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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.

Surprise 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.
Learn what’s next from GASB, including new standards, active projects and research that could impact future governmental reporting.
The OBBBA’s changes to QSBS rules create significant opportunities for funds to enhance tax efficiency and expand investment scope.
Dr. Sherry Hawn from Houston Community College shares how data, balance and student-first thinking are shaping the future of higher education.
Tax reporting for investment funds is becoming more complex. Learn about the reporting requirements and why timely compliance is critical.
Learn how colleges and universities can streamline audit preparation through collaboration, tech adoption and strong auditor relationships.
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.
Angela Hodge of Austin Community College shares lessons from the organization’s system conversion — from data migration to operational efficiency.
Several updates to HB 8 will affect Texas community colleges and their state funding. Here’s the breakdown and how they will affect campuses.
Learn how to structure real estate private equity investments, navigate fund formation and comply with securities laws.
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