Withum’s Ed O’Connell Named NJCPA President-Elect

By Whitney Irish

Withum is proud to share that Ed O’Connell, Partner and Lead of Withum’s International Financial Reporting and Multi-National Organizations Practice, has been named President-Elect of NJCPA for the 2022-2023 year. Ed has over 25 years of experience in the industry, with an extensive background in business advisory, audit, financial reporting and complex accounting. He has…

Monetized Installment Sales: The Newest Member of the IRS’ “Dirty Dozen”

By Allison Katz

The IRS’ “Dirty Dozen” is an annual list warning taxpayers of abusive tax arrangements, schemes, scams, and shams. It’s no surprise to see “Monetized Installment Sales” (“M453”) join the “bad boys” of tax schemes as the IRS has recently alluded to the problematic structure (including the investigation of M453 promoters and the release of Chief…

Superfund Excise Taxes Reinstated July 1, 2022

By Allison Katz

The Infrastructure Investment and Jobs Act (IIJA), enacted into law on November 15, 2021, reinstated and modified two Superfund excise taxes, effective July 1, 2022. The first is the tax on chemicals under section 4661 and the second is the tax on imported substances under section 4671. These excise taxes were initially introduced in 1980…

Former Big 4 Managing Director Ed Keck Joins Withum to Lead Cyber and Information Security Practice 

By Whitney Irish

Withum, a top 25 public accounting and advisory firm, welcomes experienced cybersecurity professional, Ed Keck, as a Partner and Market Leader of the Firm’s Cyber and Information Security Practice. Cybersecurity for business is facing increasing demand due to a rise in cybercrime and executives’ desire for protection, fraud prevention and incident response. I am excited…

IRS Issues Favorable QSBS Tax Ruling for Businesses

By Allison Katz

On May 27, 2022, the IRS released its sixth pronouncement regarding the types of businesses that can qualify for the qualified small business stock (QSBS) exclusion. The ruling is the fourth time the IRS has addressed the health exclusion in section 1202(e)(3), the third time it has addressed the exclusion for businesses where the principal…

Power BI and Salesforce: Make the Right Connection

By Allison Katz

In this blog post, I will share my recent experience leveraging Power BI (PBI) to perform analysis on Customer Relationship Management (CRM) data captured using Salesforce, such as performance trends and opportunities for a client. Our client primarily lives in this CRM and has custom reports created using standard and custom objects and fields. The…

Jenn Mutunga Named MassCPA Rising Star

By Whitney Irish

Withum is excited to share that Jenn Mutunga, Senior Accountant, was honored by MassCPA (the Massachusetts Society of CPAs) as the Rising Star for May 2022. Jenn has over nine years of experience in the industry specializing in audits. She currently does Commercial Audits and is a member of Withum’s Employee Benefit Plan Services Team…