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The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
Find out how health care providers may be required to repay PRF funds for failure to comply with terms of funding or findings from an audit of the awarded funds.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
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.
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.
PodcastOn this episode of The ESOP Podcast, Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from other forms of compensation.
BrochureAn employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.
Executive ResourceAs 2021 comes to an end, many organizations are winding down another hectic year, and planning for 2022 with much more optimism.
Chief Financial Officers need to have the right tools and framework to make an effective impact on their organization. Find out how.
WebinarIn the current environment single audits are less than routine. Entities are left scrambling to keep up with all of the changes coming their way. This on-demand webinar will provide viewers with the most current information for their upcoming single audits.