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January 10, 2025

Top 10 Tips for the Form 10-K

‘Tis the season for an avalanche of annual reporting and proxy season reminders as we ramp up our 2025 efforts.

First and foremost, I commend to you our “Annual Season Items” article in the November-December 2024 issue of The Corporate Counsel, which covers a wide range of topics that will be of interest when preparing your annual report and proxy statement. But if you are looking for a more condensed version, check out Weil’s “Top 10 Tips for the Form 10-K,” which does a great job of highlighting the latest top trends and considerations for companies preparing to file their Form 10-K for the fiscal year ending in December 2024, including: lessons learned from recent SEC comment letters, guidance, enforcement proceedings and litigation; new SEC rules and applicable NYSE/Nasdaq corporate governance listing standards; and developments companies face stemming from regulatory, geopolitical and other events, including considerations relating to the new administration.

For foreign private issuers, Cleary’s “Preparing an Annual Report on Form 20 F – Guide for 2025,” highlights changes to consider for annual reports on Form 20-F filed by foreign private issuers with December 31 year-ends.

Be sure to check out all of the annual reporting season memos that we have posted in our “Form 10-K” Practice Area.

– Dave Lynn

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