Efficient Leave Request Management With AI

By Allison Katz

In many companies, requesting a leave of absence often requires logging into a system, manually entering information and submitting it for approval. This process can be time-consuming and doesn’t always accommodate language differences. Watch the demo below to see how AI simplifies leave request management. Instead of navigating a complex system, employees can send a…

Withum Congratulates Anni Chen, CPA, on CalCPA Women to Watch Experienced Leader Award Nomination

By Ruby Castaneda

Withum is proud to announce that Anni Chen, Audit Manager and CPA, has been nominated for CalCPA’s Experienced Leader Award. For 10 years, Chen has demonstrated exceptional success across several industries, including life sciences, technology and financial services. The CalCPA Women to Watch Awards celebrates the accomplishments of women CPAs who are making a difference…

The Top 10 Questions You Should Be Asking Your CPA This Tax Season

By Allison Katz

Navigating the complex landscape of tax regulations in the life sciences and technology industries requires a knowledgeable CPA and a proactive approach to identifying tax-saving opportunities and ensuring compliance. Here are the top 10 questions you should be asking your CPA this tax season. Taking a proactive approach to your tax planning and compliance can…

SEC Issues No-Action Letter on Rule 506(c) Verification

By Allison Katz

On March 12, 2025, the Securities and Exchange Commission (SEC) issued a no-action letter which provided assistance for issuers and investment funds relying on Rule 506(c) of Regulation D. While prior guidance existed on the application of minimum investment amounts as a factor in determining whether an issuer has satisfied the requirement to take reasonable…

Face to Face: Best Practices in Interviewing

By Allison Katz

Just as artificial intelligence (AI) will never be able to fully replace human intelligence gathering, it also cannot supersede the benefit of face-to-face interview techniques. Learning how to conduct a successful interview is an essential tool every skilled investigator should master. By interviewing witnesses in person or over the phone, investigators can gain new insights…

Case Study: A Not-for-Profit’s Success Story of Strengthening Impact through Enterprise Risk Management

By Whitney Irish

Learn how a not-for-profit organization aligned risk strategy with its mission for greater impact. Executive Summary A global not-for-profit organization dedicated to advancing philanthropy and social impact recognized the need to enhance its Enterprise Risk Management (ERM) framework to support its global expansion and long-term sustainability.   The organization aimed to strengthen risk oversight, improve governance…

Unlocking Value in Mergers & Acquisitions: Excellence in Synergy Execution

By Allison Katz

In part one of our Unlocking Value in M&A series, we discussed how achieving synergies begins with identifying and classifying synergies, whether they manifest as cost savings through operational efficiencies or revenue growth from market expansion and cross-selling opportunities. A clear understanding of these synergies allows organizations to set realistic goals, prioritize initiatives, and align…

Understanding Film Tax Credits in California 

By Allison Katz

Film tax credits offer valuable incentives to production companies, offsetting costs and encouraging the local economy. States including California provide a variety of film production incentives, including rebates and partially or fully refundable and/or transferable credits. The various state incentive programs vary widely in terms of caps, spending limits and eligibility criteria – making it…