As partner-in-charge of Withum’s Los Angeles office, Chris plays a pivotal role in the Firm’s growth on the West Coast. With nearly 25 years of experience in the profession, he specializes in assurance and business consulting services to emerging and middle-market companies. In addition to serving technology companies and professional services firms, Chris holds an advanced-level certificate in 401(k)…
Kerra Diener is a partner in Withum’s Los Angeles, CA office, advising multinational and multistate businesses on complex federal and state tax matters. Known for her specialized technical depth, she helps corporate and private clients across industries, including industrial and consumer products, real estate, theatre and entertainment and cannabis, with expertise spanning tax planning, compliance, M&A and consulting. The accolade…
Healthcare IT teams don’t have the luxury of lengthy, speculative technology projects. When you’re balancing clinical operations, regulatory compliance and a long list of competing priorities, a healthcare business intelligence (BI) migration that drags on for a year simply isn’t realistic, even if the outcome would be worth it. That’s why the conversation about moving from Tableau to Power BI has stalled…
For high-net-worth individuals and retirees, Roth conversions represent one of the most powerful levers in tax-efficient retirement planning. At their core, Roth conversions allow taxpayers to control when they pay taxes – but when layered with thoughtful timing and geographic planning, they can significantly reshape long-term financial outcomes. By coordinating income levels, future tax expectations and…
A Congressional discussion draft released May 12, 2026, would significantly expand the information that tax-exempt hospitals must report annually on their Form 990. The draft amends Section 6033 of the Internal Revenue Code by adding a new subsection (p) and would apply to every organization described in IRS Code Section 501(r)(2) that is required to…
Many content creators don’t start trying to build a business. You post, you grow an audience, you land a brand deal, and suddenly money comes in from multiple places. Income becomes unpredictable, expenses pile up, and taxes feel confusing and overwhelming. You might have a “great year” online yet still feel broke or shocked by…
Form LM-2 reporting is a key component of how labor organizations demonstrate financial transparency and meet federal compliance requirements. Recent changes from the U.S. Department of Labor (DOL) represent a meaningful shift in reporting expectations, particularly for larger organizations. The DOL has finalized significant revisions to labor organization financial reporting under the LMRDA, effective for fiscal years beginning on or after July 1, 2026. These changes represent the most substantial…
For today’s e-commerce companies, the customer journey rarely starts with a search. More often, it begins with a scroll. Social media has evolved from a marketing channel into a measurable driver of e-commerce sales, influencing how customers discover products, build trust, and make purchasing decisions. For Withum’s e-commerce clients, this shift creates real growth potential…
The announcement on May 21, 2026, that Universal Music Group (UMG) and Spotify are partnering on a new AI-powered music initiative is one of the latest advancements at the intersection of artificial intelligence and the music industry. And yet, something about it strongly echoes a past deal between the two, when they also joined forces…
When someone says, “just build it in Power Apps,” the next question should always be: which one? Power Apps isn’t a single tool. It’s four different app types, each built for a different audience, a different data scale and a different level of technical skill. Picking the wrong app costs real time and money. This guide helps you pick the right one before you start…