Recent Insights
Newsletter
April 26, 2023
Our Regulatory Compliance Digest features a summary of the latest updates from the CFPB, HUD’s Discriminatory Effects Standard, HMDA Data on Mortgage Lending and more.
14:36
Speakers: Scott Anderson, Danny Martinez
Listen to our podcast and learn more about GASB 96 (SBITA), its implementation and the next steps for governments to take.
09:22
Speakers: Scott Anderson, Lauren Strope
Listen to our podcast as we address frequently asked questions that have surfaced throughout the first-year implementation of GASB 87.
22:19
Speakers: David Nissen, Michael G. Kirkman
Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.
24:31
Speakers: David Nissen, Drew Hinnant
Learn essential exit strategies for closely held businesses. Discover tips on ownership transitions, unlocking value, and securing your financial future.
14:01
Speakers: Danny Martinez, Scott Anderson
Listen to our podcast for valuable insights on GASB 96 implementation in airports. Discover the initial considerations, key technologies, and challenges to overcome.
Article
February 6, 2023
Learn more about the domestic filing exception included in the IRS draft instructions for 2022 Schedules K-2 and K-3 for partnerships and S corporations.
18:00
Speakers: Danny Martinez, Scott Anderson
Learn how GASB 103 has changed proprietary fund classification, financial statement presentation, and reporting requirements for governments.
20:15
Speakers: Danny Martinez
Learn best practices for GASB 101 policy assessment. Evaluate procedures, improve controls, and streamline government financial reporting compliance.
Newsletter
June 21, 2023
Our Regulatory Compliance Digest features a summary of the latest on third-party relationships used by financial institutions, Small Business Lending Rule guidance, CFPB updates and OFAC’s SSL certificates renewal.