1. SEC Annual Exam Priorities Focus – What You Need to Know!
    May 12, 2022

    On March 30th, The SEC’s Division of Examinations issued its 2022 Exam Priorities.   The SEC listed five areas on which it would focus. Senior Managing Director, and Practice Leader of our Portfolio Valuation Services Group, Mark Shayne breaks it all down.  Read the full article here.

     
  2. The Cannabis Industry In New York State
    April 29, 2021

    Wednesday March 31, 2021 became a historic day in New York referring to the effort to legalize cannabis in New York State. Read more about the legislation, issues to consider when operating a cannabis business and increasing its potential value!

     Read the full article here

     
  3. Forensic Accounting – What you need to know
    February 22, 2021

    Are your client's losses due to a downturn in the economy, obsolete products, bad management or fraud? These are the questions that Board of Directors, upper management, investors, external auditors, and attorneys need to ask if there are observed abnormalities or unexplained losses in a company's financial statements. In situations where fraud is suspected, utilizing the services of a forensic accountant is prudent.

    Read the full article here

     
  4. The Perfect Storm for Estate Planning
    November 17, 2020

    2020 in the Estate Planning industry is shaping up to be a perfect storm. There are several factors contributing to a surge in that work.  This article outlines what those factors are and what you need to know!  Read the full article here

     
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