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Webinar: Custody Panel Discussion

This panel discussion will cover key aspects of the Custody Rule and best practices advisers can follow to be in compliance.View
compliance and consulting article

Compliance and Consulting

Update on Accounting for Equity Securities with Contractual Sale Restrictions

The Financial Accounting Standards Board recently issued Accounting Standards Update 2022-03, which amends Topic 820 (Fair Value Measurement) and helps clarify how entities should value and disclose investments in equity securities measured at fair value that are subject to a contractual sale restriction.View
compliance and consulting article

Compliance and Consulting

The Top 3 Custody Rule Pitfalls We’ve Observed

Based on years of performing such surprise examinations, our team has identified three common Custody Rule pitfalls.View
gips compliance article

GIPS Compliance

Just When We Thought Carveouts Were Back

The SEC Marketing Rule will impose additional requirements surrounding carveouts and hypothetical performance that will be burdensome for advisors.View
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Webinar: Is Your Firm Ready for the SEC's New Marketing Rule?

This panel discussion will cover key things you need to know to be ready for the SEC's Marketing Rule and how advisors are preparing.View
gips compliance article

GIPS Compliance

Annual GIPS Compliance Notification Due Date is Approaching

Firms claiming GIPS compliance must submit their annual GIPS Compliance Notification Form by June 30.View
compliance and consulting article

Compliance and Consulting

SEC's New Transparency Rules Target Private Fund Advisors

Two of the SEC's newly proposed rules target private fund advisors and include the Private Fund Audit Rule, Quarterly Statement Rule, Advisor-Led Secondaries Rule, Preferential Treatment Rule, and Prohibited Activities Rule.View
tax strategies article

Tax Strategies

What You Need to Know About the New Schedules K-2 and K-3

With the 2021 tax filing season well underway, there has been uncertainty and controversy surrounding the IRS’s new schedules K-2 and K-3.View
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GIPS Compliance

Kreischer Miller Exhibiting at 20th Annual PMAR North America Conference

Kreischer Miller will be exhibiting at this year's PMAR conference.View