Insights & Resources

The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.

The IRS issued proposed regulations that introduce present-value principles to determine the amount deductible by an estate for funeral & other expenses.

An upcoming reduction in the amount of an estate that can be passed on to heirs without paying taxes has many families wondering if they will have a large tax bill upon the death of a loved one. Currently, this tax-free amount, known as the unified credit or exclusion amount, is $12,060,000, but it is set to decline in 2026 to $5 million (adjusted for inflation). Likewise, tax rates will increase in 2026 to 45% from the current top rate of 40%.

Weaver highlights strategies to consider when planning and executing estate and gift tax. Learn why these strategies are optimal for most wealthy estates.

Under the Investment Advisers Act of 1940, the SEC proposed a rule that would bring new audit and reporting requirements as well as prohibit certain actions.