Cherry Bekaert: Technology Cherry Bekaert

Section 174 mandates the capitalization of specified research or experimental expenditures (SRE), which includes a broad range of costs related to development. Listen as Tax Credits & Incentives Advisory Leader Martin Karamon, Director Vivian Kohrs and Senior Manager Bryan Weems discuss why it’s vital to evaluate intercompany intellectual property (IP) agreements and contracts for research and development (R&D) performed on behalf of others overseas. Tune in t...

Continuing the conversation on international tax planning strategies for both outbound and inbound companies, International Tax Services Managing Director Rajesh Tripathi and Tax Partner Chris Delcambre discuss the various considerations foreign parent companies need to make when establishing operations in the U.S. Inbound companies have both employee and entity type complexities associated with them and must be aware of several factors that could pose a risk if not properly addressed. L...

Many technology companies reap the benefits of hiring consultants or long-term employees outside the U.S., such as experiencing greater efficiency and expanding their global reach. However, if company leadership isn’t careful in planning, structuring and reporting, serious tax issues could arise. In our latest podcast for technology companies, we cover key missteps to avoid when it comes to hiring, contracting or using third parties abroad.Listen to learn more about: What ma...

Is your technology company’s biggest asset – its intellectual property (IP) – automatically protected in other countries just because it is protected in the U.S.? It’s not! In this podcast episode, members of our International Tax Practice uncover this and other missteps that many companies make in the tax planning process when trying to expand globally. Tune in as they share insights on key considerations for timing, structuring and planning properly so you’re not paying taxes in multip...

Relatively new rules around research and experimentation costs have had a notable impact on early and growth stage technology companies, sending many into a newly taxable income position. Join two of Cherry Bekaert’s Technology Tax Partners to learn more about what companies in this position should do to mitigate the impact of those rule changes as well as plan strategically for 2024. They discuss: Two ways to approach Section 174 Research & Experimentation computations Wha...

How often are technology companies truly prepared when ready for an exit or to take on new funding? Cherry Bekaert’s Dixie McCurley sits down with investor and CEO Lauren Fernandez to get her take on the components that lead to business growth, success and eventual sale. Lauren shares the number one priority she has for assessing a company’s financial health, as well as thoughts on the future of AI and technology.They discuss: Three primary areas of focus from an investor’s point of view...