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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.

Selecting an entity type in real estate is often decided by issues like tax flexibility. Here are some of the key considerations to keep in mind.
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.
Howard Altshuler and Selina McUmber discuss real estate market shifts, investor appetite and alternative lending options, including debt funds and private credit.
Discover the key benefits and potential pitfalls of qualified small business stock (QSBS) in this essential guide for those navigating the QSBS landscape.
PCI DSS sets the standard for payment card security in higher education detailing compliance levels, reporting requirements and strategies to protect data.
Join Becky Reeder and David Burch as they discuss 30 years of navigating the investment landscape and tactical strategies for emerging managers.
Discover how global manufacturers can navigate transfer pricing and foreign exchange volatility with Weaver’s Josh Finfrock and Bannockburn Global’s Greg Ciciola.
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.
As financial institutions overcome data overload, leaders need to understand client preferences to improve the customer experience. Tune in.
From property tax expenses to construction-related exemptions, financial institutions can optimize their understanding of state and local tax implications. Tune in.
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