Thought Leadership Filter

Thought Leadership


How the SEC is Tackling Financial Fraud

As the number of investigations into financial crisis cases continues to wane, the SEC is refocusing its efforts and resources into public company financial fraud. According to SEC Director of Enforcement Andrew Ceresney, financial reporting and audit fraud is the “next frontier” for enforcement…

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The Promise — and Perils — of Inversion Deals

Why everyone’s talking about these cross-border mergers

Corporate inversions have become the dominant means of making cross-border mergers — representing the majority of U.S. outbound deals announced in 2014. The basic premise of this type of transaction is that a buyer in the United…

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Risk Insights: Implementing the 2013 COSO Framework

Today’s business environment is highly automated and globally connected. Remote workforces are common and businesses face ever increasing expectations for transparency. The 2013 COSO Internal Control-Integrated Framework acknowledges those changes. It retains the principles-based internal…

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AICPA and CPA Canada Discontinue SOC 3 Seal Program

On Friday, October 3, 2014, the American Institute of Certified Public Accountants (AICPA)  and CPA Canada communicated their intention to discontinue the SysTrust and SOC 3 SysTrust for Service Organizations seal programs. The decision goes into effect immediately. According to the…

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PCAOB Makeover Projects: Estimates and Fair Value Measurements

The Public Company Accounting Oversight Board (PCAOB) is currently soliciting public feedback on the need for changes to auditing standards on the use of accounting estimates and fair value measurements. The preliminary effort may lead to a universal standard for issues that have grown more…

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An All-Weather Portfolio

While everyone can agree that asset allocation is an important part of an investment strategy, not everyone is willing to employ it. Many investors would rather spend the bulk of their time searching for the latest hot investment. Why?  


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Retirement Planning

Approaching Retirement with Confidence

Our mission is to help you achieve your financial goals, whether short or long term. In particular, we want you to face your retirement with confidence and optimism. Yet we often feel that the confidence and optimism we work to give you are often…

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