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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.
In a recent NAPE magazine feature, Tim Savage shares relevant tax-saving opportunities to increase cash flow and improve margins for bitcoin mining companies.
Surprise examinations under the SEC custody rule don’t have to be overwhelming. Learn about exam timing and key compliance strategies for RIAs.
Explore Weaver’s 2025 Corporate Responsibility Report, featuring our first double materiality assessment and updates on our sustainability progress.
Learn how the SEC custody rule and surprise examinations apply to RIAs and key compliance basics in Weaver’s RIA Surprise Examinations series.
Crypto and stablecoin adoption, board roles in AI and ASC 740 disclosure requirements are topics in Weaver’s Accounting & SEC Update: Q3 2025 summary.
See how audits for digital asset companies are evolving in 2026, with new rules, higher scrutiny and rising expectations for leaders.
PodcastSurprise examinations can help RIAs meet SEC custody rules while reducing costs compared to full audits. Learn how on Weaver: Beyond the Numbers.
Capital continues to flow into targeted subsectors of the Southern California real estate market. Learn about opportunities for real estate investors.
WebinarDuring this on-demand webinar, we discuss practical insights and updates on regulatory, accounting and reporting issues that help public companies stay ahead.
The OBBBA’s changes to QSBS rules create significant opportunities for funds to enhance tax efficiency and expand investment scope.
Tax reporting for investment funds is becoming more complex. Learn about the reporting requirements and why timely compliance is critical.
