Insights & Resources

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

Start planning your succession today with a family limited partnership that can help transfer business ownership while retaining control and enjoying tax benefits.

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

Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.

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

Weaver’s Q4 Accounting and SEC Update team closed out 2023 by highlighting these areas: new ASUs, CECL for SRCs, Cybersecurity, ESG and year-end tax essentials.

California’s landmark legislative package places unprecedented climate reporting requirements on public and private companies that do business in California.

Weaver’s IT and Accounting Advisory leaders discuss new SEC cybersecurity rules and the use of generative AI. Learn more.

Finance professionals know that timeliness and accuracy of information is key. How can finance teams make the best use ChatGPT?

Federal financial institution regulatory agencies updated their existing guidance on liquidity risks and contingency planning for depository institutions.

Sustainability reporting, cybersecurity guidelines and trends in stock-based compensation were topics for discussion at Weaver’s quarterly SEC Updates conversation.

Financial institutions commonly consider investment securities and wholesale sources to be their funding sources. Learn how examiners are challenging this.