Withum is excited to announce that its Orange County office in Irvine, CA, is relocating to a new, larger space just down the street. The new office is located at 200 Spectrum Center Drive, Suite 1700, and is scheduled to open in December 2025. The new office conveniently remains in the same central business and…
Many modern organizations run Microsoft Copilot pilots to validate whether the $30 per user per month subscription delivers enough value. The success of that pilot often determines how quickly and broadly the company moves forward with full license adoption.Generative AI isn’t like most technologies; its intelligence can feel uneven. Beyond factors like prompt engineering and…
The Research & Development (R&D) Tax Credit is a tax incentive that can be applied as a dollar-for-dollar offset against a company’s tax liability if the company engages in activities related to the design and development of a product, process, formula, invention, software or technique within the United States. Additionally, start-up businesses with less than…
How targeted tax review and technical expertise delivered over $720,000 in refunds and credits for a pre-revenue life sciences company. Executive Summary The client engaged Withum to uncover and resolve significant tax compliance issues, including misapplied R&D capitalization and overlooked Foreign Derived Intangible Income (FDII) deductions. Through Withum’s deep technical expertise and proactive approach, the…
1099 filing season is approaching, and now is the time to review your vendor information to ensure everything is in order come January. Getting ahead on preparing 1099 forms will save you time and reduce stress as the deadlines approach. This guide explains key requirements for 2026 filing, including updates, e-filing rules and important deadlines…
Withum is proud to share that Forbes has named two partners to its 2025 Top 200 CPAs in America List. Russell Goldberg is the Partner-in-Charge of the Firm’s Orlando and Boca Raton offices. Forbes recognized him for his leadership positions and community initiatives within the Firm and the Sunshine State. Russell has more than 35 years of experience…
Withum hosted an exclusive Open House at its Boca Raton, FL, office for an evening of connection and celebration. Withum partners and team members, business leaders, community partners, clients, and friends gathered to celebrate the Firm’s first year in the Boca office and toast to the City of Boca Raton’s 100th anniversary milestone. The theme…
As the year winds down, it’s essential for businesses to take a proactive approach to their year-end accounting and financial reporting processes. A well-executed year-end close process ensures that accounting records present the most accurate picture for the end user, whether it be internal management, investors or your accounting firm. Closing the books in a…
As e-commerce businesses scale, financial transparency becomes essential. Whether you’re preparing for an external audit, a strategic acquisition, or an IPO, having the right financial infrastructure in place is critical. That’s why we have developed a comprehensive Audit Readiness Checklist for E-Commerce Finance Teams, designed to guide you through every stage of growth. Audit Readiness…
When a loss corporation with tax attributes such as NOLs, tax credits or other tax attributes experiences a change of control from an acquisition or through a significant capital raise from new investors, calculating the corporation’s Section 382 limitation must be given careful consideration. The rules are complex and nuanced, and the correct application of…