Insights & Resources

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.

Find out about new SEC rules for SPAC IPOs and subsequent de-SPAC transactions, including enhanced disclosure requirements.

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.

There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.

FASB will require entities to use fair value accounting for crypto assets and provide additional information about their crypto holdings beginning in 2025.

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.

Weaver's downloadable chart identify issues that potentially require fair value assessment during your financial audit. Download now.

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.

Weaver’s IT and Accounting Advisory leaders discuss new SEC cybersecurity rules and the use of generative AI. Learn more.