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What Healthcare IT Leaders Should Know About Migrating from Tableau to Power BI 

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…

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Roth IRA Conversion Concept with Wooden Blocks for Retirement Planning and Wealth Growth
Maximizing Roth Conversions Through Strategic Timing and Residency Planning

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…

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Proposed New IRS Reporting Requirements for Nonprofit Hospitals

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…

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Building a Content Calendar

Many content creators don’t start trying to build a business. You post, you grow an audience, you land a brand deal, and suddenly money comes in from multiple places. Income becomes unpredictable, expenses pile up, and taxes feel confusing and overwhelming. You might have a “great year” online yet still feel broke or shocked by…

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DOL Overhauls Labor Organization Financial Reporting: What the New Form LM-2 Rules Mean for Your Organization

Form LM-2 reporting is a key component of how labor organizations demonstrate financial transparency and meet federal compliance requirements. Recent changes from the U.S. Department of Labor (DOL) represent a meaningful shift in reporting expectations, particularly for larger organizations.   The DOL has finalized significant revisions to labor organization financial reporting under the LMRDA, effective for fiscal years beginning on or after July 1, 2026. These changes represent the most substantial…

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From Scroll to Sale: Opportunities and Challenges of Social Media-Driven E-Commerce 

For today’s e-commerce companies, the customer journey rarely starts with a search. More often, it begins with a scroll. Social media has evolved from a marketing channel into a measurable driver of e-commerce sales, influencing how customers discover products, build trust, and make purchasing decisions. For Withum’s e-commerce clients, this shift creates real growth potential…

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