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Discover the SEC's latest exam priorities for private funds and RIAs to stay compliant and prepared for 2026.
By replacing manual processes with cloud-based solutions, a company gained timely, reliable financial information and a modern accounting function.
Automation has streamlined accounting processes for a national marina holding company, enabling faster closes, better accuracy and greater efficiency.
Key SEC 2026 exam priorities for RIAs and private funds, including fiduciary duty, AI oversight, cybersecurity and compliance expectations.
AI-driven growth, SEC reforms and shifting investor sentiment shaped Q3 2025. Weaver’s asset management team highlights key trends and risks.
Explore common pitfalls in management company accounting, from consolidation and revenue recognition to leases and alternatives to a U.S. GAAP audit.
To finalize a sale, a company needed to make its accounting records GAAP compliant. Weaver converted seven years of records from tax basis to GAAP.
Learn how the SEC custody rule and surprise examinations apply to RIAs and key compliance basics in Weaver’s RIA Surprise Examinations series.
An executive order could allow 401(k)s to invest in private equity and other alternatives. Explore the opportunities, challenges and compliance needs.
The OBBBA creates major tax relief for service workers. Find out what counts, what doesn’t and how to prepare for reporting challenges.
From payroll to document management, see how accounting automation enhances accuracy, speeds up closes and reduces manual work.
Learn how the IRS treats sales, exchanges and below-market loans between related parties under IRC Sections 267 and 7872, including exceptions and risks.