Insights

Stay informed with the latest insights and perspectives from Withum.

Subscribe to Insights
Read more
Truly efficiently document paperless operate to rely on the document management concept. The strategy utilizes the document management system and process automation
Consolidating Business Intelligence for Financial Services: The Case for Moving from Tableau to Power BI

Financial services organizations have always been early adopters of business intelligence (BI). The data volumes are large, the reporting requirements are stringent and the pressure to turn information into decisions quickly is constant. Many firms built out significant Tableau environments in the 2010s and those environments have grown in complexity ever since.   Today, many of those same firms are deeply…

Blogs
Read more
digital, glowing dollar signs
California Enacts SB 122 – Sales Tax Expansion to Digital Products

On June 29, 2026, Governor Gavin Newsom signed Senate Bill 122 (SB 122), the budget trailer bill for the 2026–27 fiscal year, expanding California’s sales and use tax base to include certain digital software transactions, effective January 1, 2027. Under the new legislation, California’s 7.25% statewide sales and use tax, plus any applicable local district…

Articles
Read more
us capitol with american flag in background
IRS Signals Preparations for Potential Kwong Refunds as July 10 Deadline Approaches

IRS Chief Tax Compliance Officer Jarod Koopman recently indicated that the IRS is considering creating a portal, in light of Kwong v. United States, 178 Fed. Cl. 295 (2025), to help taxpayers who may be entitled to refunds of COVID-era interest and penalties submit and track their refund claims. The announcement comes as the IRS…

Articles
Read more
Withum leadership changes 2026
Withum Announces 2026 Firmwide Leadership Transitions

This next generation of leaders step forward at a pivotal time for the Firm, bringing the technical expertise and strategic perspective needed to navigate continued growth, rapidly advancing technology and an ever-evolving industry landscape. Grounded in the Withum Way mentality, they will shape what’s ahead while preserving the culture that remains central to how the…

News
Read more
Eighteen team members have been promoted to partner across Withum offices nationwide, joining the Firm’s corporate leadership and contributing to its continued growth and success.
Withum Names Eighteen New Partners

Introducing Our 18 New Partners 

News
Read more
project management professionals planning out a timeline
Designing Hybrid PMO Methodologies: What the Waterfall vs. Agile Model Debate Gets Wrong

In parts 1, 2 and 3 of our Building a Future-Ready Project Management Offices (PMO) Series, we covered six critical trends, the role of AI and why data is the foundation of any successful reporting project. In Part 4, we explore how organizations are moving toward hybrid methodologies and how PMO leaders can build frameworks…

Articles

Want the latest news and event information from Withum?

Subscribe

Connect with Our Leaders

View All Advisors
James Byrne photo in Grey blazer and pink shirt. Withum
James P. Trubenbach-Byrne
Partner, Co-Team Leader, Healthcare Systems and Hospital Services
Red Bank, NJ
Ruth Seip is the New Partner at Withum
Ruth C. Seip
Partner
Princeton, NJ – Corporate Headquarters
Robert Schneider - New Partner at Withum
Robert Schneider
Partner
Red Bank, NJ
New Partner Karin Salmeri at Withum in Yellow Blazer and black top.
Karin Salmeri
Partner
Whippany, NJ
Kelsey Thomas is a new partner at Withum.
Kelsey Thomas
Partner
John Smith's photo in Blue blazer and white shirt with a blue tie.
John A. Smith, Jr.
Partner
Whippany, NJ

Upcoming Events

View All