Withum Welcomes Glick & Associates to the Firm

By Krysten Hambrook

On November 15, 2021, Glick & Associates, a public accounting firm headquartered in San Francisco, CA, joined its practice with Withum, a nationally recognized CPA and advisory firm with 15 offices and annual revenue of $330M, ranking in the top 25 firms in the country. Jeffrey M. Glick, CPA, MST, current managing partner of Glick…

Bill Hagaman Establishes First-Generation Student Endowed Scholarship at Stockton University

By Krysten Hambrook

Withum’s Bill Hagaman, Managing Partner and CEO, became the first graduate to receive the Outstanding Alumni Award from Stockton University School of Business for his endowment of the University’s First-Generation Student Endowed Scholarship. The scholarship pays homage to Hagaman’s experience at Stockton, which he attributes to launching his successful career leading a top-25 public accounting…

Agility Series: Choosing the Right Project Management Model

By Krysten Hambrook

What’s a Project? As per Project Management Institute (PMI), the definition of a project is a “temporary effort to create value through a unique product, service or result.” When a new project is started, the next question is, how is it going to be implemented and delivered to the end-users? End-users can be internal users…

Review Your Hospital’s Community Health Needs Assessment and Implementation Plan!

By Krysten Hambrook

The Patient Protection and Affordable Care Act (“ACA”) added new requirements that tax-exempt hospital organizations must satisfy in order to be described in Internal Revenue Code (“IRC”) §501(c)(3). Under IRC §501(r)(3) an organization that operates one or more hospital facilities must conduct a Community Health Needs Assessment (“CHNA”) and adopt an implementation strategy at least…

House Passes Infrastructure Bill

By Krysten Hambrook

On November 5, 2021, the House finally managed to pass the $1 trillion, bipartisan infrastructure bill (2,740 pages) that was passed by the Senate on August 10, 2021. House progressives agreed to decouple this bill from the larger reconciliation bill (i.e., the Build Back Better Act) because they secured a written agreement from moderate Democrats…

Money is on the Table: Claim the Employee Retention Tax Credit!

By Krysten Hambrook

Although the Employee Retention Credit (ERC) is expiring at the end of 2021, there’s still time for eligible businesses, including tax-exempt organizations, to claim this very beneficial tax credit. What is this “ERC” You Speak Of? In March 2020 legislation was passed to provide immediate relief to individuals, businesses, and exempt organizations, in response to…

Case Study: Commercial Electric Vehicle Manufacturer Positioned for Transaction with Strategic Investor

By Krysten Hambrook

Learn how Withum’s Manufacturing and SEC Services Teams positioned a commercial electric vehicle manufacturer to partner with a strategic investor to support their journey on the road to become a publicly-traded company. Download a PDF of this case study. Executive Summary A manufacturer of zero-emissions electric vehicles for commercial delivery and passenger transportation innovated their…