Updates & Insights

Social Determinants of Health and the impact on Supplemental Benefits (part 1 of 3)

Healthcare and health insurance plans are evolving to recognize previously overlooked factors that contribute to different health outcomes. As health...

Summer Beach – Associate Director, Medicare Compliance Solutions

August 30, 2022

Health Plans

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...

Toppan Merrill

August 30, 2022

Corporate Compliance

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

August 1, 2022

Corporate Compliance

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

July 26, 2022

Corporate Compliance

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

July 8, 2022

Corporate Compliance

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,...

Toppan Merrill

June 23, 2022

Capital Markets

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...

Toppan Merrill

June 1, 2022

Capital Markets Corporate Compliance

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

May 25, 2022

Corporate Compliance

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

May 20, 2022

Financial Services

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

May 4, 2022

Health Plans