Stimulus Pitfalls

By Carolyn Daly, Esq., Founder and Managing Partner of Daly & Associates, LLC with help from special guest contributor Barbara […]

As the financial markets become increasingly digitized, the Office of the Comptroller (OCC) has recognized the necessity to allow national […]

Did you get your Economic Impact Payment yet? Do know someone who is expecting it?   The IRS launched a new […]

Consider opening a separate bank account to substantiate PPP Loan Forgiveness. Now, applicants are beginning to receive loan proceeds under the […]

Per disasterloan.sba.gov as of March 17, 2020, the following areas are approved for disaster loan assistance due to the Coronavirus […]

The Cayman Islands Private Funds Law, 2020 (PFL) and the Mutual Funds (Amendment) Law, 2020 (MFL) have now been passed […]

The new revenue recognition standard, ASC 606 Revenues from Contracts with Customers, is effective for the December 31, 2019 audits […]

Regulation Best Interest (“Reg BI” or the “Rule”), which will be effective June 30, 2020, establishes a “best interest” standard […]

The SEC filed a complaint last month against the former CEO and a former employee of a broker-dealer for engaging […]

If it sounds too good to be true, it probably is! Although we have seen the stock market reach record-highs, […]

The SEC voted to propose amendments to the definition of an “accredited investor.” The finalized amendments would add additional categories […]

In response to the realization that technology firms and other progressive companies capture and utilize vast amounts of personal data, […]