Withum’s Insurance Services Team offers specialized advice, key marketplace insights and solid preparation to help our clients meet the challenges that lie ahead. We gives our clients a competitive edge.
Collectively, the team has specialized experience in areas of tax, audit, corporate governance and IT consulting, offering our clients some of the most qualified services available. This team of talented professionals has been a valued partner to companies of all sizes in life and health, property and casualty and health care insurance sectors for decades. In addition, we do extensive work with HMOs, re-insurers, third-party administrators, captives and self-insured organizations, including those in the trade and construction business.
The question of who qualifies as a “limited partner” for purposes of Section 1402(a)(13) is now before the federal appellate courts, with potentially significant implications for partnerships and their owners. What began as a dispute over a narrow statutory exception for limited partners has evolved into a fundamental debate over whether self-employment tax liability should…
Tokenized stocks are getting closer to becoming a reality in the U.S., and us accountants will soon have to review and audit them. These digital versions of stocks don’t always act like the regular shares we’re used to. As Nasdaq and the NYSE work on blockchain‑based versions of stocks, accountants need to prepare for assets…
On March 31, 2026, the Department of Labor (DOL) issued a proposed rule specific to 401k plans on “Fiduciary Duties in Selecting Designated Investment Alternatives.” This comes at a time when alternative investments are becoming more widespread. While alternative investments may have triggered this proposed ruling, the more important takeaway is how the DOL is…
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