Insights & Resources

There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.

Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.

HIPAA’s requirements apply to more than doctors and hospitals. Protect your business and clients by learning about key requirements including who needs to comply.

Non-medical businesses may be surprised that they are subject to HIPAA because they have clients handling ePHI.

As of July 11, 2023, personal data transferred between the EU and U.S. is protected by legal obligations under the EU-US Data Privacy Framework adequacy decision.

The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.

Iowa becomes the latest state to pass a consumer data protection law which takes effect on January 1, 2025. Find out how your organization will be affected.

The data inventory implementation process helps reduce the risks that arise from data collection, including the over-collection & collection of inaccurate data.

Weaver highlights strategies to consider when planning and executing estate and gift tax and explains why now is the perfect time to act.

Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.

Connecticut recently adopted a data privacy law that applies to residents and any company collecting, processing and storing the data of Connecticut residents.

Due to ongoing risks and threats to data security, protecting Crown Jewel Data can be difficult for executives and cybersecurity professionals.