Tax Reform Impact on Hospitality and Vacation Ownership

By Krysten Hambrook

On Friday, December 22, 2017, the Tax Cuts and Jobs Act legislation was signed by President Trump – a historic event by anyone’s standards. The following is a targeted discussion of the provisions in the law that will most impact businesses in the hospitality and vacation ownership industries. Unless otherwise noted, the changes are effective…

How the Tax Act Changes Meals and Entertainment Expenses

By Krysten Hambrook

Share The “Tax Cuts and Jobs Act” (the Act) made significant changes to the provisions that affect a business’s ability to deduct meals and entertainment (M&E) expenses. Of note, the Act eliminated an employer’s ability to deduct entertainment expenses whether business related or not. The Act also significantly limited an employer’s ability to deduct expenses…

SAFE for Startups: Where Does This Go On Your Balance Sheet?

By Krysten Hambrook

There are several options currently out there for startups looking to structure investments. One of the more traditional and commonly known avenues to secure early-stage financing is via convertible notes. Another option that is becoming more common in the marketplace is SAFE (simple agreement for future equity). Convertible Notes The underlying concepts of a convertible…

Tax Reform Adds Another Limitation on Real Estate Losses

By Krysten Hambrook

Ever since the enactment of the passive loss rules in 1986, real estate businesses have had three hoops to jump through before their losses could be deducted: basis, at-risk and passive loss limitations. While the Tax Cuts and Jobs Act is generally real estate-friendly, Congress effectively added a fourth hurdle by creating the excess business…

Additional Tax Exemption for Military Veterans in New Jersey

By Krysten Hambrook

Additional Tax Exemption for Military Veterans in New Jersey Beginning in the 2017 tax year, New Jersey will allow an additional $3,000 exemption for military veterans. An individual is eligible to claim this exemption on their state income tax return if they are a military veteran who was honorably discharged or released under honorable circumstances…

Case Study: AZ Container Freight Streamlines and Decentralizes Loading Dock Operations Across the Country

By Krysten Hambrook

Share Learn how a national container freight company streamlined processes and advanced infrastructure technology through the implemention of a turnkey, handheld system. Download a PDF of this case study. Executive Summary With Withum’s previous successful involvement with the company’s back office systems, they were asked to help simplify AZ Container Freight’s container shipping import and…

How Microsoft 365 is Solving Life Sciences’ Top 5 Challenges

By Krysten Hambrook

Microsoft is known for creating top-notch, stand-alone platforms with robust capabilities and enterprise grade security features. Unfortunately, they’ve also developed a reputation of a laggard when it comes to integrating their products, and implementing collaboration features into their software. However, with the recent release of Microsoft 365, we’re starting to see the tech-giant shift away…

Tax Court Decision on Doctor’s Repayment of Loan

By Krysten Hambrook

The United States Tax Court recently examined the tax treatment of a loan extended by a healthcare provider to a newly recruited physician in Salloum v. Commissioner, No. 17709-15, T.C. Memo. 2017-127 (T.C. June 29, 2017). In its decision, the Tax Court agreed with the Internal Revenue Service (“IRS”) and held that the amount transferred…

Managing Your Vacation Ownership’s Digital Security Requirements

By Krysten Hambrook

Today, many companies, including those in the vacation ownership industry, are being asked to complete detailed cybersecurity and IT infrastructure questionnaires by their biggest and best customers. For many organizations, the requests are becoming much more frequent. The completion of these digital security questionnaires require the time of senior IT and Security resources; time which…

How the New Tax Law Impacts Retirement Plans

By Krysten Hambrook

The Tax Cuts and Jobs Act (“Act”) represents the most comprehensive change to the tax law in over three decades. A common question echoes, how will the new tax law impact me? While many of the provisions of the Act, that took effect on January 1, 2018, will have a significant impact on businesses and…