Insights & Resources

Weaver’s overview of the SEC’s 2025 examination priorities describe practices by investment advisers and others that may come under SEC review.

The initial enthusiasm for ESG in financial services was met with increased scrutiny, but the underlying ESG principles continue to hold sway.

These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.

AI is revolutionizing industries, but misleading claims are rampant. Learn how the SEC combats AI washing and the importance of transparency for investment advisers.

If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.

The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.

There are important takeaways for valuation in the Sorensen case. This article by Will Frazier, a Weaver valuation professional, provides details and insight.

Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.

The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.

The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.

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.