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SEC Proposal: Filing Fee Disclosure
Cindy MacPherson
On October 24, 2019, the SEC released a proposal to require filing fee disclosures to be tagged using Inline XBRL (iXBRL). These changes would affect …
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Form N-PORT: New Regulations and Solutions for Investment Companies
Brad Packard
In May of 2015, the Investment Company Reporting Modernization rule was proposed by the SEC, introducing forms N-PORT and N-CEN. Since then, in an …
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iXBRL vs XBRL: What are the Differences?
Will Ewing
You may be familiar with XBRL (eXtensible Business Reporting Language), but are you up to date on the newer reporting format iXBRL (Inline XBRL)?
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SEC Filing Deadlines to Keep in Mind for 2020
Brad Packard
Happy New Year! As we start 2020 here are some important dates to keep in mind for SEC filers. April 1, 2020 - Smaller fund groups (assets of less …
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Limitations of XBRL Calculations in SEC Reporting
Shawn Rush
The reporting quality of your financial statements can be improved by fully utilizing XBRL calculations. However, there are limitations SEC filers …
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XBRL: Amending Extensions
Cindy MacPherson, Analyst
In 2009, the Securities and Exchange Commission (SEC) introduced eXtensible Business Reporting Language (XBRL) to, along with other goals, help …
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