Our Tax Service Offerings

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Why Withum?

For over 40 years, our tax advisors have been helping businesses large and small with planning, preparation, and compliance. As a nationally recognized Top‑25 firm and independent member of the global HLB network, we offer deep expertise in international, federal, state, and local tax and develop cost‑effective tax strategies wherever you operate.

Connect with Our Leaders

Steve-Talkowsky_Web
Partner, Managing Director, National Tax Services
Holmdel, NJ

Tax Insights

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international tax year-end planning
International Year-End Tax Planning 2026

Most OBBBA international provisions apply to tax years beginning after December 31, 2025, so 2026 is the first year in which calendar-year groups compute net CFC tested income (NCTI), foreign-derived deduction eligible income (FDDEI) and the revised base erosion and anti-abuse tax (BEAT) under the new rules. This summary addresses the rules that govern 2026…

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Empowering Domestic Enterprises: Financial Breaks, R&D Grants, and Growth Policies for Innovation and Talent Retention.
Why R&D Tax Credit Audits Can Be Won or Lost on Documentation, Not Technical Merit

Many taxpayers assume that if they perform legitimate research and development activities, they are automatically entitled to claim the federal Research & Development (R&D) tax credit under Internal Revenue Code (IRC) §41. While technical innovation is certainly a prerequisite, recent IRS guidance and court decisions have highlighted a reality that many businesses overlook: R&D tax…

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Glowing futuristic real estate investment concept with 3d miniature buildings gold coins and upward financial charts on a digital tablet.
Section 1031 Exchange Requirements for Real Estate Investors

A Section 1031 exchange is a powerful tax-deferral strategy available to real estate investors. By exchanging investment or business-use real property for other qualifying real property, investors can defer recognition of gain and continue to reinvest their capital. Understanding the key requirements before a transaction begins can make the difference between a successful tax deferral…

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Illinois AIM Tax Credit: Does Your Company Make a Critically Needed Good?

Part 2 of a three-part series on the Illinois Advancing Innovative Manufacturing (AIM) Tax Credit. Read Part 1. For companies evaluating eligibility for Illinois’ AIM Tax Credit, a key question is whether what they make qualifies as a “critically needed good.” If you have an elementary-age child or tween who has joined the NeeDoh craze,…

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For more information or to discuss your business needs, please connect with a member of our team.