Updates & Insights

SEC modernizes investor communication with Tailored Shareholder Reports (including iXBRL)

On October 26, 2022, by a vote of 5-0, the SEC adopted amendments to the requirements for Annual Report and...

Guy Stanzione - Director, SEC Compliance Services

November 17, 2022

Financial Services

The Inflation Reduction Act’s impact on drug benefits for health plans 

The Inflation Reduction Act of 2022 (IRA) made substantial changes to federal healthcare provisions and will help reduce the cost...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 14, 2022

Health Plans

Why is the CMS Readiness Checklist important? What value does it bring to health plans?

The infamous CMS Readiness Checklist was created by the Centers for Medicare & Medicaid Services (CMS) as a tool for...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 9, 2022

Health Plans

Block Tagging: 7 ESEF compliance insights and best practices

As originally mandated in the ESEF iXBRL requirements, effective for financial years starting on or after 1 Jan 2022, issuers...

Toppan Merrill

September 30, 2022

Corporate Compliance

Inline XBRL becomes a reality for variable product issuers

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

Guy Stanzione - Director, SEC Compliance Services

September 27, 2022

Financial Services

Climate Change and Corporate Governance – Where is the intersection for public companies?

 A new 3-part webinar series from Toppan Merrill provides a roadmap to building, enhancing and future-proofing an ESG disclosure strategy...

Clockwork Admin

September 9, 2022

Corporate Compliance

Guide to M&A transactions: M&A types, corporate examples and process

M&A transactions (mergers and acquisitions) are typically the largest transaction types in the corporate world — and both the number...

Toppan Merrill

September 9, 2022

Capital Markets

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