Weaver: Beyond the Numbers Podcast Episodes

Weaver: Beyond the Numbers Podcast Episodes

Podcast: Annual Employee Benefit Plan Audit Guide

Podcast: Annual Employee Benefit Plan Audit Guide

Key Points: 

  • The Department of Labor requires a BPA (Benefit Plan Audit) when a plan reaches 100 eligible participants. 
  • The audit process consists of two sides: plan compliance and financial reporting. 
  • An experienced and qualified auditor will…

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Podcast: The Good and Bad of REITs

Podcast: The Good and Bad of REITs

Key Points:

  • REITs allow small investors a way into real estate.
  • All the tax benefits of real estate are included with REITs.
  • There are pitfalls to creating a REIT that will meet the requirements.

 

On this episode of Weaver Beyond…

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The ESOP Podcast: TXCEO - Building a State Center

The ESOP Podcast: TXCEO - Building a State Center

But really, how did the Texas Center for Employee Ownership become established?

On this episode of The ESOP Podcast, TXCEO – Building a State Center, host Bret Keisling sits down with two founding co-chairs of the Texas Center for Employee Ownership, Weaver’s Jennifer Krieger and EOX’s…

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