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Understanding R&D Tax Credits in the Software Industry

Innovation is the foundation of the software industry. From developing proprietary platforms to refining algorithms and deploying advanced AI models, software companies continuously invest in research and development to stay competitive. What many companies don’t realize is that these efforts may qualify for one of the most valuable tax incentives available, the Research & Development…

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Democratization of Financial Markets: Inflection Point or Illusion?

For decades, access to private markets has been largely reserved for institutional investors and a narrow segment of high-net-worth individuals. Today, that paradigm is being challenged. Recent regulatory signals suggest a meaningful shift, one that could redefine how retail capital participates in private investments. At the center of this evolution is a fundamental question: Are…

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The Warning Signs That Your Finance Function Needs to Evolve

There’s a moment that many CFOs and finance leaders know well; something feels off, but you can’t quite put your finger on it. The close is taking a little longer. A report gets questioned in a leadership meeting. Someone builds another workaround in a spreadsheet. Nothing is broken, exactly. But something isn’t right. That feeling…

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Withum’s Law Firm Managing Partner Interview Series

Withum’s Law Firm Managing Partner Interview Series highlights managing partners of law firms across the country.

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DOJ Reschedules Certain Marijuana Products to Schedule III: What Operators Need to Know 

On April 22, 2026, the U.S. Department of Justice (DOJ), through the Drug Enforcement Administration (DEA), issued a final order rescheduling certain marijuana-related products from Schedule I to Schedule III of the federal Controlled Substances Act (CSA). While this action is limited in scope, it carries significant regulatory and federal tax implications, particularly for state-licensed…

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