Guide to M&A transactions: M&A types, corporate examples and process
M&A transactions (mergers and acquisitions) are typically the largest transaction types in the corporate world — and both the number...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: SEC Section 16 requirements for Foreign Private Issuers beginning March 18, 2026 [7:27]
On The Dot (Episode 13) - A conversation with Jennifer Froberg on the new requirement for officers and directors of Foreign Private Issuers to comply with SEC Section 16 reporting beginning March 18, 2026.
Updated: January 27, 2026
Pay Versus Performance: SEC modernization brings Inline XBRL tagging to the proxy statement
The SEC adopted a significant new rule, Pay Versus Performance, on Thursday, August 25, 2022 requiring companies to disclose information...
Sarbanes-Oxley (SOX) Act – we’ve come a long way since 2002
The Sarbanes-Oxley Act was passed in 2002. The Public Company Accounting Oversight Board (PCAOB) was born, and with it, the...
Elizabeth Epler Jones, CPA - Partner, AXIA Partners
Keys to ESEF iXBRL filing success based on Year 1 implementation
I had the opportunity to be a part of a webinar series hosted by Accountancy Europe that focused on success...
Bartek Czajka - Director of XBRL Consulting Services
EDGAR modernization continues: Form 144 moves from paper to structured data XML
In 2021, the SEC received over 30,000 Form 144 filings. Of those, only 234 were submitted electronically on the EDGAR...
Jennifer Froberg - Sr SEC Product Specialist
A guide to de-SPAC transactions and how the process works
While both a traditional IPO and a SPAC IPO (with a de-SPAC transaction) are vehicles to bring a company public,...
Building business advantage through effective ESG Disclosure: A 3-part webinar series
The rising importance of environmental, social and governance (ESG) disclosure hit a tipping point in the last year. Entering a...
SEC fee payment method changes effective May 31, 2022
In 2021, the SEC adopted a significant final rule, Filing Fee Disclosure and Payment Methods Modernization, to modernize how companies...
Jennifer Froberg - Sr SEC Product Specialist
Inline XBRL taxonomy for closed-end funds (CEFs) and business development companies (BDCs)
In 2020, the SEC adopted a final rule, Securities Offering Reform for Closed-End Investment Companies, modernizing disclosure and the offering...
Jennifer Froberg - Sr SEC Product Specialist
Medicare, Medicare Advantage and CMS. A timeline from 1901 to today
In social settings, when someone asks, “What is Medicare?” or “What is CMS?” the common adage used to be, “Oh,...
Summer Beach – Associate Director, Medicare Compliance Solutions