IRS 2023 Discount Factors for Insurers

By Allison Katz

Rev. Proc. 2023-41 was issued on December 7, 2023 detailing the discount factors for accident year 2023 in all future tax years as well as the discount factors for all years to be used in the 2023 tax year. Discount factors are provided for various lines of business and should be applied to both loss…

SEC Proposes Adjustments to Venture Capital Fund Thresholds 

By Allison Katz

In a concerted effort to adhere to the mandates outlined in section 504 of the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018, the Securities and Exchange Commission (SEC) has recently set forth a proposal for a rule amendment aimed at refining the definition of a “qualifying venture capital fund.” This strategic move…

MSO Compliance in the CPOM World

By Ruby Castaneda

Privately held medical practices have continued to attract more attention from outside investors (e.g., private equity) due to their highly fragmented and under-scaled nature relative to the broader healthcare industry. Their attraction as a potential investment class has given rise to an increasingly ubiquitous joint venture known as the MSO-PC Model, or simply, the MSO…

Cannabis Tax Frenzy

By Allison Katz

The cannabis tax community is abuzz with rumor and delight. The giddiness stems from a recent announcement by a publicly traded cannabis company that it obtained large tax refunds from the IRS, even though the company has been tightlipped about the reason for the refunds. The company announced nothing more than the amount of the…

Women’s History Month 2024: A Spotlight on Work-Life Integration

By Allison Katz

Women within the Financial Services Industry share advice on work-life integration and how they incorporate it into their own lives. The term Renaissance Man was coined in the 1400s by Leon Battista Alberti, the initiator of Renaissance art theory. The term, still used today, embraces being well-rounded, consistently challenging oneself to continue to grow and…

Withum Winter Interns Volunteer 166 Hours From Coast to Coast

By Ruby Castaneda

This month, as a part of Withum’s mission to instill volunteerism and philanthropy in emerging professionals, winter interns took to their communities to participate in give-back efforts for a variety of organizations. In East Brunswick, New Jersey, a small group of interns and staff members went to the Ronald McDonald House (RMH) to prepare special…

ASU 2022-04 Disclosure of Supplier Finance Program Obligations

By Allison Katz

Accounting Standards Update (“ASU”) 2022-04 Liabilities – Supplier Finance Programs (Subtopic 405-50): Disclosure of Supplier Finance Programs is effective for fiscal years ending on or after December 15, 2022, which means it is effective beginning with fiscal years ending on December 31, 2023. The purpose of this ASU is to provide information in the form…

5 Game-Changing Aspects of NetSuite ERP for In-House Accounting Teams

By Ruby Castaneda

In today’s fast-paced business landscape, optimizing accounting procedures is essential for success. Oracle NetSuite ERP (Enterprise Resource Planning) stands out as an indispensable tool for in-house accounting, offering a comprehensive, cloud-based solution that revolutionizes how companies manage their financial operations. Today, embracing NetSuite ERP is not just an option – it’s a strategic imperative. Let’s…