AI at Work: Overcoming Change Management Challenges in Enterprise AI Adoption

By Allison Katz

In the ever-evolving landscape of technology, AI has emerged as a powerful tool, helping employees win back minutes, if not hours, in their workdays, and holding immense yet-to-be-realized potential for transforming industries. A current edge in AI at work is that it often encompasses the combined knowledge of multiple professionals, surpassing what a single human…

Michigan Senate Passes R&D Tax Credit Legislation

By Ruby Castaneda

The Michigan Senate passed legislation in March 2024 expanding the state’s Research and Development (R&D) Tax Credit from the past credit that offered a mere 1.9% credit on qualifying expenses incurred in Michigan. This new legislation has been expanded to provide up to 15% of the qualifying expenses, making it a far more advantageous program…

Avoid Double Counting Intangible Assets in Business Valuations

By Allison Katz

There’s a common misconception regarding how to assess the value of companies heavily reliant on an intangible asset for its revenue stream. It’s often assumed that the value of such assets should be added to the overall enterprise value. This would mean separately valuing the intangible asset and then combining it with the business’s going…

QuickBooks to NetSuite: When and Why to Make the Switch for Growing Businesses

By Ruby Castaneda

When considering the transition from QuickBooks to NetSuite, it’s important to understand that both are powerful accounting software systems, but they serve different business needs and scales. QuickBooks is an accounting software designed to help small businesses and individuals. NetSuite, on the other hand, is a much larger ERP (Enterprise Resource Planning) system that can…

California Suspends NOLs and Limits Credit Utilization

By Allison Katz

Faced with California’s $45 billion budget deficit, Sacramento lawmakers continue to grapple with how to cure the shortfall. It comes as no surprise that in late June, the state’s Lt. Gov. Eleni Kounalakis, in her role as acting governor, and Gov. Gavin Newsom signed Senate Bills 167 and 175. The bills’ passage resulted in suspending…

Tax Update for Manufacturers: Clean Energy Tax Credits

By Allison Katz

The Inflation Reduction Act of 2022 has granted manufacturing, distribution and logistics companies new credit opportunities for maximizing the utilization of clean energy. Let’s discuss the extension and modification of Section 48, “Clean Energy Investment Tax Credit,” the new Section 45X, “Advanced Manufacturing PTC” and the monetizing of the Federal Income Tax Credit and Statutory…

Michael Ritchie Named the M&A Advisors Emerging Leader

By Ruby Castaneda

Withum is proud to share that Michael Ritchie, Senior Manager, was recognized by The M&A Advisor on their 15th Annual Emerging Leaders list. Michael is a Senior Manager on Withum’s Transaction Advisory Services Team. He has over 15 years of experience and specializes in transaction advisory on both the buy and sell sides, M&A strategy,…