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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.
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The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.
Will Frazier, Valuation Services, shares his research on Nonmarketable Investment Company Evaluation (NICE) Method with ASA’s Business Valuation Review.
Weaver highlights strategies to consider when planning and executing estate and gift tax and explains why now is the perfect time to act.
Updates to Form PF were designed to assess systemic risk and bolster regulatory oversight in the growing hedge fund industry. Find out more.
Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.
The SEC proposed new regulations to establish disclosure requirements for funds and advisers that market themselves as having an ESG focus.
As Cybersecurity Threats Loom, Interested Parties Weigh in on Proposed SEC Cybersecurity Regulations
As the SEC considers regulations to strengthen cybersecurity in public companies, concerns about cyberattacks are on the rise. Learn more.
