In the dynamic world of marketing, creativity and strategy reign supreme. But behind every successful campaign and client win lies a financial engine that must run smoothly to support growth. As marketing agencies scale rapidly, many are discovering that traditional financial management models no longer meet their evolving needs. Enter outsourced CFO services – a…
Pat Walsh, Managing Partner and CEO, was recognized for his visionary leadership in elevating Withum as a top-25 advisory, accounting and tax firm. Since taking the helm in 2023, Pat has driven consistent year-over-year growth, including strategic expansions in 2025 in Chicago, Houston and Western New York. Pat’s leadership has advanced firmwide initiatives that strengthen…
When we think of internal fraud within a dealership, the focus generally falls on the accounting staff – those with direct access to withdraw funds. But fraud can occur in less obvious ways, still with staggering impacts on the bottom line. How much input do managers have on your monthly financial statement results? General managers…
We are continuing to see the expansion of the MSO-PC (Management Services Organization-Professional Corporation) structure within the healthcare space. This structure is an arrangement that allows licensed professionals, including physicians, dentists, and other healthcare providers, to maintain legal control over a medical practice, the PC, while there is a separate entity, the MSO, which provides…
As a tax accountant, his specialties include Business Tax Services, Private Client Services, and Estate and Trusts Services. Joel’s extensive knowledge in federal and state tax laws, his ability to craft tailored tax strategies for his clients, and his advisory work with charitable organizations position him as a premier financial adviser for the Firm, the industry and the…
On January 16, 2026, the U.S. Court of Appeals for the Fifth Circuit issued a split decision (2–1) in Sirius Solutions v. Commissioner, a case with significant implications for partnership taxation. The ruling addresses the scope of the self-employment tax exclusion under Internal Revenue Code §1402(a)(13) and could reshape tax planning for limited partners in…
Women’s health is undergoing a major shift after the FDA announced it will remove the long-standing “black box” warning from menopausal hormone replacement therapy (HRT). This update, based on new research showing that HRT is less risky than previously thought, aims to provide patients and providers with more balanced information. This presents a rare opportunity…
A Game-Changing Approach to Tax Operations The Tax Transformation platform integrates key operational systems to create seamless workflows that enable dynamic insights, intelligent automation and improved collaboration across teams. By leveraging advanced AI capabilities and real-time data analytics, the platform transforms the Firm’s internal operations. “Tax Transformation will inherently change how we approach tax operations,…
Guidance for Organizations Navigating AI Risks and Governance As artificial intelligence (AI) technologies become increasingly integrated into workplace operations, organizations face new opportunities and challenges. While AI can enhance productivity, automate processes and drive innovation, it also introduces risks related to data privacy, legal exposure and ethical use. To address these complexities, implementing a robust…