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JULY 2026

Summer's In, School's Out:

Cyber Threats Don't Take a Break

Classroom activity may slow down during summer, but cyber risk does not. For district IT leaders, this creates a strategic window to address security gaps with less disruption and greater flexibility for maintenance and change.

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In this issue...

» Four governance questions boards should ask amid SEC and market changes

» How proactive tax planning uncovered Tennessee franchise tax refunds

» Global sustainability requirements continue to shape reporting and risk strategies

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Public Companies Reach a Midyear Inflection Point: Filer Status, CAMT and Renewal IPO Momentum

Our professionals discussed several developments affecting public companies, including filing status considerations ahead of the June 30 measurement date, recently issued accounting standards, ongoing developments related to the Corporate Alternative Minimum Tax (CAMT), regulatory activity from the SEC and PCAOB and trends shaping today’s public capital markets.

SEC Reform, Capital Allocation and Governance: Four Questions for Public Company Boards

Momentum is shifting as we enter the second half of 2026. We're seeing new SEC proposals, a resurgence of M&A and IPO activity and new strategies in capital allocation. These dynamics are certain to influence board agendas for the remainder of the year and into 2027.

California's Software Sales Tax Expansion Raises Sourcing Questions for Multistate Business

Beginning January 1, 2027, California will significantly expand its sales and use tax to include many electronically delivered and remotely accessed software products, such as software as a services (SaaS). While the expansion of California's tax base is straightforward, the law raises a more complex question for multistate businesses.

Success Story: Identifying Tennessee Franchise Tax Refund Opportunities

A client operating across multiple jurisdictions had filed Tennessee franchise and excise tax returns for several years. Like many taxpayers without a dedicated state tax department, this client faced challenges in keeping pace with evolving state tax laws and regulatory requirements.

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HIGHLIGHTS

OBBBA One Year Later: Key Tax Developments and Planning Considerations

Over the past year, the impact of The One Big Beautiful Bill Act (OBBBA) has continued to unfold. Policy changes and implementation dynamics have created ripple effects across taxpayers and businesses, prompting many to reassess planning.

Why Global Sustainability Reporting Matters for US Organizations

Sustainability reporting expectations continue to expand across industries, capital markets and global supply chains. Although the United States does not have a comprehensive federal sustainability reporting framework, organizations are already receiving more requests for environmental, social and governance (ESG) information from customers, investors, lenders and business partners.

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Weaver Relocates Pasadena Office to Support Continued Growth in Southern California

The new 30,628-square-foot space features 29 offices and 162 workstations designed to support collaboration among Weaver’s audit, tax and advisory professionals. Located in the heart of Old Pasadena, the location offers convenient access for clients throughout the greater Los Angeles area while placing the team in one of the region’s most established business and cultural districts.