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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.
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.
Tax reporting for investment funds is becoming more complex. Learn about the reporting requirements and why timely compliance is critical.
Executive ResourceDrive stronger board discussions at organizations with key questions on cyber risk, AI oversight, crisis planning, M&A outlook and tax law changes.
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.
The DOJ’s updated compliance guidelines require proactive AI risk management. Take steps to ensure your company meets the standards.
Discover the five most common data warehouse issues along with practical solutions to improve data integrity, security and efficiency.
