Member Articles

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 ...

Author: Corey McLaughlin Although they’ve been around since 2008, cryptocurrencies continue to draw fascination from every corner of the globe, making their way into TV news reports, investor meetings and even co ...

Author: Michelle Chopper If you are in the cryptocurrency space, many of you are either launching a new fund or preparing for the calendar year-end audit cycle now in full swing. We know you’re busy, yet we need ...

Contact: Jay Laurila The Tax Cuts and Jobs Act (TCJA), signed into law on December 22, 2017, makes several changes to existing tax laws that affect Regulated Investment Companies (RICs). The big headline items of T ...

Contact: Randy Myeroff Planning for business succession is a vital discipline to help keep organizations running smoothly, and ideally thriving, from one regime to the next. Building a plan for the future boosts co ...

Contact: Tracy Monroe It was awesome to speak on tax planning for individuals and businesses at the Ohio Society of CPA’s Cleveland Accounting Show this week. Like just about everyone, the group is anxiously awai ...