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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.

The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.
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.
SECURE Act 2.0 makes it easier for employers to sponsor retirement plans for their employees and easier for employees to save more for retirement.
On this episode of The ESOP Podcast, Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from other forms of compensation.
Find out what are the essential elements of a productive relationship between the CFO and external auditor in an organization's financial operations.
An employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity. 
Two partners at Weaver’s Assurance Service Department, Kerri Franz, and Aracely Rios, joined Beyond the Numbers to talk about the top five operational errors that occur and how to reduce them.
Written for School Business Affairs, a publication of the Association of School Board Officials, Weaver’s Alyssa Martin, discusses the spirit of collaboration between school district CFOs and their audit team. 
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
Weaver brings a reliable, institutional-level approach to ESOP assurance services, fairness opinions, annual valuations and valuation reviews.
This episode introduces us to the world of Employee Benefit Plan (EBP) audits with a look at why they’re necessary, what to expect from the audit and how employers can find the right auditor.
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