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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.
Will Frazier, Valuation Services, shares his research on Nonmarketable Investment Company Evaluation (NICE) Method with ASA’s Business Valuation Review.
An employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity. 
Written for Trust & Estates, Weaver’s Will Frazier discusses the results of the Fifth Circuit opinion in Nelson v Commissioner.
Published in WealthManagement.com, Weaver’s Managing Director in Valuation Services, William Frazier, ASA, provides insight on the continuation of the family limited partnership (FLP) valuation discount. 
Featured in NAPE Magazine, Weaver’s Brian Reed, Partner, Financial Advisory Services, shares his insight on why companies may want to adjust the way quality of earnings are assessed in the oil and gas industry post-COVID. 
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
Weaver brings a reliable, institutional-level approach to ESOP assurance services, fairness opinions, annual valuations and valuation reviews.