In November 2014, the Anti-Fraud Collaboration released a report defining the roles of those in the financial reporting chain in order to deter and detect financial reporting fraud.
Roles are defined for the following holders of the financial supply chain:
For more information, please read the referenced article from the Journal of Accountancy, or contact Ed Elsner at (231) 726-5848 or eelsner@brickleydelong.com.
616.846.2380
201 Washington Ave.
Grand Haven, MI 49417
616.608.8500
678 Front Ave. NW, Suite #230
Grand Rapids, MI 49504
231.873.1040
907 S. State St.
Hart, MI 49420
231.726.5800
221 W. Webster Ave, Suite 400
Muskegon, MI 49440
Check the background of your financial professional on FINRA’s BrokerCheck. Avantax® affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax® entities are independent of and unrelated to Brickley DeLong.
The Avantax® family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax® representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by RCP Marketing for use by an Avantax® affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
