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.


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 9, 2025
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OCC Makes Organizational Changes to Bank Supervision Functions

Author: Ryan J. Rodrigue,

Smaller institutions should prepare for a potential shift in expectations. Are you confident your risk and...

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April 1, 2025
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What the PCI Security Standards Council’s AI Guidance Means for Assessors & Client Organizations

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July 10, 2024
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Introducing Wolf & Company’s New Chief Operating Officer  

We are excited to announce that Joshua Siegel has joined Wolf & Company as our...

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June 19, 2024
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SEC & FinCEN Issue Proposed CIP Rule for Investment Advisers

Author: Brian M. Shea,

The SEC and FinCEN’s joint proposed rule will introduce CIP compliance requirements for certain investment...

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June 17, 2024
Alert

Enhanced Due Diligence for High-Net-Worth Individuals

The recent regulatory scrutiny of Morgan Stanley highlights the critical importance of robust EDD programs...

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June 17, 2024
Alert

SEC’s Private Fund Ruling Vacated by U.S. Appeals Court

Author: Gini F. Rubega,

In a landmark decision on June 5, 2024, the Fifth U.S. Circuit Court of Appeals...

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June 4, 2024
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FieldGuide: Client Support Documentation

Training videos, support documents, and frequently asked questions to help you navigate FieldGuide.

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