Join our Upcoming Virtual Conference!


Join Cherry Bekaert for our Strategic Tax Advisory virtual conference, a live two-day event where our professionals help companies leverage various federal and state tax credits and incentives to increase cash flow to meet financial objectives.

The virtual conference features four sessions led by our strategic tax advisory team members who will share their knowledge on best tax practices and how to utilize the latest tax credits and incentives to potentially benefit your organization.

Who Should Attend

This program is designed for organizations of any size and in a variety of industries that are looking to understand their tax rate drives, potential opportunities to reduce it and how to take advantage of various federal and state tax programs.

CPE Accreditation

Delivery Method | Group Internet Based
Recommended CPE Credit | Up to 4.5 CPE, pending approval
Recommended Field(s) of Study | Specialized Knowledge
CPE Capabilities | Technical Expertise/Problem Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Attendees who participate in full will receive one hour of CPE per session, free of charge. View sessions for the learning objectives. Sessions will occur on different days, so please be sure to select all sessions you wish to attend. 

Agenda At-a-Glance

Attendees who participate will receive one hour of CPE for each session selected and attended.

Unlocking Tax Efficiency: A Strategic Approach to Maximize Savings and Compliance

Tuesday, July 23, 2024, 11:00 AM - 12:30 PM
Importance of Your Business's Location

Tuesday, July 23, 2024, 1:00 PM - 2:00 PM
Maximizing Tax Savings: Strategies for Pre and Post-Transaction Optimization

Thursday, July 25, 2024, 11:00 AM - 12:00 PM
Developing Market for the Purchase and Sale of Clean Energy Tax Credits

Thursday, July 25, 2024, 1:00 PM - 2:00 PM
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]

For more information, please contact Lindsey Jenkins at

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:

  • There will be 4 polling questions per hour of each session.
  • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
  • Polling questions will not be announced in advance.
  • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
  • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
  • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
  • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at

CPE Sponsors LogoCherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. |