Financial Statement Tie-Out Binders

A tie-out binder, or support binder, is a slang phrase that refers to reconciling financial data from different sources. Let's consider how this works when it comes to the practice of filing financial statements.

What is Section 16 Filing?

SEC Section 16 targets a particular subsection of corporate stakeholders. Specifically, anyone who is considered a beneficial owner of a company must file this form. Discover who needs to file, what the forms require and Section 16 filings solutions.

What Is a Section 16 Filing?

Section 16 is a subsection of The Securities Exchange Act. The section specifies so-called beneficial owners to publicly disclose their beneficial relationship with a company by filing a Section 16 form.

What is Corporate Restructuring?

Corporate restructuring reorganizes (or restructures) parts of the company to make it run better. Some experts predict the corporate world will see a rise in business restructuring in 2025 due to economic constraints. Additionally, ongoing concerns about inflation, higher interest rates, geopolitical instabilities and industry disruptions are expected to play important roles in pushing many companies to restructure as a form of risk management. Dive into the significance of corporate restructuring and different types to be prepared for this trend.

How to Start a Business Development Company

Starting a business development company can be rewarding and is a great way to make a positive contribution. A business development company (BDC) invests in smaller private or public companies to support business growth and help create jobs. If you don’t know how to start a business development company, there are certain steps you'll need to follow.

Read on for steps to starting a BDC, including BDC filing requirements.

Understanding the FDTA: Modernizing & Streamlining Financial Reporting for Local & State Government

On December 23, 2022, President Joe Biden signed the FDTA into law. By amending existing securities and banking laws, the FDTA will make the mountains of important information reported to financial regulators electronically searchable. Critical financial reporting information will no longer be buried in a variety of formats from paper to PDFs and plain text documents.

FDTA: The Dream Realized

On December 23, 2022, President Joe Biden signed the Financial Data Transparency Act, or FDTA, into law. With a stroke of a pen, Biden ended a long era of inefficient, document-based government reporting in the financial arena.

Learn more about the FDTA, the timeline for adoption and implementation, and the benefits.

The SEC Reopens Comment Period for Proposed Amendments to the Beneficial Ownership Forms

On April 28, the SEC announced it had reopened the comment period for its proposed amendments to the Beneficial Ownership Forms, which require any investor who beneficially owns more than five percent of a covered class of equity securities to report such ownership by publicly filing either a Schedule 13D or a Schedule 13G.

Listing in America. Why More European Companies May List in the U.S.

Could Europe’s loss be America’s gain? Big name companies across the pond have raised eyebrows by choosing New York-based stock exchanges rather than European counterparts.

DFIN Software Excels Amid Economic Headwinds

Software once again was a standout performer in DFIN’s quarterly earnings results, released this week.

Against a backdrop of macroeconomic headwinds and market volatility, with IPO transactions at near record-lows and M&A activity far below historical levels, we achieved positive momentum in our software offerings, delivering year-over-year net sales growth of nearly 4% on an organic basis. Software solutions net sales represented 35.3% of total net sales, an increase of approximately 220 basis points from last year’s software sales mix.

An Early Lesson in Leadership Changed My Perspective on How to Treat Others

Featured in Strategic CHRO, Dawnet Beverley, Executive Vice President of Global Capital Markets at DFIN, shares her insights on treating people with kindness in the workplace and how it can impact your employees and your business.