Insights

Stay informed with the latest insights and perspectives from Withum.

Subscribe to Insights
Read more
Professionals explore complex data analytics displayed on digital tablet
Savvy Massachusetts Companies Receiving Outside Financing Should Consider This Tax Planning Opportunity Before Year-End

Massachusetts corporations receiving large cash infusions from equity investors may be surprised to find that the mere act of depositing the cash into their bank account can trigger thousands of dollars in excise taxes, whether they generate taxable income or not. Massachusetts Security Corporations (“MSCs”) can be used to solve this problem. How Can My…

Article
Read more
red glowing caution symbol representing a scam
IRS CP53E Refund Notice Scams: What Taxpayers Should Know

Accounting firms are seeing a noticeable increase in scams tied to IRS Notice CP53E, a legitimate notice that the Internal Revenue Service (IRS) has been issuing more frequently this year. As the IRS continues moving away from paper refund checks and toward electronic payments, many taxpayers are encountering CP53E for the first time – creating…

Article
Read more
exterior shot of a courthouse.
Court Ruling Opens Door to Refunds of COVID‑Era Interest and Penalties

A recent federal court decision may reopen the door to refunds of COVID-era tax interest and penalties that many taxpayers assumed were lost for good. In Kwong v. United States, No. 23 267 (Fed. Cl. Nov. 25, 2025), the U.S. Court of Federal Claims held that the COVID-19 disaster declaration triggered a mandatory suspension of…

Article
Read more
Magnifying glass shows red triangle with exclamation mark.
IRS Payments: Small Errors That Cause Big Headaches

As the IRS continues shifting toward electronic only payments, taxpayers are gaining convenience — but also facing new pitfalls. Whether you’re making an estimated payment, an extension payment or paying a balance due with a notice, correctly selecting the payment type and tax year is essential to keeping your IRS account accurate and avoiding unnecessary…

Article
Read more
Multiple dummy persons and a person's finger pointing one of the dummy person
Optimizing Executive Compensation: RSUs, ISOs, NSOs and Deferred Comp 

Equity compensation deferral arrangements can be excellent wealth builders, but each one follows its own tax clock. Knowing when income is recognized—and what rate applies—drives better decisions. From RSUs and incentive stock options (ISOs) to nonqualified stock options (NSOs) and deferred compensation plans, equity compensation comes with distinct tax rules, timing considerations and planning opportunities….

Article
Read more
A tractor gracefully navigates a wheat field while a stock chart looms in the background, symbolizing the intersection of agriculture and finance.
How the OBBBA Is Reshaping Agribusiness

The One Big Beautiful Bill Act, commonly referred to as the OBBBA or OB3, remains a sweeping piece of legislation that brings significant changes to the financial and operational landscape of American agribusiness. For farm business owners, understanding and leveraging these changes can unlock new opportunities for growth, succession planning and risk management. Tax Relief…

Article

Want the latest news and event information from Withum?

Subscribe

Connect with Our Leaders

View All Advisors
Headshot for Jon Scherr new web bio
Jon Scherr
Partner
New York, NY
Robin-Kim_Web 1
Robin Kim
Managing Director, Withum Capital Investment Banking
Orange County, CA
Magdalena-Czerniawsk_Web
Magdalena M. Czerniawski
Partner
Whippany, NJ
Danielle-Cimato_Web
Danielle Cimato
Chief Marketing Officer
Dan Gerena Profile Headshot
Dan Gerena
Principal, Lead, Data and Business Intelligence
Buffalo, NY
Anthony-Pagano
Anthony Pagano
Market Co-Leader, Private Client Services
Providence, RI

Upcoming Events

View All