Crowe "Weekly Focus: Updates from the FASB, the SEC, the PCAOB, and More"

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Top Crowe insights – 4/21/2024 
01   First quarter 2024 accounting and financial reporting developments

It was a busy first quarter. Review changes on profits interest awards from the Financial Accounting Standards Board (FASB) and six updates from the SEC that include climate disclosures and ethical conduct standards. (Long read)

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02   Preparing for new SEC private fund adviser rules

SEC rules impose significant requirements on all private fund advisers. Explore how a structured, holistic strategy can help make compliance efforts for private equity groups more manageable. (Moderate read)

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03   Digital transformation: Tech’s ultimatum

The need to digitally transform is clear. Explore common challenges, ways to minimize potential failure, and how third parties maximize technology investments for greater success. (Long read)

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04   California allows foreign dividends in sales factor

The California Office of Tax Appeals (OTA) ruled that dividends omitted from the income tax base should be included in the state sales factor. Review two OTA rulings that affect this calculation. (Short read)

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05   Buy-sell agreements in multiple-owner dealerships

A buy-sell agreement can help smooth multiple-owner transitions after a disruptive event. Review the benefits of different buy-sell agreements to determine which one is best for your dealership. (Short read)

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06   Shifting currents in the energy sector 

How is the energy sector transforming globally? Review insights from Houston-area energy leaders on the infrastructure, the status of sustainable energy, and Houston’s role in these transformative efforts. (Long read)

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Upcoming events 
  
  
Live event May 7
Crowe TXBizCon Dallas Event 

Join us in Dallas for this popular annual event and better understand key issues affecting Texas businesses, like driving value creation in private equity, exploring practical applications in artificial intelligence, and reviewing state and national economic trends. 
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Webinar series April 24
Corporate philanthropy webinar series

Crowe specialists will discuss the guidelines and best practices when hosting a corporate fundraising charity event. 
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NEWLY ADDED | Webinar series April 25
2024 Governance, risk, and compliance (GRC) 

For the life sciences industry, GRC is complex. Learn more on mitigating critical risks in clinical trial processes.  
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Webinar May 1
Crowe + Microsoft Dynamics 365: Innovative ERP for the public sector

Learn how Dynamics 365 can help drive improvements in finance, procurement, asset management, and human resources. 
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NEWLY ADDED | Webinar series May 2
Evaluating supervisory actions in bank-fintech partnerships

Review banking as a service (BaaS) risks and benefits, patterns in supervisory actions, and managing regulatory criticism. 
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NEWLY ADDED | Webinar May 23
Demystifying the public sector internal audit function

A panel of industry specialists will answer the questions public sector auditors encounter and discuss methods for achieving objectivity. 
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