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On March 31, 2026, the Department of Labor (DOL) issued a proposed rule specific to 401k plans on “Fiduciary Duties in Selecting Designated Investment Alternatives.” This comes at a time when alternative investments are becoming more widespread. While alternative investments may have triggered this proposed ruling, the more important takeaway is how the DOL is…
As partner-in-charge of Withum’s Los Angeles office, Chris plays a pivotal role in the Firm’s growth on the West Coast. With nearly 25 years of experience in the profession, he specializes in assurance and business consulting services to emerging and middle-market companies. In addition to serving technology companies and professional services firms, Chris holds an advanced-level certificate in 401(k)…
Kerra Diener is a partner in Withum’s Los Angeles, CA office, advising multinational and multistate businesses on complex federal and state tax matters. Known for her specialized technical depth, she helps corporate and private clients across industries, including industrial and consumer products, real estate, theatre and entertainment and cannabis, with expertise spanning tax planning, compliance, M&A and consulting. The accolade…
Healthcare IT teams don’t have the luxury of lengthy, speculative technology projects. When you’re balancing clinical operations, regulatory compliance and a long list of competing priorities, a healthcare business intelligence (BI) migration that drags on for a year simply isn’t realistic, even if the outcome would be worth it. That’s why the conversation about moving from Tableau to Power BI has stalled at many…
For high-net-worth individuals and retirees, Roth conversions represent one of the most powerful levers in tax-efficient retirement planning. At their core, Roth conversions allow taxpayers to control when they pay taxes – but when layered with thoughtful timing and geographic planning, they can significantly reshape long-term financial outcomes. By coordinating income levels, future tax expectations and…
A Congressional discussion draft released May 12, 2026, would significantly expand the information that tax-exempt hospitals must report annually on their Form 990. The draft amends Section 6033 of the Internal Revenue Code by adding a new subsection (p) and would apply to every organization described in IRS Code Section 501(r)(2) that is required to…
