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  2. SEC filing - Wikipedia

    en.wikipedia.org/wiki/SEC_filing

    TA-1 Application for registration as a transfer agent filed pursuant to the Securities Exchange Act of 1934 TA-1/A Application for registration as a transfer agent filed pursuant to the Securities Exchange Act of 1934 (Amendment) TA-2 Annual report of transfer agent activities filed pursuant to the Securities Exchange Act of 1934 TA-2/A

  3. Internal Revenue Code section 79 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    A Section 79 benefit program may allow the following benefits. The ability to purchase permanent life insurance with corporate dollars; Deduct all of the cost to the C corporation as a business expense [note 1] Allow the transfer of corporate dollars to the business owner on a tax-favored basis [note 2] Grow the money in the plan in a tax ...

  4. U.S. Securities and Exchange Commission - Wikipedia

    en.wikipedia.org/wiki/U.S._Securities_and...

    Created by Section 4 of the Securities Exchange Act of 1934 (now codified as 15 U.S.C. § 78d and commonly referred to as the Exchange Act or the 1934 Act), the SEC enforces the Securities Act of 1933, the Trust Indenture Act of 1939, the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Sarbanes–Oxley Act of 2002 ...

  5. SEC Commissioner Greg Sankey agrees to contract extension ...

    www.aol.com/news/sec-commissioner-greg-sankey...

    The Southeastern Conference and Commissioner Greg Sankey have agreed to a contract extension through 2028. Financial terms were not disclosed in the release on Thursday. Sankey, 58, is in his ...

  6. Registered investment adviser - Wikipedia

    en.wikipedia.org/wiki/Registered_investment_adviser

    An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...

  7. Regulation S-K - Wikipedia

    en.wikipedia.org/wiki/Regulation_S-K

    Regulation S-K is a prescribed regulation under the US Securities Act of 1933 that lays out reporting requirements for various SEC filings used by public companies. Companies are also often called issuers (issuing or contemplating issuing shares), filers (entities that must file reports with the SEC) or registrants (entities that must register (usually shares) with the SEC).

  8. Projected COLA for 2025: September update — how it's ...

    www.aol.com/finance/social-security-cost-of...

    For others, it may be their only form of income in retirement. ... Cost-of-Living Adjustment (COLA) Information for 2024, Social Security Administration. Accessed September 11, 2024.

  9. 1256 Contract - Wikipedia

    en.wikipedia.org/wiki/1256_Contract

    The Internal Revenue Service (IRS) is not clear on whether QQQ, DIA and SPY options should be treated as section 1256 contracts. [5] On one hand, these are seen as equity options, not within the definition of a 1256 Contract, but others consider them as non-equity option and meeting the definition of a "broad-based" index option. [6]