Insights & Resources

The initial enthusiasm for ESG in financial services was met with increased scrutiny, but the underlying ESG principles continue to hold sway.

Federal and state governments issued fuel tax relief after Hurricane Helene, including IRS dyed diesel penalty waivers, temporary licensing and IFTA suspensions.

The IRS has issued guidance on the registration requirements for producers under the Clean Fuel Production Credit in IRC § 45Z, which begins on January 1, 2025.

AI is revolutionizing industries, but misleading claims are rampant. Learn how the SEC combats AI washing and the importance of transparency for investment advisers.

Trillions will be spent on energy transition, and private equity firms are stepping up to the challenge. Learn more about this transformative trend.

Federal financial institution regulatory agencies updated their existing guidance on liquidity risks and contingency planning for depository institutions.

Financial institutions commonly consider investment securities and wholesale sources to be their funding sources. Learn how examiners are challenging this.

With the collapse of SVB, it is helpful to understand and think about the actions your financial institution may want to take to mitigate enterprise risk.

Bank failures, inflation and uncertainty means examiners are scrutinizing liquidity and interest rate risk management practices at institutions.

With the current interest rate and economic development, financial institutions may need to review their risk management strategies and practices.

Many businesses face challenges such as cost, inefficiency and potential fraud when invoicing manually. Learn about the benefits of e-invoicing.

The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.