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New SEC Regime Signals a Shift in Regulatory Focus
How a new approach to rulemaking could impact asset managers Prior to the confirmation of Paul...
4 minute read
President Trump signs his One, Big, Beautiful Bill Act into law
On July 4, President Trump signed into law the far-reaching legislation known as the One, Big,...
3 minute read
The U.S. Senate passes its version of President Trump’s tax bill
The U.S. Senate passed its version of The One, Big, Beautiful Bill (OBBB) by a vote of 51 to 50 on...
2 minute read
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
The key to success is to be thoroughly prepared. Succession will happen within families, but it is...
7 minute read
Leadership Spotlight - Emily Signorelli
Emily is a director in the Charleston office with over 16 years of experience in public accounting...
2 minute read
ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions
In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against...
3 minute read
NY Court Upholds State’s Revised P.L. 86-272 Regs, Bars Retroactivity
A New York court recently ruled that Public Law (P.L.) 86-272, which provides limited protections...
3 minute read
Three Team Members Admitted to the Partnership
Today, it is with great pride that we announce that we have admitted Lisa Reecher, Brittany Quinn,...
2 minute read
The House passes The One, Big, Beautiful Bill Act: An overview of its tax provisions
The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big,...
5 minute read
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