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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Discover when exempt private fund advisers must register with the SEC and explore what steps ensure a smooth, compliant transition.
Kurtis Dixon and Marvin Ferguson explain the tax benefits of AI in manufacturing, from R&D credits to expensing strategies.
Join us on-demand for a discussion on the latest regulatory developments, practical challenges & best practices surrounding custody compliance for investment advisers.
In this episode of Location Cubed, learn why operational maturity is key to raising capital and attracting sophisticated real estate investors.
Discover strategies to tackle tariffs and boost business resilience through smarter sourcing, planning and risk from Kurtis Dixon and Marvin Ferguson.
Discover the SEC's latest exam priorities for private funds and RIAs to stay compliant and prepared for 2026.
Kurtis Dixon and Marvin Ferguson break down how the OBBBA reshapes bonus depreciation, R&D costs and strategies for year-end tax planning.
Weaver created a durable environmental reporting framework for a global supplier: greenhouse gas tracking, audit readiness and sustainability.
Maximize year-end tax benefits with Kurtis Dixon and Marvin Ferguson, as they explore bonus depreciation, equipment timing and deductions.
Explore common pitfalls in management company accounting, from consolidation and revenue recognition to leases and alternatives to a U.S. GAAP audit.
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.
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