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Nonprofits: How To Invest In An Investment Advisor

Nonprofits: How To Invest In An Investment Advisor

You may think that only large, well-endowed not-for-profits require the advice of an investment manager. But even smaller nonprofits with modest endowments — particularly smaller nonprofits that don’t have in-house financial expertise — can benefit from...
Why Do Companies Restate Financial Results?

Why Do Companies Restate Financial Results?

Every year, research firm Audit Analytics publishes a study about financial restatement trends. In 2018, the number of public companies that amended their annual reports increased by 18%. Many of these amendments were due to minor technical issues, however. Of the 400...
The Pros & Cons of Interim Reporting

The Pros & Cons of Interim Reporting

The Securities and Exchange Commission (SEC) requires certain public companies to publish quarterly financial statements to give investors insight into midyear performance. Though interim reporting generally isn’t required for private companies, stakeholders in...
Measuring “Fair Value” For Financial Reporting Purposes

Measuring “Fair Value” For Financial Reporting Purposes

The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs from other valuation standards that may apply when valuing a security or business interest in a litigation or mergers and...
Now or later? When To Report Subsequent Events

Now or later? When To Report Subsequent Events

Financial statements present a company’s financial position as of a specific date, typically the end of the year or quarter. But sometimes events happen shortly after the end of the period that have financial implications for the prior period or for the future. Here’s...
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