Insights & Resources

Blocker entities can help fund managers attract tax-exempt and non-U.S. investors, preserve tax profiles and navigate financial and tax reporting.

Understand how the TCJA’s suspension of miscellaneous deductions impacts the deductibility of portfolio expenses for fund managers and investors.

First-time fund managers face complex compensation and tax challenges in an LLC or LP, with key considerations necessary when approaching personal income.

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.

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.