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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.

Administrative, physical, and technical safeguards are an essential element of HIPAA security and essential for protecting PHI and ePHI.
The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
Medicare Advance Payments (MAP) are unlike other COVID-driven funding distributions. Find out the importance of MAP recoupment monitoring and projection.
Updates to Form PF were designed to assess systemic risk and bolster regulatory oversight in the growing hedge fund industry. Find out more.
Chief Financial Officers need to have the right tools and framework to make an effective impact on their organization. Find out how.
When your small business faces a complex financial challenge, finding a professional with the right expertise may seem like more trouble than it’s worth, especially if the solution would take only a few hours of an expert’s time. Unfortunately, if your internal staff does not have the right specialized knowledge, it can lead to much higher costs down the road.