Shleifer Case Highlights Tax Trap for the Unwary

By Ruby Castaneda

Receiving notice that you are being audited by the IRS is stressful, but losing an IRS audit that you should have won is far worse. That’s what happened to the Shleifers. They made procedural errors in their refund claim and subsequent audit that later prevented them from asserting a valid argument in court. The mistake…

Maximizing HubSpot CRM Value With Integrated Marketing Systems

By Ruby Castaneda

Are Disconnected Systems Hurting Productivity? Boost Growth with Integrated Marketing Systems by Optimizing Your HubSpot CRM. Fragmented and disconnected tech stacks don’t just hurt marketing – they can hinder your entire revenue team. If your business already uses HubSpot but isn’t leveraging its full potential, you’re likely leaving value on the table. Optimizing your existing…

Senate Passes Federal Tax Reform: How Will It Impact You?

By Ruby Castaneda

The Senate passed its amended version of the One Big Beautiful Bill today, more than a month after the House passed its version of the bill. Vice President Vance cast the tie-breaking vote to push the Senate’s amended bill through. Republican Senators Rand Paul, Susan Collins and Thom Tillis voted against the bill’s passage. The…

Withum Names Fifteen New Partners

By Ruby Castaneda

Withum is proud to announce its 2025 New Partner Class I’m honored to introduce Withum’s new class of partners. This group exemplifies a commitment to excellence and innovation and has demonstrated a dedication to our core values. Their diverse backgrounds and expertise will further enhance the Firm’s capabilities and help us build an even brighter…

Withum Announces 2025 Firmwide Leadership Transition

By Ruby Castaneda

Exciting things are happening at Withum! The Firm is thrilled to announce exciting leadership changes beginning on July 1, 2025. A fresh class of leaders will take the helm across industry and service teams, regional divisions and internal departments. These talented professionals were selected based on their technical expertise, strong leadership capabilities and unwavering commitment…

Florida Repeals the Business Rent Tax

By Tanina Khanuja

Governor DeSantis aimed to relieve the tax burden on businesses by signing legislation to eliminate Florida’s business rent tax. The measure, enacted through House Bill 7031, phases out the tax on commercial leases by October 1, 2025, marking a big win for Florida’s business community. Florida has long been the only state in the U.S….

7 Signs It’s Time to Rethink Your Real Estate Accounting Strategy

By Allison Katz

Managing a real estate portfolio can be both rewarding and complex, with numerous financial and operational tasks demanding your attention. As you pursue your passion and grow your portfolio, you will realize there is still so much to do. There are vendors to be paid, tenants to be invoiced, lease renewals to track, CAM charges…