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Insights & Resources
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New SEC-CFTC guidance clarifies how crypto assets are classified under U.S. law and when non‑security tokens may still fall under securities rules.
Private companies can simplify ASC 805 reporting for goodwill and intangibles. Explore ASU 2014-18 and 2014-02 alternatives, eligibility and key tips.
Explore how modern accounting technology elevates the CPA‑client relationship through real‑time reporting, automation and strategic advisory insight.
Understand key trading, valuation and compliance risks in repurchase agreements and TBA pools and how to strengthen oversight and internal controls.
AI adoption, digital asset volatility and evolving SEC exam priorities shaped Q4 2025. See what asset managers should watch in 2026.
Learn what a CTAPP compliance review involves, how attorneys are selected and what California law firms can do now to prepare.
Is your transaction a business combination or asset acquisition? Learn how ASC 805 guidance, the screen test and key differences shape reporting.
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.
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.