Withum Rolls Out Withum Insurance Advisors (“WIA”) Withum is pleased to announce the rollout of Withum Insurance Advisors (“WIA”). WIA provides independent insurance and consulting services for your personal and business needs. As one of the most important financial instruments, insurance provides funding at exactly the moment needed. Unfortunately, it is also one of the…
Business landscapes are changing faster than ever, and competitive pressures are greater than ever. To keep pace in this dynamic environment and to lay the foundation for growth, firms are realizing that their historical processes and on-premise ERP systems are not adequate. They need to modernize their IT infrastructure with cloud ERP solutions in order…
Set Sail and Island Hop By Lore Bilbao This past May, I set sail aboard the Royal Caribbean Anthem of the Seas for a ten day trip, visiting four different islands. The cruise experience itself is an unforgettable one. Some of the activities for the guests were: surfing, sky diving simulations, rock climbing and trapeze…
Fair Access to Investment Research Act of 2017 Signed Into Law On October 6, 2017, President Trump signed into law the Fair Access to Investment Research Act of 2017 (FAIR). Under this law the Securities and Exchange Commission (SEC) is to establish and implement a “safe harbor” for research reports issued by broker-dealers which will…
Employee benefit and retirement plans are required to comply with a number of complex laws and regulations, and failure to do so can result in significant penalties and/or disqualification of a plan. If a plan were to be disqualified by the IRS all amounts in each participant’s account would then become taxable. That of course…
2017 Orlando Sentinel Top 100 Companies Withum was recently selected as one of the 2017 Orlando Sentinel Top 100 Companies. The list of “Top 100 Companies” was created by the Orlando Sentinel and Best Companies Group. This survey and award program was designed to identify, recognize and honor the best places of employment in Central…
Your Flood Insurance Questions Answered The 2017 Atlantic hurricane season has truly been a devastating one. Harvey was followed closely by Irma and then Maria. The Northeast was fortunate enough to avoid a direct hit, but as we watch the coverage of our neighbors to the South, we can’t help but wonder if this is…
On September 28, 2017, the Treasury Department’s Inspector General issued a comprehensive report to the Commissioner of the Internal Revenue Service (“IRS”) entitled “Review of Selected Criteria Used to Identify Tax-Exempt Applications for Review” (“Report”). The Report, which addresses the widespread political scandal, The Tea Party Scandal, that, to date, still affects the IRS and…
It has been a prolific year for Mother Nature and 2017 will be forever remembered as one of the most devastating years on record with regards to damage from natural disasters. The month of September alone felt a historic wrath from Mother Nature which included multiple category 5 hurricane touchdowns on U.S. soil, two 7+…
Leadership – Five Easy Steps “They are my people! I am their sovereign! I LOVE them. Pull!” – King Louis quote from “History of the World” by Mel Brooks For many Brooks’ fans, this classic scene epitomizes what it is like not to be a leader; turning one’s subjects into human clay pigeons for sheer…