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...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: ETF issuer interest remains high [14:04]
On The Dot (Episode 12): The ETF share class structure represents a significant modernization in the asset management industry. Investors are drawn to ETFs for their relatively low cost, intraday tradability, transparency, tax efficiency, and exposure to specific markets or strategies.
Updated: December 2, 2025
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
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...
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...
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...
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...