Earlier this month the SEC and FINRA released their respective examination priorities for 2017— please see a brief overview and link to the releases below.
Five Areas of Regulatory… Continue reading →
“I’m on board! Yes, I’d like a life insurance audit. But really, what is it, and why do I want it?”
Does that describe your reaction to this title? You… Continue reading →
President-elect Trump is assembling his cabinet and key positions at a break-neck pace. With the Republican House and Senate, Trump should be able to continue this velocity after his inauguration,… Continue reading →
With the election of Donald Trump to the Presidency of the United States, we have a new vision for the country beginning now, with its implementation in 2017. Part of… Continue reading →
As we get closer to the end of yet another year, it’s time to tie up the loose ends and implement tax saving strategies. With the fate of many of… Continue reading →