Most teams know testing matters, but it often gets squeezed when timelines tighten and priorities pile up. Features need to ship, stakeholders want progress and testing can start to feel like something you will circle back to later. The reality is that a little intention up front can prevent a lot of cleanup down the…
California’s Department of Financial Protection and Innovation (DFPI) has expanded reporting obligations for state registered investment advisers. In addition to existing financial and disclosure requirements, advisers with certain private company investment activities will face a new annual reporting mandate beginning in 2026. Core Requirements for State Registered Advisers New 2026 Reporting Obligation for Private Company…
UPDATE:Following the March 4, 2026, ruling from the Court of International Trade directing CBP to refund duties imposed under IEEPA tariffs, CBP has released new guidance. Read more here for the latest updates, including CIT’s decision to suspend immediate refunds in order to allow CBP’s new refund process to be put into place. On March…
The open house offered a relaxed, free-flowing format for guests to network while exploring the new, modern, Withum-branded space. Staying true to the New England theme, guests were treated to a curated selection of local cheeses and beverages, highlighting regional favorites. Entertainment included live music performed by a one – man band showcasing saxophone, piano…
As crypto markets evolve, fund managers are increasingly engaging in complex financial instruments such as tokenized repos, lending, and other strategies. While these instruments offer liquidity and leverage, they also raise tax characterization issues under U.S. federal income tax law. Repos are generally perceived as secured loans, but the IRS may treat them as sales…
UPDATE:Following the March 4, 2026, ruling from the Court of International Trade directing CBP to refund duties imposed under IEEPA tariffs, CBP has released new guidance. Read more here for the latest updates, including CIT’s decision to suspend immediate refunds in order to allow CBP’s new refund process to be put into place. On March…
Liquor licenses often represent a critical but misunderstood asset in SBA-financed transactions involving restaurants, bars, and liquor retailers. While SBA loans are underwritten primarily on cash flow, lenders must also assess collateral adequacy and potential recovery in a default scenario, particularly when real estate and hard assets are insufficient. In many regulated states, a transferable…
His people-first leadership also earned him honors, distinguished by a genuine commitment to developing and supporting others. He actively invests in emerging professionals through mentorship, hands-on training and recruitment initiatives for the Firm, helping team members build meaningful and sustainable careers. Phil’s peers have shared sentiments that underpin his character, noting he “exemplifies what it…
Formerly known as Office 365 Security and Compliance Center. Welcome back for the second post in this series on permissions in Office 365/Microsoft 365. In the previous post, I presented some best practices around Admin roles that can be used to target Microsoft 365 workloads such as Exchange Online, Microsoft Teams or SharePoint Online. In…
The line between tax auditors policing mere civil infractions and investigators pursuing serious tax crimes is beginning to blur in the latest reorganization at the top of the Internal Revenue Service. Jarod Koopman, a long-time and well-known criminal investigator, assumed the role of Chief Compliance Officer in October 2025, and, under the most recent shake-up,…