Focusing on all the areas of your labor union’s operations can hold many challenges. Government regulations are continually changing and keeping pace with those changes while having your members’ best interests at heart requires time, resources and expertise. Withum’s Labor Organization Services Team can provide you with experienced professionals specializing in supporting all aspects of your organization’s business needs.

Our team has experience assisting private and public sector labor organizations and unions, political organizations, related building corporations, scholarship funds and labor-management funds to achieve their goals. Whether looking to enhance financial reporting and better comply with the maze of regulations and rules or increase performance to work more efficiently and effectively, Withum offers a solution for these challenges.

Comprehensive Services to Improve Labor Organization Operations and Compliance

Labor Organization Accounting and Advisory Services

  • Financial Statement Audits
  • Beck Calculation Audits
  • IRS and State Tax Compliance: Forms 990, 990-T and State Reporting
  • Forensic Auditing
  • Budgeting
  • Internal Control Evaluation and Consulting
  • LMRDA Compliance Including LM Preparation, Review and Consulting

Labor Organization and Union Industry Challenges and Trends

Ensuring you’re following government guidelines and compliance rules properly can be overwhelming as these rules and regulations can sometimes be confusing or hard to interpret. We offer you “peace of mind” by helping you stay compliant with the Department of Labor Office of Labor Management Standards (OLMS) and Internal Revenue Service (IRS).
Our Solutions

Finding ways to keep current members engaged and advocating for the benefits of membership is a current focus for labor organizations. Intranets, member portals and dashboards are effective tools to increase insightfulness, communication and engagement.

Our Solutions

Safely housing union member data is a top concern with data piracy on the rise. Do you have ample policies, systems and best practices in place to protect member data and internal and external controls? Assessments can help you create a data security plan that fits your organization’s data security needs.
Our Solutions

Leadership

Brian S. Garstecki

Partner, Practice Leader

Washington, DC

Scott M. Price

Partner

Washington, DC

David P. Dorsey

Partner

Washington, DC

Nadia-Maria C. Matthie

Partner

New York, NY

Lawrence R. Beebe

Emeritus Partner

Washington, DC

Mark A. Buckberg

Partner

Washington, DC

Barry T. Omahen

Partner

San Ramon, CA

Joseph M. Thiermann

Partner

San Ramon, CA

Michelle L. McCann

Partner

San Ramon, CA

Richard Thiermann

Partner

Irvine, CA

Kyle S. Whittemore

Partner

San Ramon, CA

Sunyoung “Sunny” Baek

Partner

San Ramon, CA

Donnie Springer

Partner

San Ramon, CA

Jessica R. Roster

Partner

San Ramon, CA

Nick Browning

Partner

Portland, OR

Jasmine S. Baker

Partner

San Ramon, CA

Sue Weaver

Principal

Washington, DC

Richard Ruvelson

Principal

Washington, DC

Testimonials

We are thrilled to have made the change to Withum. Withum is a complete full-service organization that has put the Local's best interests first. We are working with their OASyS practice, which has helped tremendously in meeting our accounting and finance commitments - with OASyS, we're getting better information faster, and have more confidence in our reporting.

Jeffrey Munyan, Assistant Business Manager | IBEW Local 1289