Updates & Insights

ESEF iXBRL block tagging is here. What does that mean for you?

After implementing iXBRL tagging of face financials last year as part of the initial requirements of the ESMA ESEF mandate,...

February 23, 2023 Bartek Czajka - Director of XBRL Consulting Services

Voluntary and Mandatory Climate Disclosures: Key Considerations for Companies

iXBRL (Inline XBRL) is a filing format that merges the aesthetic benefits of a human-readable HTML file with the machine-readable...

February 17, 2023 Holland & Knight LLP

What are the updates to the “glossy” annual report filing requirements? 

On June 2, 2022, the Securities and Exchange Commission (SEC) passed a final rule that requires filers, beginning Jan. 11,...

February 16, 2023 Toppan Merrill

Medicare acronym soup 101

Health plans can easily over-use acronyms in their communications, causing confusion for their enrollees. 

February 14, 2023 Summer Beach – Associate Director, Medicare Compliance Solutions

SEC mandates iXBRL tagging of actively sold variable products. The compliance requirement details.

Effective Jan. 1, 2023, Variable Product issuers of actively sold contracts are now required to file registration statements and definitive...

February 13, 2023 Guy Stanzione - Director, SEC Compliance Services

How to choose the best financial printer for an IPO

A key driver to a successful IPO is the assembling of the best working team. Within that working team, the...

February 5, 2023 Toppan Merrill

ESG Helps Emerging Companies Add Value and Reduce Risk

Under the administration of President Biden, the SEC will probably consider requiring disclosures in several environmental, social, and governance (ESG)...

February 3, 2023 Perkins Coie

M&A process | 8 essential steps in an M&A transaction

Global capital markets continue to grow more complex and are accelerated by regulatory shifts and market disruptions. And while M&A...

January 18, 2023 Toppan Merrill

SEC filing form types: 7 SEC forms you should know

Although there are dozens and dozens of forms and schedules listed by the SEC, when it comes to Capital Markets...

January 18, 2023 Toppan Merrill

Direct mail comes roaring back: 3 keys for healthcare insurers to drive engagement and growth

Amid all of the buzz around the tremendous digitization that’s taken place over the last two years in the healthcare...

January 11, 2023 Mike Zimny