Updates & Insights

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...

August 1, 2022 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...

July 26, 2022 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...

July 8, 2022 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,...

June 23, 2022 Toppan Merrill

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...

June 1, 2022 Toppan Merrill

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...

May 25, 2022 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...

May 20, 2022 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,...

May 4, 2022 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...

April 14, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

Back to the future: CMS sales and marketing guidelines

With the ever-changing landscape of Center for Medicare and Medicaid Services (CMS) guidelines, let’s take a look at the recent...

March 15, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions