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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.

Management

Laptop displaying data analytics on an office desk, illustrating the SEC Division of Examinations Fiscal Year 2027 priorities for registrants

SEC Division of Examinations Fiscal Year 2027 Priorities: What Registrants Need to Know

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Kevin Hourihan: Oct 27, 2026, 3:51:35 PM

Stable Rock graphic comparing what the fund administrator handles with what the CFO function covers at a private equity firm

Outsourced CFO for Private Equity: What the Role Should Own and When It Makes Sense

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Greg Farrington: Oct 22, 2026, 11:47:00 AM

Stable Rock Q4 readiness timeline showing audit, tax, and compliance workstreams running from October through the following April

The Q4 Checklist: What Investment Managers Should Close Out Before December 31

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Boris Onefater: Oct 19, 2026, 6:01:47 PM

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

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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

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

Key Considerations for Launching An Investment Management Firm

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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

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Diego Bravo: Jun 8, 2026, 12:06:03 PM

SEC and CFTC Propose Major Form PF Overhaul

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

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

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Understanding the FTC Safeguards Rule: A Business Owner’s Guide

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Boris Onefater: Dec 14, 2023, 10:30:00 AM

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© 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).