The New York Times: Banking

NOVEMBER 18, 2023

Banks have suddenly shut down the accounts of scores of customers. Here’s how you can avoid becoming one of them.

Accountant 145

Accountant Banking Bank Financial Institution 145

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager 220

Investment Manager Management Investment Asset Management 220

How2Exit

NOVEMBER 27, 2023

b' E162: Reconciled CEO, Michael Ly Shares Lessons Learned from Acquiring Accounting Firms - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Accountant 130

Accountant Mergers and Acquisitions Shares Acquisitions 130

JD Supra: Mergers

JULY 9, 2024

Enhanced SFO powers and promises of swifter action on economic crime underscore the importance of anti-fraud measures for corporates and M&A dealmakers. The UK government is cracking down on corporates turning a blind eye to fraud and other economic crime. By: Latham & Watkins LLP

Corporation 165

Corporation Accountant Economics M&A 165

How2Exit

OCTOBER 23, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn rn Summary: Patrick Dichter, owner of Appletree Business Services, shares his journey from sales and marketing to acquiring and growing a small business accounting firm.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

The New York Times: Banking

DECEMBER 30, 2023

When banks close checking and credit-card accounts because of “suspicious activity,” chaos and anxiety ensue. It doesn’t have to be this way.

Accountant 124

Accountant Banking Bank IT 124

JD Supra: Mergers

AUGUST 24, 2023

The accounting industry is in a state of transition. The influx of private equity, labor shortages, and remote/hybrid work have all impacted accounting firms to varying degrees.

Accountant 130

Accountant Management Private Equity Equities 130

JD Supra: Mergers

SEPTEMBER 18, 2024

Parties to business acquisitions use indemnification clauses to provide security for harm that may result following the closing of the transaction. Indemnification obligations require one party to compensate the other for costs that arise relating to the performance (or lack thereof) of the terms the parties agreed to in the transaction documents.

Accountant 171

Accountant Acquisitions Business Securities 171

Tyton Partners

MARCH 21, 2024

The spotlight is on the ascent of Education Savings Accounts (ESAs), which allocate a portion of state funds designated for a child’s public school education into a specialized account controlled by parents. The post Unlocking Education: The Rise of Education Savings Accounts (ESAs) appeared first on Tyton Partners.

Education 116

Education Accountant Funds Transportation 116

Global Newswire by Notified: M&A

JULY 9, 2024

(Nasdaq: INBS) ("INBS" or the "Company"), a medical technology company delivering intelligent, rapid, non-invasive testing solutions, today announced the addition of several key accounts in the UK manufacturing sector.

Accountant 105

Accountant Manufacturing Transportation Medical 105

JD Supra: Mergers

AUGUST 6, 2024

Personal goodwill refers to the reputation, relationships, and other intangible assets directly attributable to an individual professional rather than the business entity itself.

Accountant 165

Accountant Business Professional Services Education 165

The New York Times: Banking

NOVEMBER 5, 2023

Surprised individuals and small-business owners can’t pay rent or make payroll, and no one ever explains what they did wrong.

Accountant 145

Accountant Banking Bank Business 145

The New York Times: Banking

JULY 9, 2024

For unsuspecting depositors of online financial start-ups, the unraveling of a little-known intermediary has separated them from their life savings.

Accountant 145

Accountant Banking Bank Financial Institution 145

JD Supra: Mergers

OCTOBER 22, 2024

Its 182 pages (including 62 pages of preamble) describe a parallel corporate tax system that largely draws from existing rules governing financial and tax accounting, but that may be unfamiliar to experts in each by its combination of the two. By: Cadwalader, Wickersham & Taft LLP

Corporation 282

Corporation Accountant Government IT 282

The New York Times: Banking

FEBRUARY 5, 2024

Moscow may be trying to help Pyongyang with access to the international financial system in exchange for missiles and ammunition, U.S.-allied allied intelligence officials suggest.

Accountant 144

Accountant Banking Bank Financial Institution 144

The New York Times: Banking

JANUARY 30, 2024

New York’s attorney general said the bank failed to protect its customers from hackers who, in some cases, stole their life savings and college funds.

Accountant 134

Accountant Funds Banking Bank 134

The New York Times: Banking

JANUARY 18, 2025

The company said a technical issue with a third-party vendor was to blame for a disruption with deposits and payment processing that stretched into the weekend.

Accountant 112

Accountant Capital Financial Institution Corporation 112

The New York Times: Banking

SEPTEMBER 13, 2024

Facing competition for business, banks are offering incentives to switch. But as one expert put it, “You have to read the fine print.”

Accountant 102

Accountant Banking Bank Business 102

JD Supra: Mergers

FEBRUARY 21, 2025

When presented with an opportunity to join an investment management platform, a prospective manager should carefully take into account the following considerations: By: Seward & Kissel LLP

Investment Manager 177

Investment Manager Accountant Management Investment 177

The New York Times: Banking

JANUARY 3, 2025

After being grounded for 12 hours in Berlin, a mother and daughter were owed both compensation and a rebooked flight. All they got were nonsensical responses from customer service.

Accountant 109

Accountant Banking Bank Financial Institution 109

JD Supra: Mergers

MAY 21, 2024

The director of Corp Fin, Erik Gerding, and the SEC Chief Accountant, Paul Munter, have issued a new “Statement on the Application of IFRS 19, Subsidiaries without Public Accountability: Disclosures, in Filings with the SEC.”

Financial Statement 159

Financial Statement Accountant 159

JD Supra: Mergers

OCTOBER 9, 2024

Two recent Delaware Superior Court opinions are essential reading for M&A practitioners drafting language with respect to how disputes related to purchase price adjustments, earnouts, and other accounting-related determinations are to be resolved.

M&A 165

M&A Accountant 165

CNBC: Investing

MAY 30, 2024

Nvidia, the red-hot chipmaker that sells advanced processors to enable artificial intelligence technology, may have a customer bigger than anyone else.

Accountant 127

Accountant IT 127

JD Supra: Mergers

OCTOBER 23, 2024

The tax treatment of deferred revenue differs from the treatment for financial accounting purposes. Our Federal Tax Group discusses the tax treatment of deferred revenue or advance payments in M&A transactions. By: Alston & Bird

M&A 183

M&A Accountant 183

Deal Lawyers

NOVEMBER 18, 2024

This 904-page resource covers a broad range of topics, including the mechanics of an M&A transaction, documentation, disclosure, tax, accounting, antitrust, contractual transfer restrictions, successor liability, antitakeover & fiduciary duties of directors and controlling stockholders. The new edition features updates […]

M&A 113

M&A Accountant 113

JD Supra: Mergers

JUNE 25, 2024

HEC, founded in 2010 and based in Dallas, is an e-commerce retailer of flexible spending account (FSA) and health savings account (HSA) eligible products and services. Capital has announced the acquisition of Health-E Commerce (HEC). HEC is the parent brand to FSA Store and HSA Store. By: McGuireWoods LLP

Private Equity 152

Private Equity Healthcare Equities Accountant 152

H. Friedman Search

FEBRUARY 8, 2024

In other words, are these accounts that you inherited when joining this firm, or are they accounts that you brought to the firm? Were they accounts that you had difficulty moving and finally moved, or were they reluctant to move? They most likely are accounts and clients that you have been serving throughout your career.

Accountant 224

Accountant Recruitment Finance Finance 224

JD Supra: Mergers

NOVEMBER 13, 2023

Europe generated almost 40% of its electricity from renewable sources in 2022, and in the first half of 2023, renewable energy accounted for approximately 25% of electricity generation in the United States. By: Vinson & Elkins LLP

Accountant 205

Accountant IT 205

JD Supra: Mergers

FEBRUARY 16, 2024

Luxembourg and the Cayman Islands are two of the world’s leading fund formation jurisdictions, and account for a large portion of the private equity funds domicile market. Most private equity fund structures are comprised of entities from a multitude of different jurisdictions, often including both Luxembourg and Cayman Islands funds.

Private Equity 197

Private Equity Funds Finance Finance 197

The New York Times: Banking

FEBRUARY 28, 2025

The bank temporarily credited a customers account with trillions of dollars, adding to scrutiny of risk management systems after a series of errors.

Risk Management 134

Risk Management Accountant Banking Bank 134

JD Supra: Mergers

JULY 12, 2024

This article provides insights into the antitrust enforcement activities and legislative developments that took place in China in 2023 and offer a forecast of what we can expect in the year ahead, taking into account the Report and the developments observed in the first half of 2024. By: Mayer Brown

Accountant 188

Accountant 188

JD Supra: Mergers

MAY 8, 2024

What type of entity you form impacts your taxes, which hits your bank account both immediately (quarterly taxes) and in the long term (at exit). Understanding market trends and effective planning strategies can yield improved financial results for start-ups and growth companies. Starting your start-up.

Accountant 188

Accountant Corporation Banking Bank 188

The New York Times: Banking

JANUARY 14, 2025

Federal regulators said in a lawsuit on Tuesday that the giant bank deliberately underpaid savings account interest, even as rates rose.

Capital 145

Capital Accountant Banking Bank 145

JD Supra: Mergers

FEBRUARY 14, 2025

Blackstones $16 billion acquisition of data center platform Airtrunk was the largest deal of Q3 2024, according to Ernst & Young data, and tech deals accounted for 40% of all private equity deployment by value in the third quarter. Technology continued to be an industry of particular focus for private equity (PE) through 2024.

Private Equity 171

Private Equity Equities Accountant Acquisitions 171

The New York Times: Banking

JANUARY 7, 2024

Should you keep a separate checking account for writing checks? Is there a specific pen you should use? We answer some reader questions.

Accountant 135

Accountant Financial Institution Finance Finance 135

JD Supra: Mergers

JUNE 24, 2024

The Department of Defense assessed an average of about 40 defense-related mergers and acquisitions each year from 2018 to 2022, a small portion of the roughly 400 defense mergers estimated to occur annually, according to a report from the Government Accountability Office (GAO). By: Goodwin

Mergers 159

Mergers Mergers and Acquisitions Accountant Government 159

JD Supra: Mergers

JANUARY 20, 2025

In the statement, the ECB announced that it will enhance the floor methodology used to assess capital buffers for O-SIIs so that it also takes into account the systemic importance of O-SIIs for the banking union as a whole. By: A&O Shearman

Capital 165

Capital Banking Bank Accountant 165