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...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Why Every SEC Filer Needs to Prepare for EDGAR Next Now [9:07]
On The Dot (Episode 3) - A conversation with Gordon Ruckdeschel about the EDGAR Next proposal and the steps SEC filers can take now to be ready for the final rule.
Updated: March 17, 2026
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
Oh, my CMS stars! Yes, sales and marketing can impact Star Ratings
If you are an insurer who operates as a Medicare Advantage Organization (MAO), you’re well-aware how a plan’s 5-Star Rating...
Summer Beach – Associate Director, Medicare Compliance Solutions