Michael Stupay spoke at the 2017 NYSSCPA Broker/Dealer Conference in NYC on May 4, 2017

On May 4, 2017, our Senior Managing Director, Mr. Michael Stupay, attended the NYSSCPA Broker/Dealer Conference held in New York as one of the panelists on the FinOps and Auditors session. The panelists shared their experiences in the third year of auditing under PCAOB standards. What is the PCAOB stressing in their inspections, how is […]

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Rafael Beck and Cassondra Joseph spoke at the Palm Beach Hedge Fund Association event– at the Boca Raton Museum of Art

Rafael Beck and Cassondra Joseph, Managing Directors of Integrated Solutions spoke at the Palm Beach Hedge Fund Association event held at the Boca Raton Museum of Art on October 19, 2016. During the session, Rafael and Cassondra together with Shawn Mostal of Grant Thornton shared their experiences and insight on best practices to consider when launching an investment fund. […]

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Palm Beach Hedge Fund Association – 2016 Season Inaugural Party Boca Museum of Art !!!

Integrated Solutions is sponsoring the Palm Beach Hedge Fund Association (PBHFA) – 2016 Season Inaugural Party at Boca Museum of Art on October 19, 2016 at 5:30pm. For more information please follow the link to the PBHFA’s website at http://pbhfa.org/ and look under Events. If you’re interested in attending please Contact Us.

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Michael Stupay spoke at the Broker/Dealer Conference on May 3, 2016 in NYC

Michael Stupay, Senior Managing Director of Integrated Solutions, was a panelist on the FINOPS and Auditors session in the 2016 Broker/Dealer Conference of the New York State Society of CPAs, held on May 3, 2016 in NYC. During the session, FINOPs and auditors shared their experiences in the second year of auditing under PCAOB standards. What […]

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November 2015 Must-Dos

2016 Preliminary Renewal Statements and Review of Registrations Now is the time for every firm to review which FINRA, SRO and jurisdiction/state registrations it wishes to retain, add, or delete for the year 2016. Firms may now begin to submit post-dated Forms U5, BDW, ADV-W and BR Closing/Withdrawal via Web CRD (and/or IARD). All post-dated […]

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