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Member Articles


Dealing with Distress: Top 10 Tips for Dealing with COVID-19 Financial Distress

1. Keep calm – In the words of Douglas Adams DON’T PANIC, these are uncertain times but at some point life will return to normal and people will need the service/product you provide. 2. People – Follow Public Heal ...

2 Topics Investment Companies Should Understand in AICPA’s New Valuation Guidance

Author: Alex Hocking On August 19, 2019, the American Institute of Certified Public Accountants (AICPA) issued valuation guidance for investment companies on how to value their portfolio company investments. The guide, ...

5 Tips to Help Prevent HIPAA-Related Data Breaches

Data breaches are as prevalent as ever, with news of large-scale breaches such as Facebook and insurance company Anthem — which recently paid out $16 million over a 2015 data breach — popping up on the news nearly ev ...

Exchange-Traded Funds and Investment Company Liquidity Disclosures Addressed in Recent SEC Actions

Author: Marcy Kempf A busy day for the Securities and Exchange Commission (SEC). The open meeting held on June 28, 2018, resulted in votes on several final rules and rule proposals that had been noted as priorities and ...

WMS Australian Market Outlook 29 August 2016

Click the link below to view Investment Markets and Key Developments over the Past Week; Major Global Economic Events and Implications; Australian Economic Events and Implications; and more. Download the ...

More Changes to Deemed Dividend Rules? Here We Go Again!

Contact: David Prichard; ESV (New South Wales, Australia) As if running your own business is not complicated enough, the funding of associated ventures and extraction of funds from the family business is fraught with ...

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