Insights & Resources

Weaver’s professionals discuss tax legislation and economic trends. Tips for audit and SOX compliance, M&A accounting as well as system implementations.

Learn about the key updates in ISO 27001:2022, including new climate change considerations and what your organization must do to stay compliant.

Learn how financial institutions can manage third-party risks, protect customer trust and minimize disruptions from critical service outages.

Weaver professionals discuss the U.S. Supreme Court’s decision to overturn the Chevron doctrine, cybersecurity and accounting reminders on goodwill impairment.

Weaver’s second quarterly Accounting and SEC Update of 2024 covered stock compensation and other standards updates, filer status assessments and recent SEC/ PCAOB enforcement actions.

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.

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.

The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.