Insights | Stable Rock

Skip to the main content.

Client Portal
Payment Portal

Who We Serve
What We Do
Who We Are
Resources
- Insights From Our Team
- In the News
Partner With Us

Who We Serve
What We Do
Who We Are
Resources
- Insights From Our Team
- In the News
Partner With Us

Client Portal
Payment Portal

Insights and Updates at Your Fingertips

Welcome to Stable Rock Insights! Explore articles, guides, and real-world, practical advice from the advisor who help support and grow businesses.

Stable Rock Tax Services and Strategy guide to extended filing deadlines for businesses and investment managers

What to Do With the Time Your Extension Bought You

Picture of Ben Wetchler, CPA

Ben Wetchler, CPA, Picture of Matthew Citrolo, CPA, MST

Picture of Matthew Citrolo, CPA, MST

Matthew Citrolo, CPA, MST: Sep 16, 2026, 2:45:00 PM

What Your PEO Renewal Review Should Actually Cover Before October 1

Picture of Luke Van Every

Luke Van Every: Aug 11, 2026, 11:29:59 AM

Key Considerations for Launching An Investment Management Firm

Picture of Greg Farrington

Greg Farrington, Picture of Boris Onefater

Picture of Boris Onefater

Boris Onefater: Jul 14, 2026, 9:00:00 AM

5 AI Workflows for Investment Management Operations and Oversight

Picture of Diego Bravo

Diego Bravo: Jun 8, 2026, 12:06:03 PM

What is Investment Management Insurance (IMI)?

Picture of Rob Bowen

Rob Bowen: May 19, 2026, 10:20:52 AM

SEC and CFTC Propose Major Form PF Overhaul

SEC and CFTC Jointly Propose Amendments to Reduce Private Fund Reporting Burdens

Picture of Greg Farrington

Greg Farrington: Apr 24, 2026, 5:24:58 PM

money stacks

Standard Deduction or Itemized Deductions? An Annual Decision

Picture of Matthew Citrolo, CPA, MST

Matthew Citrolo, CPA, MST: Jan 13, 2026, 1:40:32 PM

5 IT Budgeting Mistakes Small Businesses Make—and How to Avoid Them

Picture of Dean Vassallo

Dean Vassallo: Dec 18, 2025, 3:03:55 PM

people at desks

What Every Small Business Owner Should Know About Cyber Insurance

Picture of Rob Bowen

Rob Bowen: Dec 10, 2025, 10:30:00 AM

1 2 3 4 5 Next

Who We Serve

Investment & Asset Managers
Businesses
Individuals
Industries

What We Do

Investment & Asset Management Services
Business Services
Individual Services

Join Our Newsletter

Contact Us
LinkedIn
Privacy Policy
Disclaimers

© 2026 - Stable Rock Solutions LLC

Stable Rock Services LLC ("Stable Rock Services") and Stable Rock Attest Services LLP ("Stable Rock Attest") practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Stable Rock Attest is a licensed independent CPA firm that provides audit and other attest services to clients. Stable Rock Services provides tax, advisory, and consulting services to clients and is not a licensed CPA firm. Stable Rock Attest, pursuant to an administrative services agreement ("ASA") with Stable Rock Services, leases professional and administrative staff, both of which are employed by Stable Rock Services, to support Stable Rock Attest's performance of those engagements. These leased individuals are under the direct control and supervision of Stable Rock Attest, which is solely responsible for the professional performance of audit and attest engagements. Stable Rock Insurance Agency, LLC is licensed as an insurance producer (License No. 1967236).