Financial Services

MA Now Newsletter

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2010

Volume 5—How will markets changes impact stimulus programs and what will the impact be on portfolio values? Learn more about how the SEC issued a new rule to help prevent false account statements getting out to clients. Explore some practical ideas to help address subsequent accounting for investment securities on which OTTI has been taken.

Volume 4—How will your institution evaluate equity awards going forward? Is there a right answer? Which steps should your institution take to be in compliance with Regulation R? How should other real estate owned affect your decision process as you work to maximize your tax deductions?

Volume 3—Banks, credit unions, and other financial institutions face an uncertain 2010. What form will new regulation take? How to deal with the looming threat of a new wave of option ARMs? How to account for loan participation agreements and troubled-debt restructurings? Our professionals examine some of the pressing issues facing banks in the new year—and where we go from here.

Download a copy of the white paper "Federal Guidance on Prudent CRE Loan Workouts–Background, Issues and Interpretation" (pdf) by Bill Lynch, Foster Pepper PLLC, and Charlie Shannon, Moss Adams LLP; February 2010.

2009

Volume 2—The economy remains challenging for many financial institutions, but there are opportunities to leverage if you know where to look. In this issue we examine the new federal net operating loss carryback provision, the process for bidding on failed banks, accounting for loan participation agreements, and other-than-temporary impairments of investments in debt securities.

Volume 1—Our practitioners cover some of the most pressing topics in finance today, including how your bank can minimize its valuation allowance, restructure troubled debt, get guidance on business combinations and their effect on your financial reporting, and get a better grip on strategic planning amid an uncertain economy.

Publications

Our consultants have authored numerous practice management books and articles. While their work helps to spawn ideas for each publication, the additional research required to refine their thoughts contributes in a meaningful way to each consulting engagement.

2008 Financial Performance Study of Advisory Firms. This study is the industry's most comprehensive analysis of independent financial advisory firms. More than 700 firms shared data resulting in multiple perspectives on the business.

How to Value, Buy or Sell a Financial Advisory Practice How to Value, Buy, or Sell a Financial Advisory Practice provides financial advisory firms a manual with guidelines and techniques on the key issues related to valuing practices for sale, mergers, acquisitions, partnership, and transition planning.

Practice Made Perfect. Financial service professionals have turned to Rebecca Pomering, a prominent and respected authority on the science and practice of managing financial advisory firms. Pomering, now president of Moss Adams Wealth Advisors LLC, partnered with Mark Tibergien to leverage their combined 40 years of research and analysis to write this definitive book.