Insights

Stay informed with the latest insights and perspectives from Withum.

Subscribe to Insights
Read more
FS-Womens-Power-Hour-330-x-205
Withum Launches Unified Client Collaboration Platform to Simplify Client Engagement Across the Service Lifecycle

ClientConnect consolidates traditionally disconnected client-facing tools into a single platform, reducing complexity across the engagement lifecycle—from request intake and document exchange to deliverables and payment. The solution reflects Withum’s continued investment in digital transformation while addressing the evolving expectations of today’s clients. “We didn’t just want to adopt technology; we wanted to shape the future of client engagement across…

News
Read more
Civic-Warriors
Civic Warriors

We bring the conversation to you, sharing relatable stories that motivate and build consensus in the nonprofit community. Experience what it takes to make an impact and become a true Civic Warrior.

Podcast
Read more
a woman in a business meeting taking handwritten notes.
Meeting Minutes: Crucial Fiduciary Documentation

This comment is among the most common findings cited in ERISA audits each year. While meeting minutes are often viewed simply as a record of plan changes or updates, their importance goes far beyond documentation. Properly maintained meeting minutes provide clear evidence that a plan sponsor is fulfilling its fiduciary responsibilities by reviewing key plan…

Article
Read more
glowing globe with a city skyline in background.
Essential FAQs on 83(b) Election for Non‑U.S. Taxpayers

Receiving equity from a U.S. company if you are not a U.S. citizen or resident alien can raise questions about how and when that equity is taxed in the United States. For U.S. tax purposes, these individuals are generally referred to as “nonresident aliens” or “non-U.S. persons.” One common consideration is whether to file an…

Article
Read more
placing digital sports bets on a baseball game.
Sweepstakes Betting Is Expanding Fast. Here’s What SportsTech Companies Need to Know

Sweepstakes-based betting is quickly changing the SportsTech industry. With inconsistent sports betting rules across the United States, sweepstakes models help companies connect with users, increase engagement, and expand nationwide. This model drives growth but brings complex tax rules, state compliance risks, and reporting requirements for operators and users. To succeed, companies must understand taxes and…

Article
Read more
Data center software developer using laptop to audit systems.
On‑Site vs. Desktop Equipment Appraisals for SBA 7a Loans: How Lenders Should Decide

Lenders working on an SBA loan involving the purchase or collateralization of equipment often face a critical decision: should they opt for a desktop or on-site equipment appraisal? For 504 loans, SBA SOP 50 10 8 states “the equipment appraisal needs to be a written document from a person that is qualified to provide a…

Article

Want the latest news and event information from Withum?

Subscribe

Connect with Our Leaders

View All Advisors
Magdalena-Czerniawsk_Web
Magdalena M. Czerniawski
Partner
Whippany, NJ
Danielle-Cimato_Web
Danielle Cimato
Firm Leadership
Dan Gerena Profile Headshot
Dan Gerena
Principal
Buffalo, NY
Anthony-Pagano
Anthony Pagano
Service Leader
Providence, RI
Laura-Smith
Laura A. Smith
Partner
Boston, MA
Tarun Arora Profile Headshot
Tarun Arora
Principal
Buffalo, NY

Upcoming Events

View All