WithumSmith+Brown In The News

Stay current on goings on at WS+B and in the industry sectors of interest to our clients. Press releases are arranged chronologically.

Monday, January 30, 2012

"Stay on top of tax changes in 2012" Paul Gergel, partner, quoted; Finance January 23, 2012

Wednesday, January 25, 2012

"Romney Paid 13.9 Percent Tax Rate on $21.6 Million 2010 Income," Tony Nitti, tax partner, quoted; Bloomberg January 24, 2012

Wednesday, January 25, 2012

"How to Avoid Malpractice Claims" by Larry Thoma,JD, CFE, CPA/ABV/CFF, DABFA, CITP, NJ Law Journal, January 9, 2012

Monday, October 03, 2011

"Seven Firms Earn First in Quality of Life Rankings"AccountingToday.com. September 29, 2011

Wednesday, September 07, 2011

Video Captures WS+B Differentiators, Boosts Recruiting, Teamwork, Morale

Wednesday, August 03, 2011

"S Corporation Shareholder Compensation: How Much Is Enough?," by Tony Nitti, CPA, MST, WS+B Partner, AICPA's The Tax Advisor

Tony Nitti, CPA, MST, WS+B Partner based in the firm's Aspen, CO office, was published on the American Institute of CPA's (AICPA) "The Tax Advisor" website, with his article, "S Corporation Shareholder Compensation: How Much Is Enough?"  

For the full article, please visit the AICPA's The Tax Advisor website:
http://www.aicpa.org/publications/taxadviser/2011/august/pages/nitti_aug2011.aspx?

Friday, March 18, 2011

"How Life Science Companies Can Minimize Tax Exposure and Reduce Tax-Planning Complexities for Acquisition" by Stephen J. Talkowsky, CPA, JD, llM and Anthony J. Nitti, CPA, MST, LifeSciTrends, March 2011

Tuesday, March 15, 2011

"Could a Stock Exchange Merger Accelerate Adoption of IFRS?" by Ed O'Connell, CPA, CFF, CFE, AccountingToday.com, March 15, 2011

Tuesday, March 08, 2011

"Practical Considerations for Handling Shareholder and LLC Member Disputes" by Randall M. Paulikens, CPA, ABV, CFE, CITP, New Jersey CPA, March 2011

Tuesday, March 08, 2011

"Taking a Look at the State Board's Peer Review Program" by Frank Boutillette, CPA, New Jersey CPA, March 2011

Monday, January 31, 2011

"Pre-tax Season Technology Checklist" by James Bourke, CPA.CITP, CPA2Biz.com, January 31, 2011

Tuesday, January 11, 2011

"Maximizing Tax Season Efficiency" by Edward Mendlowitz,CPAIABV/PFS/CFF, Journal of Accountancy, January 2011

Tuesday, November 23, 2010

"Seven Elements of a Hospital's Corporate Compliance Program: Time for an Internal Check-Up" by Marc Stein, MBA, Hfmametrony.org, November 2010

Sunday, August 08, 2010

"Is Your Self-Funded Health Plan Stable?" by Lewis D. Bivona, Jr., CPA, AFE, Principal, SelfFundingMagazine.com, August 8, 2010

Thursday, July 29, 2010

"Social Media Utilization Within the CPA Firm" by Jim Bourke, CPA.CITP, WS+B Partner, AICPA cpa2biz.com, July 26, 2010

Tuesday, June 15, 2010

"Three Key Tech Strategies of Successful 21st Century Accounting Firms", white paper by James C. Bourke, CPA.CITP, Partner, June 2010.

Wednesday, May 05, 2010

"WS+B's Bourke Expounds Tech Trends for Firms, Addresses Concerns," James C. Bourke, CPA.CITP, partner, quoted, WebCPA.com, May 5, 2010

Friday, April 30, 2010

"The Gift of Personal Time", Bill Hagaman, CPA, managing partner, quoted in the Philadelphia Business Journal Corporate Philanthropy Summit supplement, April 30, 2010.

Tuesday, April 13, 2010

"How to Address the Risk in Risk-Based Audits" by Lewis D. Bivona, Jr., CPA, AFE, Principal, Spring 2010 issue of Examiner, the official Publication of the Society of Financial Examiners

Wednesday, March 31, 2010

"Estate Planning for a Special Needs Child", by Hal R. Terr, CPA, PFS, CFP, AEP, Arc of Union County Newsletter, March 2010

Thursday, March 25, 2010

"Accountants Head to the Cloud", James C. Bourke, CPA.CITP, partner, quoted, CFO.com, March 24, 2010.

Thursday, March 11, 2010

"Is Your Self-Funded Health Plan Stable", by Lewis D. Bivona, Jr., CPA, AFE, Voluntary Benefits Magazine, March 2010.

Tuesday, February 02, 2010

"9 Wackiest Tax Deductions," Ed Mendlowitz, CPA, WS+B Partner, quoted; Bankrate.com, February 2, 2010

Monday, February 01, 2010

"Reader Profile" question answered by Thomas A. Basilo, CPA, partner, CEO, WithumSmith+Brown Global Assurance, Directors & Boards, February 1, 2010

Tuesday, November 03, 2009

"404 Study Shows Little Automation Yet," Thomas A. Basilo, CPA, partner, CEO, WithumSmith+Brown Global Assurance, quoted, Compliance Week, November 3, 2009

Sunday, November 01, 2009

"IRS Final 403(b) Regulations Update", authored by James J. Decker, CPA, NJ-HFMA's Garden State Focus, November/December 2009

Sunday, November 01, 2009

"Uncover Strategic Value", authored by Edward Mendlowitz, CPA, partner, Journal of Accountancy, November 2009

Monday, September 14, 2009

"The play’s the thing for business investing: Execs call role in aiding arts programs a way to boost corporate climate," William R. Hagaman, Jr. profiled and quoted; NJBIZ, September 14, 2009

Thursday, September 03, 2009

"Have You Been Phished, Skimmed or Dumped? What CPAs and financial executives can do to avoid being defrauded by cyber criminals," James C. Bourke, CPA, Partner, quoted, AICPA cpa2biz.com, September 3, 2009

Tuesday, June 30, 2009

"Inside Criminal Minds", Jeff Blumengold, CPA, FHFMA, Partner, quoted; CCH Health Care Compliance Letter, June 30, 2009

Wednesday, April 01, 2009

“Buyers and Sellers can Leverage the Economic Crisis,” by William R. Hagaman, Jr., CPA, Partner, Financial Executive, April 2009

Wednesday, March 25, 2009

“Market's Black Cloud Comes with a Silver Lining,” quote by Hal Terr, CPA, Senior Manager, Star Ledger, March 25, 2009

Monday, March 23, 2009

“Technology Spending in a Down Economy,” by James C. Bourke, CPA.CITP, Partner, cpa2biz.com, March 26, 2009

Sunday, February 01, 2009

“A Guide to Stand-Alone Tax Engagements,” quote by David Springsteen, CPA, Tax Partner, NJ Business, Feb/March 2009

Saturday, January 31, 2009

“A Hospital CFO's Top 10 New Year's Resolutions for a Positive 2009,” by Lewis Bivona, Principal, Garden State Focus, Jan/Feb 2009

Monday, December 15, 2008

"Tech Titans Tout Top Trends, Tools," quotes by James C. Bourke, Jr., CPA.CITP, Accounting Today, December 15, 2008

Wednesday, December 03, 2008

“Accounting Firm Aims to Help Execs Cope with Recession,” quote by Thomas A. Basilo, CEO, WS+B Global Assurance, WebCPA.com, December 3, 2008

Monday, December 01, 2008

"Year-End Tax Planning for Stock Market Investors," by Hal R. Terr, CPA, PFS, CFP(r), Senior Tax Manager, Mercer Business, December 2008

Monday, December 01, 2008

"Local Job Market to Fair Better than Nation," quote by Kenneth DeGraw, CPA, Partner, Inside Business, December 2008

Monday, November 10, 2008

“Sales-Tax Traps Snare Unsuspecting Companies,” quote by Michael Hoffman, CPA, Senior Tax Manager, NJBIZ, November 10, 2008

Wednesday, October 15, 2008

“Community Maker Ivan Brown,” spotlight on Ivan C. Brown, CPA, Managing Partner, Monmouth Health & Life, October 2008

Saturday, October 11, 2008

“What exactly does the IFRS transition entail?,” quote by Baskar Venkatraman, CPA, Project Director, WS+B Global Assurance, FierceSarbox.com, October 11, 2008

Saturday, October 04, 2008

“Joint Tenancy on Brokerage Accounts Can Be Complex,” quote by Hal R. Terr, CPA, Senior Tax Manager, Wall Street Journal, October 4, 2008

Wednesday, October 01, 2008

“Applying Criteria to Client Acceptance,” quote by David R. Dacey, Senior Manager, Practical Accountant, October 2008

Tuesday, September 30, 2008

“CMS RAC Program… Coming Soon!” by Leo P. D’Orazio, MBA, FACHE, Managing Director of Healthcare Services, Garden State Focus, September/October 2008

Monday, September 01, 2008

“Here Comes the Payment Card Industry Data Security Standard: Are You Prepared?” by Sumit K. Pal, EVP Operations, WS+B Global Assurance, COMMERCE magazine, September 2008.

Monday, September 01, 2008

“M&A Bargain Hunters,” quote by William R. Hagaman, Jr., CPA, Partner, NJ Business, September 2008

Tuesday, July 01, 2008

"Minimizing Bad Debt for a Healthier Balance Sheet" by Lew Bivona, Garden State Focus, July_Aug 2008

Friday, May 30, 2008

“Monitoring Employee Technology Use,” by James C. Bourke, Jr., CPA, Partner, NJ CPA Magazine, May/June 2008

Thursday, May 01, 2008

“Fee Management Tips,” by Edward Mendlowitz, CPA, Partner, Journal of Accountancy, May 2008

Thursday, May 01, 2008

“Up in Smoke: Are Wellness Programs Causing Federal ERISA Protections to Slowly Fade Away?” quote by Lewis Bivona, CPA, Principal, Best’s Review, May 2008

Thursday, May 01, 2008

“Non-profit Hospitals Under Fire for Exemption from Property Taxes,” by Scott J. Mariani, JD and Anthony Panico, CPA, Senior Manager, Garden State Focus, May/June 2008

Monday, April 28, 2008

"The Rage Surrounding Client Portals," by Jim Bourke, CPA. CITP, CPA Insider, April 28, 2008

Monday, March 24, 2008

“It is time for the SEC to take a stand on compliance with Section 404,” by Thomas A. Basilo, Partner, Investment News, March 24, 2008

Tuesday, March 18, 2008

“Evolution of the EBP Audit,” by Joseph S. Klinke, CPA, Senior Manager, PICPA.com, March 18, 2008

Monday, February 25, 2008

“The Document Management Process,” by James C. Bourke, CPA.CITP, cpa2biz.com, February 25, 2008

Wednesday, January 09, 2008

"Tips for Resolving Technology & Security Challenges Faced by Non-Accelerated Filers"

Tuesday, January 01, 2008

“The Redesigned Form 990: What Hospitals Need to Know,” by Scott J. Mariani, JD, Tax Partner, Newscast, January/February 2008

Saturday, December 01, 2007

”Sarbanes-Oxley for Nonprofit Boards,” book review by Raymond J. Broek, CPA, WithumSmith+Brown Global Assurance, NJ CPA Magazine, November-December, 2007

Saturday, December 01, 2007

”NJ and Nonresident Partner Tax Implications,” Michael Hoffman, CPA, and Harry K. Tuul, CPA, NJ CPA Magazine, November-December, 2007

Saturday, December 01, 2007

”Restructuring Obligations Outside of Bankruptcy,” Kenneth J. DeGraw, CPA, and David Poillucci, CPA, NJ CPA Magazine, November-December, 2007

Monday, September 03, 2007

”Grooming a Business to Fund a Retirement,” Randall Paulikens, CPA/ABV, DABFA, quoted, NJBIZ,September 3, 2007

Thursday, August 16, 2007

“Disaster Recovery Planning: How do you measure up?” and “Got Technology?”, Jim Bourke, CPA.CITP, partner, quoted, WebCPA, April 16, 2007

Tuesday, August 07, 2007

”Counting Down to SOX Compliance” by Thomas A. Basilo, CEO, WS+B Global Assurance, Compliance Week, August 7, 2007

Wednesday, August 01, 2007

“Why, Five Years After Sarbanes-Oxley Became Law, IT Executives Are Better Off,” Thomas A. Basilo, CEO, WS+B Global Assurance, quoted, CIO.com, August, 2007

Wednesday, August 01, 2007

”Operational Risk—Sarbanes Oxley, Five Years Later,” Thomas A. Basilo, CEO, WS+B Global Assurance, quoted, Global Association of Risk Professionals publication, Today’s Risk News, August, 2007

Friday, July 27, 2007

"WithumSmith+Brown Utilizes GoFileRoom ClientFlow Module," released by Thomson Corporation, July 24, 2007

Saturday, July 14, 2007

“Security and Compliance Challenges for Small and Medium Businesses,” by Sumit Pal, VP, WS+B Global Assurance, NaSPA.com , June 14, 2007

Sunday, July 01, 2007

“The Evolving Role of Internal Auditors,” interview with Ray Broek, EVP, WS+B Global Assurance, Financial Executives International’s In Brief newsletter, July, 2007

Sunday, July 01, 2007

“The Evolution of SOX and its Impact on the Board” by Thomas A. Basilo, CEO, WS+B Global Assurance, Director’s Monthly, July, 2007

Monday, May 14, 2007

“Small Public Companies Must Get SOX Religion,” interview with Sumit Pal, VP, WS+B Global Assurance, bITa Planet , May 14, 2007

Sunday, April 01, 2007

“Cyber Talk: Data Protection for Small to Medium Businesses,” interview with Sumit Pal, VP, WS+B Global Assurance, IT Defense , April, 2007

Monday, March 12, 2007

”Comments on SEC's Proposed SOX 404 Guidance Reveal Deep Divisions Among Commenters”, WS+B Global Assurance quoted, RIA Newsstand, March 12, 2007

Thursday, February 01, 2007

”Forensic Accounting: Exponential Growth”, Larry Thoma, JD, CFE, CPA/ABV, DABFA, quoted, WebCPA, February 1, 2007

Thursday, February 01, 2007

”Information Technology Industry Forecast: A Global Outlook”, co-authored by Sumit Pal, VP, WS+B Global Assurance, New Jersey TechNews, February, 2007

Thursday, February 01, 2007

”Survey Reveals Importance of an Annual Survey” by Kirk Holderbaum, CPA, Commerce magazine, February, 2007

Thursday, February 01, 2007

”Back Taxes Come Back to Haunt”, by Dave Poillucci, CPA, Somerset Business, February, 2007

Monday, January 15, 2007

”Not Every Marriage Works”, William Hagaman, CPA, quoted, NJBIZ, January 15, 2007

Monday, January 08, 2007

”Loosening SOX”, Thomas A. Basilo, CEO, WS+B Global Assurance, quoted, NJBIZ, January 8, 2007

Monday, January 01, 2007

”Reducing Sarbanes-Oxley Compliance Costs” by Thomas A. Basilo, CEO, WS+B Global Assurance, CPA Journal, January, 2007

Monday, January 01, 2007

”Sell Financial Products Wisely,” by Anthony Sardis and Edward Mendlowitz, CPA, ABV/PFS, Journal of Accountancy, January 2007

Monday, January 01, 2007

”Succession Planning for the Financial Planner”, by Ed Mendlowitz, CPA, New Jersey CPA magazine, January/February, 2007

Wednesday, November 01, 2006

“The Evolution of a Niche Practice” by Thomas A. Basilo, CEO, WS+B Global Assurance, Commerce magazine, November, 2006

Wednesday, November 01, 2006

“Are The SEC's Latest Actions and Delays A Good Compromise?” by Thomas A. Basilo, CEO, WS+B GA, Sarbanes Oxley Compliance Journal, November, 2006

Friday, August 25, 2006

"Dealing With the Tax Implications of Involuntary Conversion" by Dave Poillucci, CPA, MST, NJPA Real Estate Journal, August 25, 2006

Monday, July 24, 2006

"How to Deal With Bank Loan Covenants", by Edward Mendlowitz, CPA, The Home News Tribune, June 24, 2006

Monday, May 01, 2006

"Is There a Gap in Private Company GAAP?" by Frank R. Boutillette, CPA, New Jersey CPA, May/June 2006

Monday, May 01, 2006

"Electronic Document Management is Here to Stay" by James C. Bourke, Jr., CPA, New Jersey CPA,May/June 2006

Friday, April 28, 2006

"Choosing the Right Entity for a Real Estate Investment," by Edward Mendlowitz, CPA, NJPA Real Estate Journal, April 28, 2006

Friday, April 28, 2006

"New Deduction Benefits Manufacturing and Construction Industries," by Ronald L. Bleich, CPA, LLM, CFP, NJPA Real Estate Journal, April 28, 2006

Monday, January 23, 2006

"Opinion: What Was the SEC Thinking?" by Thomas A. Basilo, CEO, WS+B GA, Compliance Pipeline, January 23, 2006

Thursday, December 08, 2005

"Investing in Sarbanes Oxley as a Business Strategy", by Thomas A. Basilo, CEO, WS+B GA, VentureNortheast.com, December 8, 2005

Wednesday, September 28, 2005

"Has the Purpose of Sarbanes Oxley Been Forgotten?" by Thomas A. Basilo, CEO, WS+B GA, Compliance Journal, September 28, 2005