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Surprise examinations may offer RIAs a practical path to custody rule compliance. Learn when exams work best, what they involve and steps to get ready.
Surprise examinations under the SEC custody rule don’t have to be overwhelming. Learn about exam timing and key compliance strategies for RIAs.
Learn how the SEC custody rule and surprise examinations apply to RIAs and key compliance basics in Weaver’s RIA Surprise Examinations series.
Capital continues to flow into targeted subsectors of the Southern California real estate market. Learn about opportunities for real estate investors.
The OBBBA’s changes to QSBS rules create significant opportunities for funds to enhance tax efficiency and expand investment scope.
Some nonchassis vehicles may qualify for off-highway fuel credits if they meet specific IRS criteria. We review the requirements and key legal cases.
Tax reporting for investment funds is becoming more complex. Learn about the reporting requirements and why timely compliance is critical.
The U.S. Department of Labor may change financial thresholds and definitions for labor union reporting forms used by officers and organizations.
Learn how partner loans in real estate partnerships impact tax planning. Navigate accrued interest and tax implications effectively.
Learn about the Net Investment Income Tax (NIIT) and how it impacts investors. We explore key considerations that may help minimize tax liability.
Unlock tax savings and ensure compliance by meeting IRS criteria to qualify vehicles as mobile machinery for off-highway fuel credits.
Substantiating off-road fuel use credits can prove challenging when it comes to differentiating the IRS’ viewpoint versus the states. Learn more.
