Insights & Resources

If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.

The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.

There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.

Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.

The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.

The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.

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.

The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.

The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.

Weaver highlights strategies to consider when planning and executing estate and gift tax and explains why now is the perfect time to act.

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

Created as part of the Tax Cuts and Jobs Act of 2017, the Qualified Opportunity Zone program created tax incentives for certain investments in lower income areas.