Harvard Corporate Governance

JULY 29, 2025

Posted by Miriam Wrobel and Alanna Fishman, FTI Consulting, on Tuesday, July 29, 2025 Editor's Note: Miriam Wrobel and Alanna Fishman are Senior Managing Directors at FTI Consulting. At the midpoint of 2025, the ESG landscape continues to evolve amid rising political rhetoric and regulatory change.

Equity

Harvard Corporate Governance

JUNE 24, 2025

Posted by Matteo Tonello, The Conference Board, on Tuesday, June 24, 2025 Editor's Note: Andrew Jones is a principal researcher at The Conference Board Governance & Sustainability Center. Top 10 Corporate Sustainability Priorities for 2025 10. This post is based on his Conference Board memorandum.

Compliance

RNC

JANUARY 19, 2025

Regulatory Compliance: Ensuring compliance with financial standards and tax laws. For example, upcoming tax regulations in 2025 may alter the way shares are evaluated for compliance. Share valuation finds application in several areas: Investment Decisions: Identifying growth opportunities or avoiding overvalued stocks.

Discounted Cash Flow

Equidam

AUGUST 8, 2025

Enabling AI assistants to access enterprise-grade startup valuation tools through the Model Context Protocol standard August 8, 2025 — Today marks a pivotal moment in the intersection of artificial intelligence and startup valuation. billion , have already demonstrated the transformative power of MCP integration.

B2B

Equidam

JULY 23, 2025

LPs in 2025 want to be “more operationally engaged” and have more visibility into fund execution, and valuation oversight is part of that bigger trend. So, having it codified that you follow IPEV or have an independent valuation step isn’t just appeasing LPs, it’s preparing you for audit compliance.

Discounted Cash Flow

Benzinga

MAY 1, 2025

PHOENIX, May 01, 2025 (GLOBE NEWSWIRE) -- Today, AirTera, the service mark of NATA Compliance Services (NATA CS), announced the acquisition of Safety and Security Instruction (SSi), a premier provider of learning management systems (LMS) and airport-specific training content for the aviation industry.

Compliance

Harvard Corporate Governance

FEBRUARY 19, 2025

on Wednesday, February 19, 2025 Editor's Note: Matteo Tonello is Head of Benchmarking and Analytics and Andrew Jones is a Senior Researcher, ESG Center at The Conference Board, Inc. Posted by Matteo Tonello and Andrew Jones, The Conference Board, Inc., This post is based on their Conference Board memorandum.

Compliance

Harvard Corporate Governance

AUGUST 4, 2025

Clarke (Newport LLC), and Jana del-Cerro (DLA Piper), the Nasdaq Center for Board Excellence, on Monday, August 4, 2025 Editor's Note: Edward Knight is the Executive Vice Chairman at Nasdaq, Will A. Posted by Edward Knight (Nasdaq), Will A. Clarke is a Partner at Newport LLC, and Jana del-Cerro is a Partner at DLA Piper.

Compliance

Benzinga

MARCH 31, 2025

March 31, 2025 (GLOBE NEWSWIRE) -- Mindwell Solutions Group Holdings ("MSGH" or the "Company"), a subsidiary of TransGlobal Assets Inc. PORTSMOUTH, N.H.,

Technology

ThomsonReuters

DECEMBER 27, 2024

Beyond compliance, mastering the nuances of digital asset reporting offers firms an opportunity to stand out as trusted advisors in the fast-evolving landscape. By understanding these regulations thoroughly, your firm can foster deeper relationships and move from transactional compliance work to a proactive advisory role.

Compliance

Reynolds Holding

JULY 1, 2025

These document trails would not only assist regulators and courts in assigning responsibility after the fact, but also enable internal compliance and risk teams to anticipate potential failures. Developers should be required to document reward functions, decision constraints, and training environments.

Corporate Finance

Peak Business Valuation

JUNE 20, 2025

Maximize Tax Exemptions As of 2025, individuals can gift up to $19,000 per recipient per year without paying federal gift tax. We strive to help business owners leverage these planning strategies while ensuring full compliance with IRS standards. Larger gifts apply toward a lifetime gift and estate tax exemption of $13.99

Business Valuation

Equidam

JUNE 17, 2025

Many young companies chose to stay private longer rather than face the heavy compliance burden of SOX. Indeed, 2025 is shaping up as a “crucible moment” that will reveal whether those lofty valuations hold or if reality forces a reckoning. The number of IPOs plummeted in the 2000s, and the time to IPO stretched out.

Start-ups

Trout CPA

JULY 31, 2025

By Randall Weaver, CPA The 2025 tax legislation, signed into law on July 4, 2025, introduces sweeping changes that will significantly impact taxpayers in the real estate sector.

Compliance

Scott Mashuda

APRIL 30, 2025

Trump Tariffs: April 2025 Update President Trump has implemented sweeping tariff policies since taking office in January 2025, declaring a national emergency related to trade deficits on April 2. Key Points: A baseline 10% tariff on most imports from many countries went into effect on April 5, 2025.

Marketability

ThomsonReuters

JUNE 27, 2025

On June 17, 2025, the U.S. Understanding how this law affects your clients’ reporting obligations, accounting treatment, and compliance posture is now essential. Read more actionable strategies on crypto compliance, tax treatment, and staying audit-ready. Senate passed the Guiding and Establishing National Innovation for U.S.

Treasury

Global Finance

JULY 30, 2025

DBS has deployed over 800 AI models across 350 use cases, projected to yield over $1 billion Singapore dollars (about $778 million) in economic impact in 2025 and reflecting a broader industry trend. The post AI in Finance Awards 2025 | Corporate and Investment Banking appeared first on Global Finance Magazine.

Banking

Benzinga

NOVEMBER 28, 2024

With the DEA hearing delayed until early 2025 and a possible Trump presidency adding uncertainty, cannabis businesses are preparing for what rescheduling to Schedule III could mean. As the formal review process for rescheduling cannabis unfolds, industry players are closely watching its potential to transform the sector.

Compliance

Benzinga

FEBRUARY 5, 2025

With substantial investment already made by the Company in its capacity at its state-of-the art facilities and its expertise in bioprocess optimisation, analytical testing, and regulatory compliance, Avid delivers high-quality, industry leading complex biologics to a roster of international customers. Full story available on Benzinga.com

Private Equity Firm

Harvard Corporate Governance

JUNE 25, 2025

Posted by Gadinis (University of California, Berkeley), on Wednesday, June 25, 2025 Editor's Note: Stavros Gadinis is the George R. This evolution represents far more than traditional compliance programs or feel-good corporate social responsibility initiatives. This post is based on his working paper.

Compliance

Harvard Corporate Governance

JULY 26, 2025

Posted by Jon Solorzano and Dario Mendoza, Vinson & Elkins, on Saturday, July 26, 2025 Editor's Note: Jon Solorzano and Dario Mendoza are Partners at Vinson & Elkins. Executive Summary On June 26, 2025, the U.S. Securities and Exchange Commission (“SEC”) hosted a roundtable on executive compensation disclosure requirements.

Compliance

Harvard Corporate Governance

AUGUST 1, 2025

Pedersen, Matthew E.

Compliance

Global Finance

JUNE 9, 2025

This leads to improved project outcomes and enhanced compliance with regulatory requirements. The post The Innovators 2025: Western Europe appeared first on Global Finance Magazine. Regulatory and project documentation updates that used to take weeks can be completed in under a day, saving banks millions of dollars and months of work.

Banking

Global Finance

JUNE 9, 2025

Analysis of Accounting Statements| BANCO CENTRAL DO BRASIL Every year, the financial institutions supervised by Brazil’s central bank issue accounting reports that are used to verify their compliance with regulations. The post The Innovators 2025: Latin America appeared first on Global Finance Magazine.

Banking

Harvard Corporate Governance

JULY 19, 2025

Graff, Fried, Frank, Harris, Shriver & Jacobson LLP, on Saturday, July 19, 2025 Editor's Note: Dabney O’Riordan , Michael L. Sherman , and Ilan T. Graff are Partners at Fried, Frank, Harris, Shriver & Jacobson LLP. This post is based on their Fried Frank memorandum. more…)

Compliance

ThomsonReuters

JULY 21, 2025

How the One Big Beautiful Bill is changing SALT policy T he OBB BA introduces a temporary SALT deduction cap of $40,000 starting in 2025, which will phase out for individuals earning over $500,000. Client communication Clients need more than just compliance — they need clarity. They require foresight, agility, and strategic execution.

Start-ups

Mckinsey and Company

JUNE 6, 2025

Skip to main content Overcoming two issues that are sinking gen AI programs June 6, 2025 | Article Curt Jacobsen  Erik Witte Kaz Kazmier  Oscar Villarreal Hard experience has revealed common technology pitfalls in building a gen AI capability and proven strategies for overcoming them.

Compliance

Global Finance

JULY 30, 2025

ensuring legal and regulatory compliance; 2) “Should we use it?”: Meet The Winners AI in Finance Awards 2025 | Consumer Banking AI in Finance Awards 2025 | Corporate Investing The post From Automation to Augmentation – AI In Finance Awards 2025 appeared first on Global Finance Magazine.

Finance

Global Finance

AUGUST 5, 2025

The 2025 PrimeRevenue Annual CFO Trend Report notes that companies thriving in today’s volatile markets are those that are rethinking how capital flows through their operations. Close collaboration with data and IT teams is essential, as is a solid grasp of compliance requirements.

Finance

Global Finance

JUNE 11, 2025

Laurent-Olivier Labeis , REGnosys REGnosys Sweeping changes to trade reporting rules across six major jurisdictions—the US, the EU, the UK, Japan, Singapore, and Australia—defined the regulatory landscape in 2024, illustrating the intensity of what Laurent-Olivier Labeis, founder and CEO of REGnosys, calls a “compliance marathon.”

Banking

N Contracts

AUGUST 5, 2025

From the newly signed reconciliation bill with major banking provisions to the CFPB’s ongoing compliance and enforcement battles, staying informed is essential for financial institutions navigating today’s complex landscape. Our July regulatory update has a clear theme: lawsuits and rule changes that just keep coming.

Compliance

Reynolds Holding

JUNE 10, 2025

One area in which there is a lack of clarity is how investment advisers and investment companies can hold digital assets in compliance with the current Commission custody requirements. 28, 2025), [link]. [2] Atkins, Prepared Remarks Before SEC Speaks (May 19, 2025), [link]. [4] 1183 (May 7, 2025), [link]. [6]

Banking

Global Finance

JUNE 9, 2025

In 2025, Wenov is debuting an innovation program geared toward helping Attijariwafa’s African subsidiaries facilitate collaboration with startups on that continent. Process optimization, improved customer service, automated risk management, automated fraud detection, and improved regulatory compliance are all areas of focus.

Banking

ThomsonReuters

OCTOBER 31, 2024

These shifts have introduced uncertainties and challenges for tax professionals, necessitating swift adaptation to maintain compliance and efficacy. The expiration of provisions under the Tax Cuts and Jobs Act (TCJA) adds another layer of complexity, with many of its reforms set to expire at the end of 2025.

Compliance

ThomsonReuters

JUNE 12, 2025

When Adobe set out to remove 40% of the customization from its SAP system for managing indirect taxes, Thomson Reuters ONESOURCE Determination was the only solution that could meet its compliance needs and address the growing complexity of sales and use tax, VAT, GST, and industry and country-specific tax and business requirements around the world.

Compliance

Harvard Corporate Governance

AUGUST 8, 2025

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, August 8, 2025 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of August 1-August 7, 2025 US Deals 2025 Midyear Outlook Posted by Ray Garcia and Paul DeNicola, PricewaterhouseCoopers, on Friday, August 1, 2025 Tags: Board (..)

Compliance

ThomsonReuters

JULY 30, 2025

According to the 2025 State of Tax Professionals Report by Thomson Reuters Institute, 75% of firms surveyed said their clients strongly desire more tax and business advice. The survey also found that 34% of firms cited advisory as being most critical to their growth strategy in 2025. And rightly so. So, where’s the disconnect?

Accounting Firms