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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.

Learn about the key updates in ISO 27001:2022, including new climate change considerations and what your organization must do to stay compliant.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
Weaver’s Q4 Accounting and SEC Update team closed out 2023 by highlighting these areas: new ASUs, CECL for SRCs, Cybersecurity, ESG and year-end tax essentials.
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.
California’s landmark legislative package places unprecedented climate reporting requirements on public and private companies that do business in California.
Boards and management should examine how traditional and emerging risks, especially generative AI and other new technology, may affect their operations.
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.
Sustainability reporting, cybersecurity guidelines and trends in stock-based compensation were topics for discussion at Weaver’s quarterly SEC Updates conversation.
Weaver offers several topics to incorporate into the discussions at your next board and committee meetings. Consider these questions for your upcoming board meeting.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.