Unlocking R&D Tax Credits
By Allison Katz
Unlocking R&D Tax Credits is a two-part mini series designed to help food, beverage and consumer product companies understand how the R&D tax credit works — and how to claim it with confidence.
Insights
Behind the Numbers: How Expert Due Diligence Drives Confident Decisions and Protects Your Interests
By Allison Katz
In today’s fast-paced and interconnected business environment, the greatest enemy of knowledge is not ignorance; it’s the illusion of knowledge. As an investigator with decades of experience in law enforcement, legal practice, and corporate investigations, I have seen firsthand how hidden risks can undermine even the most promising ventures. For attorneys and business leaders, the…
Navigating an IRS Audit: Preserving Attorney-Client Privilege and Ensuring Compliance
When an attorney’s client receives an IRS audit notice, the process can feel overwhelming. It is essential to act strategically to protect attorney-client privilege while meeting all compliance requirements. Failure to do so can result in serious legal and ethical consequences. Below are key considerations for navigating this process effectively. Key Considerations Start by supplying…
DCAA Audit Update: Key Insights and Developments
In the ever-evolving landscape of government contracting, staying abreast of the latest trends and developments in DCAA audits is crucial for contractors. The key insights and changes in DCAA audit practices highlight the importance of understanding acceptable contractor business systems, the role of AI in audits, and best practices for ensuring compliance. By prioritizing documentation…
Withum’s 2026 State of the Firm Celebrates Growth
In 2025, Withum strategically expanded into three new markets—Houston, Chicago and Western New York—deepening its regional presence, broadening its service offerings and strengthening team expertise across the Firm. “As we navigated a year defined by disruption from AI acceleration, evolving private equity landscapes and an ongoing war for talent, our growth has come from staying true to who…
Impact of the US 100% Tariff Threat on Canadian Imports Brings Increased Uncertainty for Middle-Market Industrial Companies
By Allison Katz
The recent warning that our U.S. Administration may impose a 100% tariff on all Canadian imports if Canada moves forward with its developing trade arrangement with China has put North American supply chains on alert. Though the situation is still unfolding, this is yet another reason for global trade uncertainty, with the implications for middle-market…
Checklist: 90 Days to AI Readiness
How to Prepare Your SportsTech Company for a Financial Audit
By Allison Katz
As your SportsTech business grows, financial transparency is key. Whether you’re getting ready for an audit, planning an acquisition, or considering an IPO, it’s important to have strong financial systems. We’ve created an Audit Readiness Checklist for SportsTech Finance Teams to help guide you through every stage of growth. Audit Readiness Checklist for SportsTech Finance…
Why Every Professional Athlete Needs a Wealth Protection Strategy
Imagine earning millions during your career only to lose it all due to poor planning. Are your assets truly protected? When it comes to the earnings of a professional athlete, asset protection should be a top priority. Determining an appropriate strategy early in one’s career is key. A well-known example highlighting the importance of early…
How the OBBBA Is Reshaping Agribusiness
By Allison Katz
The One Big Beautiful Bill Act, commonly referred to as the OBBBA or OB3, remains a sweeping piece of legislation that brings significant changes to the financial and operational landscape of American agribusiness. For farm business owners, understanding and leveraging these changes can unlock new opportunities for growth, succession planning and risk management. Tax Relief…