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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Recognized by Forbes Magazine, Weaver’s Laura Roman is listed as one of “America’s Top 200 CPAs.”
The Los Angeles Times’ 2024 Banking and Finance Visionaries recognizes Partners, Sindhu Rajesh, Ashley Player and Eric “Tony” Gronroos for their experience, client service and contributions to the local business community.
The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
Last week, participants in WeaverLEAD, our firm’s new leadership coaching program, gathered in Houston for the first time. Learn more about WeaverLEAD.
The DOL has committed to finalizing regulations surrounding the adequate consideration exemption, a proposed regulation still being cited in ESOP transactions
Tune in as CFO of Pieper-Houston Electric, Will Rosell, sits down with Weaver's Jennifer Krieger to explain how and why their ESOP plan was chosen.
Weaver's Linc Ashby and Alexis Beebe discuss with the Society of HR Professionals about the positive impact of Weaver’s training and coaching program.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
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