Weaver: Beyond the Numbers

The Employee Retirement System of Texas is one of the most significant pension funds globally, managing over $35 billion in assets. The fiduciary responsibility is no small feat, and it takes relationship-building around all aspects of government. Weaver's Adam Jones tapped Porter Wilson, the system's Executive Director, for his perspective on the role of government in the stability of the Employe...

The world of cryptocurrencies has had many ups and downs over the last decade, but investment funds are becoming increasingly interested in cryptoassets. Tim Savage is joined by Viresh Ohri, Manager Partner at Catenam Capital, to talk through the current crypto landscape of crypto investment funds. Viresh was an early adopter of cryptocurrency, first trading bitcoin in 2012. Since then, he has wat...

In this episode of Location Cubed, Hosts Rob Nowak, Tax Partner with Weaver, and Howard Altshuler, Partner-in-Charge of Real Estate Services, discuss the impact of the supply chain on the recent spike in residential home prices. Pre-covid, everything was moving along fairly smoothly for the supply chain; however, COVID-19 brought restrictions, lockdowns, and an unknown future. “It kind of started...

Government Industry Partners, Jennifer Ripka, CPA, and Jackie Gonzalez, CPA, discuss single audits and the challenges many government entities face with the influx of federal financial assistance received over the last two years. The Business of Government host, Adam Jones, points out, “There’s never been a year quite like the last couple of years in government assurance. We’ve seen a deluge of fe...

Shehan Chandrasekera, Head of Tax Strategy at CoinTracker, is a subject matter expert in cryptocurrency taxation. Like many who first experience crypto, Chandrasekera saw the potential of cryptoassets, but realized transacting and investing in these assets presented an enormous administrative burden. With few professionals and CPAs skilled in the industry, Shehan set out to build a solution. “Coin...

Understanding the world of cryptocurrency is essential for all financial advisors today. Adam Blumberg, co-founder at Interaxis, helps educate investors and financial professionals about blockchain, cryptocurrency, and digital assets. After going down the crypto rabbit hole and immersing himself in understanding cryptocurrency, Adam quickly realized these new financial instruments and services dev...

For this discussion on motor fuels taxation issues, Beyond the Numbers sits with two of Weaver’s industry leaders, Emilda Santiesteban and Leanne Sobel, J.D., both Directors of Motor Fuels and Excise Tax Services. They join host, Tyler Kern, to explore motor fuel taxation dynamics and offer their insights on a constitutional challenge to the federal oil spill liability tax. Sobel discusses the fou...

An organization’s intellectual property, trade secrets, and any proprietary information that requires protection are considered crown jewel data. Managing this data can be as crucial to the organization as the data itself. Trip Hillman, Director of Cybersecurity Services at Weaver, and Hunter Sundbeck, a Privacy Lead for IT Advisory Services at Weaver, checked in with Beyond the Number’s Tyler Ker...

David Kerr, Principal at Cowrie, has ten years of experience in tax strategy, financial accounting, anti-money laundering, international tax compliance, and risk consulting across the gaming, telecommunications, technology, and digital asset industries. He is an expert in decentralized autonomous organizations and advises on structuring for legal and tax purposes. DAOs are represented by rules tha...

With a flood of federal funds available for capital projects today, The Business of Government discusses the risks involved with such projects and offers strategies for mitigating those risks. Daniel Graves, Partner, Risk Advisory Services at Weaver, provides crucial insights and best practices for those in the government sector considering capital projects. Graves has already seen an increase in...

Bitcoin is considered its own standalone asset class because features set it apart from others. Answering those benefits and more is Lee Bratcher, founder and president of Texas Blockchain Council (TBC), on this episode of Weaver’s On-Chain podcast episode with host Tim Savage. Lee’s interest in blockchain peaked about six years ago while researching property rights as an academic. Since then, he...

In this exciting debut episode of Weaver On-Chain, host Tim Savage, CPA, Blockchain & Digital Assets, Tax Services welcomes world-renowned expert Dr. Sean Stein Smith DBA, CPA as his inaugural guest on a podcast dedicated to the exciting world of cryptocurrency and the blockchain industry. Sean holds many titles including Assistant Professor at City University of New York - Lehman College in N...

Two Partners at Weaver’s Assurance Service Department, Kerri Franz, and Aracely Rios, joined Beyond the Numbers to talk about the top five operational errors that occur and how to reduce them. Untimely remittances of employee contributions can occur if the plan sponsor does not transmit those contributions or loan payments to the trust in a timely fashion. Franz advised that clients should make su...

Two terms many people are familiar with these days are crypto and blockchain. However, the familiarity does not always translate into understanding. There are plenty of questions about cryptocurrency and blockchain, so Weaver’s Beyond the Numbers reached out to Tim Savage, who oversees tax services for Weaver’s Cryptocurrency Task Force, to help answer those questions. Savage is in the process of...

In this episode of Weaver: Beyond the Numbers, hosts Rob Nowak, Tax Partner at Weaver, and Howard Altshuler, Partner-in-Charge of Real Estate Services at Weaver, took time to reflect on the evolution of sports stadiums in the United States. Altshuler recalled how his visit to a sports stadium to watch the Dallas Stars, got him “thinking about stadiums and how [their qualities and features] have ch...

Government does not measure profit and loss, but it is still a business. Government leaders deliver change, develop strategies, and adapt. Sharing her insights on the topic, Weaver National Strategy Leader Alyssa Martin, CPA, joined Business of Government host and State Government Practice Leader, Adam Jones. Martin has decades of public accounting experience and founded Weaver’s advisory services...

Politics and capital gains—how are these related and what do changes in both sectors mean for the real estate industry? Rob Nowak, Partner in Tax Services at Weaver, and Howard Altshuler, Partner-in-Charge of Real Estate Services at Weaver, dove into this topic on this episode of Weaver: Beyond The Numbers Podcast. Recently, Virginia and New Jersey Governor elections took place, and these election...

COVID-19 rocked the world in most industries, but particularly for biopharma and pharmaceuticals, which were at the forefront. Tyler Ridley, Senior Manager of Valuation Services at Weaver, joined this episode of Weaver: Beyond The Numbers Podcast with Weaver hosts Howard Altshuler, Partner-In-Charge of Real Estate Services, and Rob Nowak, Tax Partner with Weaver, to discuss the rebound and current...

COVID-19 rocked the world in most industries, but particularly for biopharma and pharmaceuticals, which were at the forefront. Tyler Ridley, Senior Manager of Valuation Services at Weaver, joined this episode of Weaver: Beyond The Numbers Podcast with Weaver hosts Howard Altshuler, Partner-In-Charge of Real Estate Services, and Rob Nowak, Tax Partner with Weaver, to discuss the rebound and current...

A lot is going on in the tax world that could have implications for companies and individuals. While nothing is official, there are many proposed changes to the tax code in the Build Back Better Act. In this episode of Weaver Beyond the Numbers Real Estate Edition, Weaver hosts Rob Nowak, Partner in Tax Services, and Howard Altshuler, Partner-in-Charge of Real Estate Services, break down what thos...

Politics and capital gains—how are these related and what do changes in both sectors mean for the real estate industry? Rob Nowak, Partner in Tax Services at Weaver, and Howard Altshuler, Partner-in-Charge of Real Estate Services at Weaver, dove into this topic on this episode of Weaver: Beyond The Numbers Podcast. Recently, Virginia and New Jersey Governor elections took place, and these election...

In 2006 the major card brands formed the PCI Security Standards Council (SSC) with the goal of managing the evolution of the Data Security Standard (DSS). Today that has expanded to several other standards and compliance programs. As part of the DSS compliance program the PCI SSC certifies Qualified Security Assessor (QSA) companies to perform independent audits of merchants and service providers...

Not too long ago, accounting standards established by the American Institute of Certified Public Accountants required real estate companies to navigate various requirements for purchase and sales agreements that often resulted in straight forward AS-IS, WHERE-IS terms. But that changed in May 2014, when the FASB issued new guidelines designed to make revenue recognition standards more consistent a...

COVID-19 rocked the world in most industries, but particularly for biopharma and pharmaceuticals, which were at the forefront. Tyler Ridley, Senior Manager of Valuation Services at Weaver, joined this episode of Weaver: Beyond The Numbers Podcast with Weaver hosts Howard Altshuler, Partner-In-Charge of Real Estate Services, and Rob Nowak, Tax Partner with Weaver, to discuss the rebound and current...