Insights

Year-End Tax Planning for Technology Companies: Key Dates You Should Know

As tech companies enter a new tax year, planning ahead for filing deadlines is essential, especially for those managing equity compensation, multi-state operations and rapid expansion. Withum’s Technology and Emerging Growth Services Team is outlining the key dates and considerations tech CFOs and CEOs should prepare for now. Key Dates for Technology Companies 1. Payroll…

Guide: 2026 Benefit Plan Limits and Thresholds

Tracking Vendor Information for 1099

Each year businesses are beginning to file more and more 1099 forms. After the implementation of the Taxpayer First Act of 2019, which lowered the mandatory e-file threshold for information returns from 250 to 10 or more forms (aggregated across all types) the number of forms filed with the IRS are estimated to be in…

1099 Preparation Guide: 2026 Filing Requirements, Updates, and Deadlines

1099 filing season is approaching, and now is the time to review your vendor information to ensure everything is in order come January. Getting ahead on preparing 1099 forms will save you time and reduce stress as the deadlines approach. This guide explains key requirements for 2026 filing, including updates, e-filing rules and important deadlines…

An Expert’s Guide to the Year-End Close Process

As the year winds down, it’s essential for businesses to take a proactive approach to their year-end accounting and financial reporting processes. A well-executed year-end close process ensures that accounting records present the most accurate picture for the end user, whether it be internal management, investors or your accounting firm. Closing the books in a…

Year-End Close Watchlist: Red Flags and Common Mistakes to Avoid

As year-end approaches, ensuring accurate financial reporting is critical. Even small oversights can create significant ripple effects, impacting cash flow, financial performance and stakeholder confidence. Below we share some of the most common red flags and overlooked items that can slow or complicate the year-end close process, along with tips to address them before they…