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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.
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.
PodcastSurprise examinations can help RIAs meet SEC custody rules while reducing costs compared to full audits. Learn how on Weaver: Beyond the Numbers.
The OBBBA revives 100% bonus depreciation and introduces new deductions for qualified production property and manufacturing.
Capital continues to flow into targeted subsectors of the Southern California real estate market. Learn about opportunities for real estate investors.
Explore Mitchell Parker's transition from athlete to real estate leader at Main Street Partners and gain strategies for today's competitive market.
Dive into real estate office market recovery insights from coast to coast with Howard Altshuler and Selina McUmber.
Attorney Mark Fawer details how to succeed in NYC real estate by leveraging market trends and tax advantages.
The OBBBA’s changes to QSBS rules create significant opportunities for funds to enhance tax efficiency and expand investment scope.
Explore how the One Big Beautiful Bill Act affects real estate tax strategies with insights from our hosts, Howard Altshuler and Aaron Grisz.
