Description With major tax legislation advancing and guidance continuing to unfold, staying current on policy developments is essential for effective planning. In Cherry Bekaert’s Q2 Tax Policy Update, our professionals will break down the most significant federal tax policy changes impacting businesses today with a particular focus on updates tied to P.L. 119-21, commonly referred...
Key takeaways Organizations are being asked to navigate growing risk complexity with greater speed, precision, and efficiency. Yet many risk management, compliance, and assurance activities still operate in silos, which can create duplication and limit visibility. We’ll discuss: Practical ways technology and artificial intelligence can support more dynamic risk assessment and assurance planning Market forces...
Description In this course, you will see a demonstration of ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. In addition to eliminating software installation and PC and network maintenance, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers,...
As global events continue to evolve, business leaders need to understand where risk may appear across tax, operations, compliance and financial planning. This session will provide practical insight into what U.S. companies should be watching and how to prepare for potential downstream impacts. What You’ll Learn Who Should Attend This webinar is designed for: This...
Internal audit teams are past the “AI curiosity” phase now the question is how to make real, repeatable progress. This session focuses on turning AI experimentation into repeatable audit capability, with practical guidance on where to start, what to prioritize, and how to embed AI into the audit model. We’ll walk through concrete, audit relevant...
Key takeaways Artificial intelligence (AI) is creating a new cost curve, with token consumption quietly driving spend across applications, cloud, and infrastructure. As organizations scale toward AI factories, finance and technology leaders need clearer visibility into unit economics, architecture choices, and governance to manage cost and value. We’ll discuss: Governance decisions to help manage AI...
Transfer pricing and customs intersect through the valuation of cross-border tangible-goods transactions, requiring consistent and compliant pricing to satisfy both tax and customs authorities. The May BorderCrossings webcast will examine several trade issues of interest to transfer pricing practitioners, including: Learning objectives Review current and evolving global trade policy; analyze the intersection of transfer pricing...
Organizations rely on third‑party vendors to support critical operations and data processing, yet accountability for cyber and operational risks remains with the organization. System and Organization Controls (SOC) reports are widely used in vendor oversight, but they can be misunderstood, over‑relied upon, or reviewed without sufficient context. This CPE-eligible webinar will explore how SOC reports...
Description: In 2026, the volume and velocity of global and domestic regulatory changes have made manual, ad-hoc tracking a significant business liability. Organizations are frequently left vulnerable to noncompliance and "last-minute scrambles" because they are overwhelmed by a "tsunami" of data, much of which is irrelevant to their specific business model. This webinar explores the...
Seven years after South Dakota v. Wayfair, Inc, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service. In this session, we'll explore how...
