. He works at the intersection of growth, emerging technology, capital markets, and AI-driven business transformation. Chad's experience spans…
Section 1202 Updates: QSBS Tax Benefits Explained
Section 1202 Updates: Understanding QSBS Tax Benefits
Qualified Small Business Stock (QSBS) under Section 1202 may allow business owners, founders and investors to exclude a significant portion of capital gains from federal taxable income when selling qualifying stock.
In this episode of Cherry Be…
Tax News Now Ep. 21 - Tariffs, Taxes, and the Post-Midterm Playbook with Kasey Pittman
In this episode of the Tax News Now Podcast, Mark Gallegos and his returning guest, Kasey Pittman, Managing Director of Tax Policy at Cherry Bekaert, break down what Congress can realistically accomplish on tax policy before the midterm elections, including the fate of "Reconciliation 3.0" and the …
When Should You Bring in a Senior Finance Consultant?
Senior Consultants: The Secret Weapon for Your Finance Team
This episode of Talkin’ Talent explores how senior accounting and finance consultants can help organizations maintain continuity, tackle critical projects and navigate periods of change. Host Sam McCarthy is joined by Ryan Delaney, Partner…
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