The Fourth Annual Financial Statements Reference Manual was created solely to assist in financial-statement preparation in the wake of the latest National Exam Priorities. This manual reflects our exceptional expertise and commitment to ensure uniform industry reporting as well as transparency.
Download the GuideThis is an exciting time for the alternative investment community, from a record number of funds in which to invest to “watchful waiting” when it comes to the SEC’s next move in terms of rulemaking and enforcement strategies. One thing remains certain: when it comes to investor satisfaction and capital inflow, alternative investments rank at the head of the class.
With so many recent and anticipated changes on the horizon, managers must keep pace with the latest financial reporting standards, industry trends and hot-button topics – all in the name of running a successful investment vehicle.
On March 31, 2026, the Department of Labor (DOL) issued a proposed rule specific to 401k plans on “Fiduciary Duties in Selecting Designated Investment Alternatives.” This comes at a time when alternative investments are becoming more widespread. While alternative investments may have triggered this proposed ruling, the more important takeaway is how the DOL is…
For years, private company valuations operated in a world that rewarded precision in theory more than alignment with reality. Models were refined, assumptions debated, and outputs carefully constructed — often with limited visibility into how the market itself was actually behaving. The American Institute of Certified Public Accountants’ 2025 update doesn’t introduce sweeping new rules….
