Taxonomy Update: RR 2021
Taxonomy Update: RR 2021 Cindy MacPherson On March 22, 2021, the Securities and Exchange Commission (SEC) announced the release of the latest Risk/Return (RR) taxonomy. On that date, the …
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SPACs: A New Way To Go Public
SPACs: A New Way To Go Public Brad Packard In recent years a controversial method for companies to go public has become more mainstream. Special Purpose Acquisition Companies or SPACs are …
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Closed-End Fund (CEF) Draft Taxonomy
Closed-End Fund (CEF) Draft Taxonomy Amin Kassim As discussed in detail in a previous blog, the Securities and Exchange Commission (SEC)  adopted rules that will modify the registration, …
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Business Development Companies and Closed-End Funds Reform
Business Development Companies and Closed-End Funds Reform Amin Kassim As directed by Congress, on April 8, 2020 the Securities and Exchange Commission (SEC) adopted rules that will modify the registration, …
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EDGAR Release 20.4
EDGAR Release 20.4 Amin Kassim On December 9, 2020, the Securities and Exchange Commission (SEC) announced the release of EDGAR 20.4, a software upgrade that became effective …
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Important Dates for SEC Filers in 2021
Important Dates for SEC Filers in 2021 Brad Packard Happy New Year! To help filers start the new year we compiled this year’s important dates to keep in mind for 2021.   June 15, 2021  - All U.S. GAAP …
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