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Learn MoreThe pace and intricacies of regulatory change in the investment industry are, at times, nothing short of overwhelming. Yet, organizations in this space need to have a clear understanding of evolving regulations, their timing and overall impact. To help you stay up to date, below is Cohen &...
Read MoreWashington’s tax regime has always been non-traditional in comparison to other states, imposing no individual income tax or business tax for those within its borders. However, even well before Wayfair, Washington had a reputation as one of the most aggressive states pursuing out-of-state businesses,...
Read MoreIn this installment of our cyber safety series, learn how implementing a secure software development process can minimize your risk for software breaches. Exploiting software vulnerabilities is one of the most common causes of cybersecurity breaches. These vulnerabilities are flaws in application...
Read MoreIn this first installment of our series aimed toward helping you navigate the impact of sales and use tax on your business, we start with a fundamental element: understanding the difference between and implications of sales and use tax. Sales and use taxes are transactional based and impact...
Read MoreWhen deciding to enter the mutual fund or exchange-traded fund (ETF) space, one of the first critical decisions you’ll have to make is whether or not to establish your own trust or use an existing one. This significant decision should be carefully thought through, as it will affect many areas...
Read MoreIn this first installment of our series on treasury and risk management best practices, find out why it’s critical to incorporate payment process best practices into your business and what you can do to achieve that goal. Implementing payment process best practices for your treasury department...
Read MoreIn this installment of our cyber safety series, learn why securing a cyber liability insurance policy can be critical to your overall cybersecurity program. Cyber liability insurance. What is it, and is it really necessary? Cyber liability insurance is a policy that helps cover costs associated...
Read MoreOn Thursday, July 1, 2021, Governor Mike DeWine signed Am. Sub. House Bill 110 (HB 110) into law. Namely, the budget: Provides 2021 municipal income tax guidance to employers and remote workers; Exempts employment labor services and employment placement services from sales tax; Reduces...
Read MoreIn this first installment of our series on leases, we offer insights into one of the key questions in complying with the new leases standard (ASC 842) — do you or do you not have a lease to account for? A lot has changed in the world since 2016 when the FASB approved and released ASC 842, Leases....
Read MoreAccording to Morningstar, over 1,000 mutual funds went through business combinations over the past three years. This was a consistent theme in 2020 and has continued into 2021, showing no signs of significant slowing even with the ongoing pandemic. Conversions from one structure to another have also...
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