Financial services organizations have always been early adopters of business intelligence (BI). The data volumes are large, the reporting requirements are stringent and the pressure to turn information into decisions quickly is constant. Many firms built out significant Tableau environments in the 2010s and those environments have grown in complexity ever since. Today, many of those same firms…
On June 29, 2026, Governor Gavin Newsom signed Senate Bill 122 (SB 122), the budget trailer bill for the 2026–27 fiscal year, expanding California’s sales and use tax base to include certain digital software transactions, effective January 1, 2027. Under the new legislation, California’s 7.25% statewide sales and use tax, plus any applicable local district…
IRS Chief Tax Compliance Officer Jarod Koopman recently indicated that the IRS is considering creating a portal, in light of Kwong v. United States, 178 Fed. Cl. 295 (2025), to help taxpayers who may be entitled to refunds of COVID-era interest and penalties submit and track their refund claims. The announcement comes as the IRS…
This next generation of leaders step forward at a pivotal time for the Firm, bringing the technical expertise and strategic perspective needed to navigate continued growth, rapidly advancing technology and an ever-evolving industry landscape. Grounded in the Withum Way mentality, they will shape what’s ahead while preserving the culture that remains central to how the…
Introducing Our 18 New Partners
Add the latest insights to your equation, from accounting updates to advisory trends and tax developments that matter.