State and Local Tax Considerations for Warehouses, Production Facilities and Distribution Centers

By Allison Katz

Several companies have indicated their intent to invest in domestic manufacturing including Apple, NVIDIA, J&J, Roche. There are several state and local tax considerations in deciding where to select a location for a warehouse, factory, production facility, 3PL or distribution center. These considerations include income/franchise, sales/use and property taxes. Here are several state and local…

QSBS After the OBBBA: What Healthtech Startups and MSOs Need to Know

By Allison Katz

The MSO-PC model remains the prevailing structure in Healthtech, especially when navigating the restrictions of the corporate practice of medicine. Healthtech startups using MSO-PC models can structure their MSO entities to qualify for Qualified Small Business Stock (QSBS) treatment, while keeping the PC compliant with medical practice laws. The One Big Beautiful Bill Act, commonly…

Overpayment Recovery: The Often Overlooked Oversight Responsibility of Plan Sponsors

By Allison Katz

When a plan sponsor hires a third-party administrator (TPA) or insurance company to administer its self-insured health plan, it’s easy to assume overpayment recoveries are being handled. But that assumption can be costly. One area where plan sponsors routinely fall short in their oversight responsibilities is in monitoring overpayment recovery efforts, a critical component of…

The Cost Basis Crisis: Why Crypto Founders Are Struggling and What Withum Is Doing About It

By Allison Katz

As crypto continues to evolve from fringe innovation to mainstream finance, one issue remains stubbornly unresolved: cost basis tracking. It’s the silent threat lurking beneath every wallet, every transaction, and every token event. And for founders, investors, and crypto-native businesses, it’s becoming a source of operational risk, financial exposure, and regulatory vulnerability. The Problem: Crypto…

What Washington’s October 2025 Law Changes for Professional Service Firms

By Allison Katz

Washington state will expand the breadth of its sales tax laws, effective October 1, 2025, which could catch professional service firms off guard. While traditional legal and accounting services are exempt from sales tax, the ripple effects of this change could still substantially impact professional services firms, albeit in subtle but significant ways. What’s Changing?…

AI-Powered E-Commerce: How Top Brands Are Using Intelligence to Build Loyalty, Drive Growth and Redefine Retail

By Allison Katz

Ready or not, AI is already the engine powering the most successful e-commerce brands today. From personalized shopping experiences to predictive inventory management, AI-powered e-commerce is fundamentally changing how companies engage with customers, optimize operations and scale their brands. Why AI-Powered E-Commerce Matters With over 2 billion people shopping online globally, e-commerce brands face the…

ASU 2024-01 – Scope Application of Profits Interest and Similar Awards

By Ruby Castaneda

In 2024, the Financial Accounting Standards Board (the “FASB”) released updated guidance for the treatment of profits interest awards as part of Accounting Standards Update (“ASU”) 2024-01. That update is now effective for public business entities for annual and interim reporting periods beginning after December 15, 2024. The new guidance will be effective for all…

Cyber Insurance Coverage: What Businesses Should Know

By Krysten Hambrook

Cyber-attacks on private, public and government information systems continue to rise in both frequency and complexity. These attacks range from cybercriminals to nation-states and today’s attackers are more disciplined, sophisticated and aggressive than ever before. Today’s attackers are well-organized, often blending criminal operations with nation-state tactics. As these risks grow, organizations are increasingly turning to…