Insights

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Case Study: Delivering Merger Integration Advisory Services for a Public University Merger

Executive Summary The merger of two public universities required the seamless integration of financial operations, technology platforms, compliance obligations and governance structures with the added pressures of ensuring there were no disruptions for students, faculty, staff and vendors. Withum’s Not-for-Profit and Education Services Team was engaged to provide merger integration advisory services, helping leadership navigate…

Case Studies
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Los Angeles Business Journal Names Two Withum Partners as Top Advisors in the San Fernando Valley

Chris Passmore and Steve Martini have made a lasting impact across the San Fernando Valley through their leadership, business advisory skills and community involvement. Recognized for helping businesses navigate change, create opportunity and drive growth, they have strengthened the region’s business community while contributing to its long-term economic vitality. Chris Passmore is the Partner-in-Charge of Withum’s…

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Fine Print and AI: Examining Google’s Position on YouTube Training Data

As the music industry continues to fine-tune its approach to generative AI, the value attributed to training data is increasingly recognized, negotiated and realized through lawsuit settlements and emerging partnerships. While the central issue in most of these cases has been whether the platforms’ purported use of copyrighted materials constituted infringement or fair use, Google…

Articles
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States Scrutinizing Aircraft Sales and Lease Transactions

Aircraft Transactions Face a Fragmented State Tax Landscape State sales and use tax treatment of aircraft transactions continues to evolve, creating a complex and increasingly fragmented landscape for taxpayers. An aircraft is uniquely impacted by state tax rules due to its mobility and multi-state use, which can trigger tax obligations across jurisdictions at different points…

Articles
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Navigating AI Security: Challenges and Best Practices

Artificial intelligence has moved from experiment to everyday business tool. As organizations accelerate AI adoption, AI security has become just as important as innovation. Employees now draft communications, analyze data and even write software with AI assistants — often faster than leadership can put guardrails in place. That speed is a genuine competitive advantage, but…

Articles
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Audit Preparation for Non‑Profit Theatres

Non‑profit theatres operate in a world where creativity meets complex financial operations. Between ticket sales, grant reporting, union payroll, production costs, and in‑kind donations, these organizations manage a financial landscape unlike any other. When audit season arrives, the pressure can intensify quickly, especially for teams already stretched thin. As an outsourced accounting CPA who supports…

Articles

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Kelsey Thomas is a new partner at Withum.
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