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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.

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 the SEC considers regulations to strengthen cybersecurity in public companies, concerns about cyberattacks are on the rise. Learn more.
Written for Trust & Estates, Weaver’s Will Frazier discusses the results of the Fifth Circuit opinion in Nelson v Commissioner.
Published in WealthManagement.com, Weaver’s Managing Director in Valuation Services, William Frazier, ASA, provides insight on the continuation of the family limited partnership (FLP) valuation discount. 
Created as part of the Tax Cuts and Jobs Act of 2017, the Qualified Opportunity Zone program created tax incentives for certain investments in lower income areas.
The recent declines in the financial markets and in the overall economy present a dramatic shift from a period of historically high valuations to what could potentially be, at least temporarily, historical lows.