Resources

Wolf offers a full spectrum of business tools and guidance—providing in-depth insights analyzing the latest trends, highlighting real-life case studies, and sharing expertise through webinars. Stay current on new information and regulatory changes with our alerts, and get the material you need to follow industry best practices.


June 5, 2025
Insight

A Clearer Path Forward: SEC Disclosure Expectations for Token Issuers

Author: Gini F. Rubega,

The SEC’s latest statement offers clearer guidance on crypto asset disclosures – learn what token...

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June 3, 2025
Insight

June 2025 Digital Assets Industry Update: Stablecoin Regulation Moves Closer to Reality

Stablecoin regulation is gaining momentum as the U.S. Senate advances the GENIUS Act. Learn what...

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May 30, 2025
Insight

What to Do When You Don’t Understand Your Financials

Author: Mark J. Tassinari,

Your company is growing and revenue is increasing, but your bottom line still seems low....

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May 29, 2025
Insight

Ready To Grow With Confidence? Choose An Outsourced Accounting Partner You Can Trust

With the wrong outsourced accounting partner, you’ll run into creeping costs, overages, and scope changes...

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May 22, 2025
Alert

President Trump’s Comprehensive Tax Reform Initiative: Key Elements of “The One, Big, Beautiful Bill”

President Trump’s proposed tax bill introduces sweeping reforms for businesses and individuals.

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May 21, 2025
Insight

Developing an AML Program? What Investment Advisers Need to Know

Author: Brian M. Shea,

FinCEN’s final rule requires investment advisers to establish anti-money laundering (AML) programs – here are...

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May 9, 2025
Case Study

From Outsourced to Co-sourced: Carthage Savings’ Internal Audit Transformation

Facing a leadership transition, Carthage Savings partnered with Wolf & Company to strengthen its internal...

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May 9, 2025
Insight

Preparing for AI in Financial Institutions: How to Embrace the Future of Automation

Author: Matthew J. Putvinski,

How can financial institutions prepare for AI adoption while addressing compliance, security, and efficiency?

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