Insights

Recent market volatility has increased pressure on nonprofit organizations to actively manage investment portfolios. For entities with endowments or reserves, these assets are critical to sustaining operations and supporting long-term mission impact. In this environment, two priorities stand out: consistent portfolio monitoring and a well-defined Investment Policy Statement (IPS), together forming the foundation of effective…

For years, private company valuations operated in a world that rewarded precision in theory more than alignment with reality. Models were refined, assumptions debated, and outputs carefully constructed — often with limited visibility into how the market itself was actually behaving. The American Institute of Certified Public Accountants’ 2025 update doesn’t introduce sweeping new rules….

A great hotel stay is not just about clean rooms or friendly service. Guests today want to feel welcome and cared for. Whether they travel for work or fun, they want the stay to feel easy and personal. The best hotels make guests feel comfortable from the moment they arrive until the moment they leave….

Digital health is in a period of rapid and meaningful transformation. Advances in artificial intelligence, expansion of telehealth and a system-wide shift toward data-driven decision-making are reshaping how clinical care is delivered. But unlike traditional tech, where scale is driven primarily by user acquisition and market momentum, digital health must operate within the constraints of…

The R&D tax credit under IRC §41 is a statutory tax incentive, not a discretionary benefit, designed to reward companies for investing in innovation in the United States. While the opportunity can be significant, the credit is highly technical and documentation driven. At Withum, we believe the quality of an R&D tax credit study should…