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Featured Insight

What’s in President Trump’s Historic One Big Beautiful Bill Act?

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

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Featured Case Study

How ABS Capital Powers Their Growth Equity Investment Strategy With Wolf Data Solutions

ABS Capital strengthens its investment strategy with deeper tech insight—partnering with Wolf Data Solutions to reduce risk and fuel portfolio growth.

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Featured Insight

Model Risk Validation: What Makes a Strong Provider?

Periodic model validation is essential for managing risk, and selecting the right validation provider is just as important as the validation itself. 

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Featured Insight

What’s in President Trump’s Historic One Big Beautiful Bill Act?

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Featured Case Study

How ABS Capital Powers Their Growth Equity Investment Strategy With Wolf Data Solutions

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Featured Insight

Model Risk Validation: What Makes a Strong Provider?

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INSIGHTS LIBRARY

Industry Insights You Can Trust

At Wolf & Company, every piece of content is written by seasoned experts you can trust to deliver accurate, practical guidance shaped by real-world industry experience. 

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  • Insights

U.S. Tax Court: Penalties Assessed for Failure to File Form 5471

The U.S. Tax Court issues a decision in Farhy v. Commissioner – here’s how international taxpayers are impacted.
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  • Insights

CFO, Controller, or Bookkeeper: What You Need & When You Need It

What’s the difference between a bookkeeper, a controller, and a Chief Financial Officer (CFO)? Find out from our OAS experts, and learn how they can help.
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  • Insights

5 Simple Steps to Better Collections

Collections can be a headache, but there are 5 simple steps you can take to streamline your process.
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  • Insights

Will Your Cyber Response be Successful Without a Business Continuity Plan?

Scaling up your Business Continuity Plan (BCP) with a robust Incident Response Plan (IRP) can change the way you respond to cyber incidents.
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  • Alerts

SEC & FinCEN Issue Proposed CIP Rule for Investment Advisers

The SEC and FinCEN’s joint proposed rule will introduce CIP compliance requirements for certain investment advisers – here are the key requirements.
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  • Insights

FASB Released New ASU Guidance: What Does it Mean for you?

In December 2023, FASB released ASU 2023-09 to improve tax disclosures – here’s what the revised standards will require moving forward.
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  • Alerts

Enhanced Due Diligence for High-Net-Worth Individuals

The recent regulatory scrutiny of Morgan Stanley highlights the critical importance of robust EDD programs for high-net-worth individuals.
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  • Alerts

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

In a landmark decision on June 5, 2024, the Fifth U.S. Circuit Court of Appeals in Louisiana unanimously overturned the SEC's Private Ruling, citing authority overreach.
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  • Insights

IRS Issues Proposed Foreign Trust Regulations

On May 7, 2024 the IRS issued proposed foreign trust regulations, aiming to prevent abusive tax schemes.
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  • Insights

CISA Proposes New Rule to Require Reporting of Cyberattacks & Ransomware Payments

The Cybersecurity and Infrastructure Security Agency (CISA) has released the Notice of Proposed Rulemaking (NPRM) – what could this mean for you?
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  • Alerts

FieldGuide: Client Support Documentation

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

Why Independent Data Validations are Vital for Model Risk Management

In the realm of model risk management (MRM), how can you ensure data integrity for reliable models?
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