Corporate Compliance

SEC launches modernization of filing fee disclosures, Inline XBRL to follow

In October 2021, the SEC adopted the Filing Fees and Payment Method Modernization final rule. The mandate was far-reaching, transforming...

Jennifer Froberg - Sr SEC Product Specialist

January 27, 2022

Preparing for iXBRL: A foreign private issuer’s guide to SEC filing requirements

After more than a decade of traditional XBRL tagging of financial statements and following the inception of iXBRL required for...

Toppan Merrill

January 22, 2022

Guide to virtual annual meetings of shareholders: types, benefits & best practices

Prior to 2020, many wondered if shareholder meetings can effectively be held online and now it’s clear how critical they...

Toppan Merrill

December 29, 2021

Navigating Year 1 ESEF compliance – with an eye on the future

To help companies find a path to ESEF iXBRL compliance that addresses both the here-and-now and the future, here is...

Bartek Czajka - Director of XBRL Consulting Services

December 17, 2021

Advertising Practices Prohibited Under the New Modern Marketing Rule

With the new Modern Marketing Rule that the Securities and Exchange Commission (SEC) unveiled in December of 2020, firms need...

Toppan Merrill

December 16, 2021

What Does ‘Fair and Balanced’ Marketing Mean for Firms?

Marketing practices have evolved since the 1960s but until recently, the laws governing the advertisements of Securities and Exchange Commission...

Toppan Merrill

December 1, 2021

Everything You Need to Know About Inline XBRL (iXBRL)

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

Toppan Merrill

September 20, 2021

SPAC Odessy 2021: SOX compliance for new issuers

The rise of the SPAC places a spotlight on compliance requirements for newly public companies. The most arduous compliance demands...

Toppan Merrill

June 9, 2021

Two lies and a truth about SOX compliance management

The lesson here is, oftentimes, people don’t know what they don’t know and are often caught completely flat-footed when it...

Elizabeth Epler Jones, CPA - Partner, AXIA Partners

April 19, 2021

ESG disclosure insights from the sustainability accounting standards board

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

Toppan Merrill

March 5, 2021