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WebinarJoin Will Frazier from our Valuation Services team on-demand for part two of our tiered discount webinar services: "Tiered Discounts in the U.S. Tax Court."
The SEC’s new guidance on Rule 506(c) allows accredited investors making high-minimum investments to verify their status through self-certification.
The credit analysis function is a key element of fixed income investment management, assessing the creditworthiness of issuers and ensuring sound investment decisions.
Weaver’s overview of the SEC’s 2025 examination priorities describe practices by investment advisers and others that may come under SEC review.
The initial enthusiasm for ESG in financial services was met with increased scrutiny, but the underlying ESG principles continue to hold sway.
These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
AI is revolutionizing industries, but misleading claims are rampant. Learn how the SEC combats AI washing and the importance of transparency for investment advisers.
If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
There are important takeaways for valuation in the Sorensen case. This article by Will Frazier, a Weaver 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.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
