Resources

Wolf offers a full spectrum of business tools and guidance—providing in-depth insights analyzing the latest trends, highlighting real-life case studies, and sharing expertise through webinars. Stay current on new information and regulatory changes with our alerts, and get the material you need to follow industry best practices.


July 10, 2024
Alert

Introducing Wolf & Company’s New Chief Operating Officer  

We are excited to announce that Joshua Siegel has joined Wolf & Company as our...

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June 19, 2024
Alert

SEC & FinCEN Issue Proposed CIP Rule for Investment Advisers

Author: Brian M. Shea,

The SEC and FinCEN’s joint proposed rule will introduce CIP compliance requirements for certain investment...

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June 17, 2024
Alert

Enhanced Due Diligence for High-Net-Worth Individuals

The recent regulatory scrutiny of Morgan Stanley highlights the critical importance of robust EDD programs...

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June 17, 2024
Alert

SEC’s Private Fund Ruling Vacated by U.S. Appeals Court

Author: Gini F. Rubega,

In a landmark decision on June 5, 2024, the Fifth U.S. Circuit Court of Appeals...

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June 4, 2024
Alert

FieldGuide: Client Support Documentation

Training videos, support documents, and frequently asked questions to help you navigate FieldGuide.

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May 14, 2024
Alert

Wolf & Company, P.C. Enhances Data Capabilities with Acquisition of Treehouse Technology Group and InsightOut

We are proud to announce that Wolf & Company has acquired Treehouse Technology Group, a...

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May 2, 2024
Alert

Wolf & Company to Begin Utilizing FieldGuide Engagement Hub for Advisory Engagements

Author: Rita L. Griffith,

FieldGuide will enhance Wolf’s audit process for our valued clients – here’s how.

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March 13, 2024
Alert

IRS Suspends Mandatory Form 1042 E-Filing for Tax Year 2023

The IRS released Notice 2024-26 that will allow withholding agents to continue to file Form...

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