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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

AI is revolutionizing industries, but misleading claims are rampant. Learn how the SEC combats AI washing and the importance of transparency for investment advisers.
Our on-demand session discusses how your government agency can best prepare for cyber incidents. We'll look at ways to harness strategic initiatives currently in play and neutralize the published incidents of impacted organizations.
Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
HIPAA’s requirements apply to more than doctors and hospitals. Protect your business and clients by learning about key requirements including who needs to comply.
Non-medical businesses may be surprised that they are subject to HIPAA because they have clients handling ePHI.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
Discover whether security and privacy complement each other like PB&J or clash like oil and water, and gain insights into finding a balance that safeguards both.
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