Securities and Exchange Commission (SEC) Rule 17a-4 (the Rule) specifies the retention period that certain records must be preserved, along with the acceptable format or medium for retaining these records. 

Recent changes were made to the Medicare Part A payment rates and other payment policies, effective October 1, 2022.

FORVIS Capital Advisors analyzed recent merger and acquisition trends for the banking industry and compiled key statistics. Get insights on deal value, transaction statistics by asset size and performance, and more.

Read on for some takeaways from the ABA Regulatory Compliance Conference for your institution’s compliance and management teams to consider.

FORVIS was proud to sponsor the 2022 Fintech South conference. Read on for highlights from notable sessions at the conference.

Congress has passed the CHIPS and Science Act of 2022 to promote domestic manufacturing of semiconductor chips. Read on for details.

The RISE & SHINE Act was recently passed by the Senate HELP Committee, contains favorable provisions for ESOPs. Read on for details.

The Supreme Court of Ohio is reviewing a case regarding imposition of income tax on a nonresident working remotely during COVID-19 pandemic. Read on for more.

ED recently issued an updated QRF for Higher Education Emergency Relief Funds. Read on for significant changes in the revised QRF.

On June 27, 2022, CMS announced its new voluntary cancer bundled payment called Enhancing Oncology Model (EOM); this builds on CMS’s original Oncology Care Model (OCM) and continues federal policy makers’ march toward value-based healthcare. The…