SEC Disclosure Update and Simplification Release

Updates To Disclosure Requirements For Fair Value Measurements: What You Need To Know Relevant To Registered Investment Companies

PCAOB Provides Updates on Auditor Reporting

Surprise! What You May Not Know About the SEC's Custody Rule:  Jim Kaiser Authors Article For the Investment Adviser Association Newsletter

New Revenue Recognition Standards and Impact on Asset Managers

Another ETF Accounting Trap

We're Just Back From The Investment Adviser Association 2018 Compliance Conference. Here's What You Need To Know Now.

Update: Independence and the "Loan Rule"

What's New With Regulation S-X? A Look At The SEC's Recent Amendments

Considerations For Mutual Funds For Allocating Earnings and Profits to Distributions

Independence and the "Loan Rule"

Money Market Fund Reform - Status Update

An Audit Partner Asks… What Are the True Drivers of Audit Quality? Reaction to the PCAOB’s Adoption of New Rules Requiring Engagement Partner Disclosure

From Stradley Ronon- To RIC or Not to RIC… An Analysis of Tax Issues When Converting to a Regulated Investment Company

Determining When a Statement of Cash Flows is Required for an Investment Company

Can Funds Use Equalization Debits and In-Kind Redemptions Together For Tax Efficiency?

Shortening the U.S. Trade Settlement Cycle

Don't Let SADs Get You Down

Are We Any Closer to IFRS Adoption?

How to Account for Commission Recapture Program Rebates

Treatment of Organization and Offering Costs For New Open-End Funds

What You Need To Know About Proposed Changes to the Auditors' Reporting Model

IRS Form 8937- Reporting Corporate Actions

Determination of an NAV Error When the Net Asset Value Reported on the Financial Statements Differs From Published Values

The Clarity Project Makes Changes to Auditor's Report for US GAAS Audits

Consideration of Fair Value and International Securities

Adviser Custody Rule Update- What You Need to Know About the SEC's Recent Risk Alert

MutualFund Wire Profiles BBD's Growth and Expertise in Auditing Difficult-to-Value Securities

Lori Ehleben Promoted to Partner

A Few Tax Planning Ideas in an Uncertain Year

Implementation Issues for 2008 Cost Basis Reporting Regulations

To Defer or Not to Defer

PCAOB Issues New Standard for Auditor Communications With Audit Committees: What You Need To Know

PCAOB Issues New Guidance for Audit Committees on Audit Firm Inspections

Investment Management Group Partner Mike Boyle Comments on New Guidance from the PCAOB for Audit Committees in "Ignites"

Should Warrants Be Considered Derivatives?

UBTI Issues For RICs and RIC Shareholders- Part III

UBTI Issues For RICs and RIC Shareholders- Part II

UBTI Issues For RICs and RIC Shareholders- Part I

What You Need to Know About Regulated Investment Companies and Indian Capital Gains Tax

Investment Management Group Partner John Braun Featured in "Ignites" Q&A: How Should Fund Audit, Compliance Pros Collaborate?

Investment Management Group Partner Jim Kaiser Participates in Webinar on Current Valuation Issues Regarding Third-Party Pricing Vendors

BBD Investment Management Group Partner Jim Kaiser Featured in "Ignites" Q&A: Are SOX Challenges Decreasing for Funds?

Fair Valuation– Does Management Know Enough About the Process?

Fund Restructuring- Part II

The RIC Modernization Act of 2010 in Practice: Guidance on 2011 Excise Capital Gains Distribution Requirements

SEC Takes Aim at Money Market Funds: Understanding Potential Regulations

A Closer Look at RIC Diversification Testing

Fund Restructuring- Part I

ETFs Need Their Own Accounting Rules- Part IV- Total Return

FYE 2012- A Golden Window of Opportunity to Harvest... Gains?

The PCAOB's Proposal For Transparency and Accountability

Financial Statement Presentation of Regulated Investment Company's Investment in Other Investment Companies

Internal Revenue Code Diversification Requirements

Tax Consequences Associated With Option Strategies- Part IV

Tax Consequences Associated With Option Strategies- Part III

Tax Consequences Associated With Option Strategies- Part II

Tax Consequences Associated With Option Strategies- Part I

ETFs Need Their Own Accounting Rules- Part III- Emerging Markets ETFs

PCAOB Proposes Changes to the Auditor's Reporting Model

Sensitivity Analysis- It Could Have Been Worse

Recent Changes to Rule 2a-7 for Money Market Funds

Initial Response to the Revised Custody Rule

ETFs Need Their Own Accounting Rules- Part II- The ETF Fair Value Dilemma

ETFs Need Their Own Accounting Rules- Part I

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