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Private Fund Reform

Inside the SEC’s Private Fund Reform: What Advisors Need to Know

April 3, 2024

The private fund industry is undergoing drastic change. Recently, the SEC deepened its oversight of the sector, adopting new rules meant to increase visibility into how private fund investments are managed and performing. Read More

For Financial Reporting and Accounting, Is Using Generative AI Worth the Risk? Frazier & Deeter

For Financial Reporting and Accounting, Is Using Generative AI Worth the Risk?

April 1, 2024

Generative artificial intelligence is reshaping the world of financial accounting, transforming how businesses approach digital strategy, gain insight and find solutions, but generative AI presents challenges on the path to opportunities. As organizations delve into this transformative technology, it’s important to consider all potential impacts and ensure that it’s used responsibly and effectively. Read More

Navigating HITRUST with the University of Florida and Frazier & Deeter

Securing Success: Navigating HITRUST with the University of Florida and FD

March 1, 2024

Discover how the University of Florida (UF) successfully achieved HITRUST certification for its advanced high-performance computing system, HiPerGator! Read More

The University of Florida & FD, HITRUST Case Study, Frazier & Deeter

Enhancing Security Standards with HITRUST: The University of Florida and FD

February 13, 2024

The University of Florida successfully achieved HITRUST certification for HiPerGator, their cutting-edge high-performance computing system. FD's specialized HITRUST approach not only enhanced their certification experience but also optimized outcomes, providing them with a robust security standard and compliance with HIPAA. Read More

retirement plans

Roth IRA Taxpayers Minimize Liability For 401k

June 13, 2022

Moving your retirement money around is now easier than ever. In a conciliatory move for taxpayers, the IRS has issued new rules that allow you to minimize your tax liability when you move 401(k) funds into a Roth IRA or... Read More

Private Equity 360 | Technology Trends Impacting Private Equity

February 17, 2022

Private equity firms are being challenged by ever-increasing demands for data from their investors and balancing their need for “real-time” access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private... Read More

Tax compliance at Frazier Deeter

Culture of Compliance | Keeping Up with Compliance Trends

January 12, 2022

What’s new in the compliance industry and how can compliance leaders keep up with their peers? Sabrina Serafin interviews Carrie Penman. Carrie presents the most interesting findings for NAVEX Global’s annual risk & compliance benchmark report as well as additional advice for compliance leaders. Read More

Fintech & Anti-Money Laundering with NASDAQ

December 14, 2021

As financial criminals get smarter, so does technology. Sabrina Serafin interviews Valerie Bannert-Thurner, Head of Anti-Financial Crime Technology at NASDAQ to discuss the NASDAQ’s annual compliance survey as well as their anti-financial crime efforts. Listen now using the player below... Read More

Culture of Compliance | Enterprise Risk on a Budget

September 28, 2021

“Denial is never a good strategy.” How do you understand and try to address risk across an organization? Sabrina Serafin interviews Kristi Atwater, SVP of Internal Audit of Everi Holdings, about Enterprise Risk Management including advice for starting up the... Read More

Infrastructure Bill Require 1099 Cryptocurrency Reporting

September 17, 2021

To get Republican buy-in, Congressional Democrats have avoided adding tax increases to the bipartisan Infrastructure Investment & Jobs Act currently under consideration in Congress. How will they fund the bill? One tax-related source of revenue would come from broker reporting... Read More

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