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Looking Back on 50 Years of SEC Customer Protection
Note important dates and historical events that led the evolution of customer protection practices in the world of broker-dealers
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California Case Serves as Reminder for Physical Presence Nexus
California Court of Appeals rules on when sales and use tax can make marketplace retailers liable for uncollected sales tax.
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FASB Proposes to Improve Lease Accounting for Common Control Arrangements
The Financial Accounting Standards Board (FASB) proposed to improve lease accounting for common control arrangements.
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Article
Outsourced Finance and Accounting Services: Returning Focus to Core Activities
Empower in-house teams to focus on core business functions that drive business success by leveraging outsourced finance and accounting services.
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Article
Implement an Environmental, Social, and Governance (ESG) Strategy in Six Steps
Environmental, social, and governance (ESG) principals are increasingly important to all industries—especially not-for-profits.
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Article
Enhance Safety and Mitigate Risk by Monitoring Service Contracts and Controls
Promote efficiency, mitigate risk, and look for cost savings by assessing and tracking building service contracts.
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Article
Updates to the GLBA Safeguards Rule for Higher Education
New Gramm-Leach-Bliley Act (GLBA) Safeguards Rule requirements for higher education institutions are in effect. Learn more.
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Article
Impacts of AI Development on the R&D Tax Credit and Other Credits
Artificial intelligence (AI) developments across industries have led to multiple tax credit opportunities.
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Alert
Provider Relief Fund Period 4 Reporting Updates
Period 4 reporting for PRF Phase 4 and ARP Rural Distribution is underway. Learn what this means for your organization.
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Article
Strategic Planning and Construction in Turbulent Times for Hospitals
Before undertaking a construction project, leadership should understand and align their final project goals and agree on strategy.
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Article
Carried Interest Valuations in Private Equity and Venture Capital Funds
Carried interest can be the source of hiccups in business valuations. Learn more about carried interest here.
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Article
Manage Your Credit Risk Without Overburdening Your Resources
Though increased credit risk for banks seems likely, explore ways to manage the risk without overburdening your resources.
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Alert
New Laws Modify Texas Economic Development Programs
The recent Texas legislation session ended with modifications to the Texas Enterprise Zone Program (EZP). Learn details.
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SEC Enhances the Regulation of Private Fund Advisers
As private funds activity grows, new SEC rules restrict adviser activity contrary to public interest and protect investors.
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Article
Technology Industry Private Investment Trends in the Central United States
Get details on investment trends on how the central region has started to attract attention from the technology sector.
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IRS Announces Employee Retention Tax Credit Claim Withdrawal Process
Taxpayers who filed for the employee retention tax credit (ERTC) but now believe they could be ineligible may request the claim be withdrawn. Learn more.
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Alert
California Revises Requirements for Qualified Purchaser Program Registration
Assembly Bill (AB) No. 1097 introduces significant requirement changes for Qualified Purchaser Program registration.
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Alert
Shuttered Venue Operators Grant Program FAQs and Qualifications
Get answers to frequently asked questions about the Shuttered Venue Operators Grant, including entity qualifications.
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Article
Top 5 Renewable Energy Trends for 2020
Learn the unique effect of social responsibility on renewable energy sources and how its driving growth trends in different sectors of the industry.
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Article
FAQ: How Finance Transformation Can Benefit Tribes
Learn answers to frequently asked questions about digitizing and streamlining Tribal finance and accounting departments.
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