Crowe "Don’t Miss Our Latest Financial Institutions Briefing"

 
We at Crowe wish all a Happy Fourth of July! On this day, we honor and appreciate the patriotic Americans who fought and sacrificed themselves so that we can enjoy the privileges that America has today. We wish you, your loved ones, and your community a wonderful Independence Day. 

Please note the entire Crowe U.S. team will be enjoying a companywide week off July 3-7. Look forward to your Crowe Weekly Focus returning on Sunday, July 16, 2023. 
  
  
01   June 2023 financial reporting, governance, and risk management

Read our briefing covering the reports, guidance, and matters of concern from financial institution regulators, governing bodies, and leading standard setters such as the SEC, FASB, PCAOB, and more. (Long read)

Read the briefing →

  
  
  
02   More than just a checklist: 5 cybersecurity frameworks

Not all cybersecurity frameworks are created equal, and the wrong approach can be risky. Learn the pitfalls to avoid and how the right framework can strengthen your firm’s cyber resilience. (Long read) 

Read the article →

  
  
  
03   Q&A: Can this tax benefit offer advantages for your private equity group?

Section 1202 of the Internal Revenue Code (IRC) could offer tax advantages for your private equity group. Explore if your group could exclude 100% of the gain from an otherwise taxable stock sale. (Short read) 

Read the article →

  
  
  
04   West Virginia enacts pass-through entity tax

West Virginia’s new pass-through entity (PTE) tax is effective for tax years beginning on or after Jan. 1, 2022. Learn how qualifying taxpayers can enjoy a greater state benefit. (Short read)

Read the article →

  
  
  
05   4 ways metals leaders can improve the customer experience

In the past, metals companies lost customers due to materials shortages, transportation delays, and more. Discover four steps for improving customer experience and meeting buyer expectations. (Short read)

Read the article →

  
  
Upcoming events 
  
  
NEWLY ADDED | Webinar July 18
Tax treatment of R&D costs

Crowe tax professionals review new IRC Section 174 rules and provide practical ways for addressing issues. 
Register now
  
  
Event July 19, 26, and other dates
2023 Crowe summer CPE series for financial services companies 

Focus on creating and strengthening business value at our events across the country. Earn up to 4.0 hours of CPE credits. 

July 19, Baltimore, MD | Orioles vs. Dodgers game 
July 26, Frankfort, KY | Castle & Key bourbon tasting 
  
  
Webinar July 20
Leveraging a GRC platform to align your life sciences operational risk management

From our 2023 governance, risk, and compliance (GRC) series, join us to learn how technology can improve and streamline risk management. 
Register now
  
  
Webinar July 20
2023 credit union midyear update

Identify predominant risk, compliance, cybersecurity, and accounting issues for planning and strategizing Q3 and Q4 2023. 
Register now
  
  
NEWLY ADDED | Webinar Aug. 8
Meet a Microsoft™ ERP solution transforming metals companies

Learn where metals companies are headed and how Crowe Tower Accelerator can be the key to unlocking sustainable growth. 
Register now
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