Last week, our Board of Directors met to discuss our industry and how to continue growing and strengthening the FCAA to benefit our members and communities. This wonderful group of talented and insightful leaders is doing great things. Many thanks to each one of them!
Thankful to serve on the Financial Counseling Association of America (FCAA) Advisory Board and to get the chance to catch up with all my industry friends in Charleston
Caleb Bompas is one of our London-based Associate Directors making waves in the latest edition of the R3 Association of Business Recovery Professionals Recovery Magazine. In his article, Caleb delves into the subject of challenges to assignment of claims and draws the conclusion that "unless an office-holder has gone badly off the rails, they can expect the court to support their judgment when it comes to assignment of claims". So if you're keen to learn more about this novel area, Caleb's article is the first step.
Excited to share my latest paper where I delve into the National Association of Insurance Commissioners (NAIC) Principal Based Bond Definition Project's effect on amortization schedule updates for prepaying securities. In the paper, I explain the difference between retrospective and prospective adjustments and discuss what we are doing at Clearwater Analytics to help our clients transition to the new guidance. Read the full post here:
Learn about a family limited partnership (FLP) and see how it can help to benefit you and your loved ones. Read the article from Forvis Mazars US Private Client here: https://lnkd.in/gD_Zz4mW
Learn about a family limited partnership (FLP) and see how it can help to benefit you and your loved ones. Read the article from Forvis Mazars US Private Client here: https://lnkd.in/g-cmSmyZ
Learn about a family limited partnership (FLP) and see how it can help to benefit you and your loved ones. Read the article from Forvis Mazars US Private Client here: https://lnkd.in/ebAfeAUr
Learn about a family limited partnership (FLP) and see how it can help to benefit you and your loved ones. Read the article from Forvis Mazars US Private Client here: https://lnkd.in/g2zGqq3E
Through the work that we do with our clients who serve on the boards of many foundations and endowments, we’ve seen common questions arise about what the fiduciary role entails. Check out this article which outlines the key elements of fiduciary duty and best practices for board members to follow.
Grateful for this great review I received on Adviser Ratings! #FinancialAdvice #adviserratings #advicematters #reviews
Partner and Co-Practice Leader of Hospitality and Real Estate Groups at PKF O'Connor Davies, LLP
This important bulletin by Director Eric Hillman and Partner Anan Samara will offer key considerations and updates on the main provisions of the IRS's proposed regulations under the Internal Revenue Code (IRC) §4966. #PKFOD #KnowGreaterValue #accounting
Learn about a family limited partnership (FLP) and see how it can help to benefit you and your loved ones. Read the article from Forvis Mazars US Private Client here: https://lnkd.in/gjwnQYur
