Insights & Resources

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.

Navigating the tax implications of pass-through entity investments is crucial for fund managers. Our professionals can guide you through the complexities.

Whether preceding an M&A transaction or another executive hire, due diligence identifies any red flags before inking a high-stakes deal.

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.

Common scenarios VC managers face as they prepare their valuations for their financial statement audit and tips for approaching the valuation analysis.

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?

The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.

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

The data inventory implementation process helps reduce the risks that arise from data collection, including the over-collection & collection of inaccurate data.