Let’s explore how Professional Employer Organizations (PEOs) work, key retirement plan options, and the tax benefits and trade-offs that come with each. What Is a Professional Employer Organization (PEO)? When a small business considers hiring additional employees, several challenges may arise, such as recruiting and hiring, benefits and payroll administration, and compliance assistance. A Professional…
Restaurants are at the heart of America’s small business economy. We all have fond memories of celebrating life events at our favorite restaurants, leading to a lifetime of consumer loyalty. However, a bad experience at a specific dining location, can make us swear never to return. This is the dilemma of the restaurant industry. A…
President Donald Trump’s signing of the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, introduces significant changes and new tax provisions that have a crucial and immediate impact on the fintech sector. The changes include restoring full research and experimental expenditures (R&E) expensing, increasing the deductibility of business interest expense and expanding…
Quick Wins with HubSpot: Boost CX and Insights with These 5 Practical Tips In today’s competitive landscape, middle market companies must move fast, stay agile and consistently deliver value to customers. Many already use HubSpot, but its full potential often goes untapped, especially when it comes to improving customer experience (CX) and gaining actionable insights….
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, contains provisions relating to pass-through entity taxes (PTETs) that are seen as favorable for taxpayers, especially investment management companies in the financial services world. While previous House and Senate bills would have limited the availability of PTET deductions, no such language…
Withum expands into Upstate and Western New York, strengthening Healthcare, Audit, Advisory and Tax practices. Withum is excited to announce that on August 1, 2025, Freed Maxick, P.C., a public accounting, tax and business advisory firm headquartered in Buffalo, NY, joined its practice with Withum. Freed Maxick’s 36 partners and approximately 325 team members will…
From Setup to Success: Your Roadmap for an Efficient HubSpot Sales Hub Launch Implementing the HubSpot Sales Hub can feel like a monumental task, especially for middle-market companies in the manufacturing and distribution sectors. However, with a clear roadmap, achieving efficiency doesn’t have to be complicated. By focusing on quick wins and optimization, even a…
Withum is proud to share that the Los Angeles Business Journal (LABJ) has named Aza Ghazaryan, Partner, and Kerra Diener, Partner, on their Leaders of Influence: Women in Accounting list for 2025. Aza Ghazaryan CPA, MBA, is a tax partner with over 15 years of experience in helping business minimize their tax liability. She provides…
Learn how Withum helped a leading New Jersey health system’s successful implementation of updated professional service agreements. Download a PDF of this case study Executive Summary Withum was engaged by the CFO of a leading New Jersey health system (the “System”) to provide insight and assistance on renegotiating its professional service agreement (“PSA”) and practice…
Learn how Withum prepared a strategic valuation for a Gastroenterology practice, leading to their successful acquisition by a health system. Download a PDF of this case study Executive Summary Withum was engaged by the CFO of a regional not-for-profit community hospital to determine the strategic value of a lucrative gastroenterology practice the hospital was pursuing…