Case Study: From Paper to Digital – How a Defense Contractor Modernized Document Management with SharePoint

By Whitney Irish

Learn how Withum helped a defense contractor digitize paper records, leveraging SharePoint to improve audit readiness and document management. Executive Summary A Hawaiian-based defense contractor faced critical operational and compliance risks due to thousands of paper-based records stored across offices and off-site trailers. Withum’s Digital Solutions Team led a records digitization initiative leveraging Microsoft SharePoint,…

PE Playbook Series: Purchase Accounting and Purchase Price Allocation

By Ruby Castaneda

Purchase Accounting and Purchase Price Allocation (PPA) is a critical process in the private equity market and is most prevalent in the mergers and acquisitions (M&A) process. It involves allocating the purchase price of an acquired company to its identifiable assets and liabilities. This process ensures that the financial statements of the acquiring and acquired…

International Year-End Planning Considerations for Taxpayers

By Krysten Hambrook

Navigating the complexities of international taxation requires a comprehensive understanding of evolving regulations and strategic planning. This overview encompasses key aspects of current tax landscapes that are essential for companies operating internationally. One Big Beautiful Bill Act (OBBBA) International Provisions Major International Tax Changes Made by OBBBA – Effective January 1, 2026: Examination of Select…

Year-End State and Local Tax Planning

By Krysten Hambrook

As states continue to adapt to the post-Wayfair landscape, the initial focus on establishing economic nexus thresholds has largely stabilized. With these standards now firmly in place, many jurisdictions are shifting their attention toward expanding the sales tax base or adding other indirect taxes or fees. This includes broadening the scope of taxable items and…

Year-End Wealth Management Strategies

By Krysten Hambrook

At Withum Wealth, we believe that a large part of long-term financial success is planning ahead. For this year-end planning guide, we have included a list of actions to consider in this dynamic financial environment. Year-End Planning Checklist Budgeting Portfolio Review Retirement Savings 2025 MAGI Limits Single Married Filing Jointly $150,000 – $165,000 $236,000 –…

Global (and Domestic) Transfer Pricing Strategies

By Krysten Hambrook

Transfer Pricing has been a hot topic and the biggest tax uncertainty for multinationals for years; somehow, it just keeps getting hotter. The global trade uncertainty that’s driven by the U.S. administration increase in tariffs for products crossing into the U.S. border is amplifying the need for strategic, transactional transfer pricing. With multinationals transferring products…