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The R&D tax credit under IRC §41 is a statutory tax incentive, not a discretionary benefit, designed to reward companies for investing in innovation in the United States. While the opportunity can be significant, the credit is highly technical and documentation driven. At Withum, we believe the quality of an R&D tax credit study should…
NetSuite’s move away from legacy integration methods marks a definitive “end of an era” for legacy integration protocols. The shift away from OAuth 1.0 (Token-Based Authentication) and SOAP-based infrastructure reflects a broader move toward more modern, scalable and high-performance architecture designed to better support today’s reporting platforms, automation tools and AI-driven applications. Organizations that rely…
Many organizations running Microsoft 365 have reached the same inflection point: they are paying for Power BI and still running Tableau. Two platforms. Two sets of access controls. Two support workflows. Two vendor relationships. At some point, that math stops making sense. But the reason most organizations stay put is straightforward: migration looks painful. Before…
As a respected leader, Steve was recognized for his impact on the Firm’s Tax Services Team, contributing to the practice’s growth, and for his strong commitment to the mentorship and development of the teams he leads. He serves clients with global operations, advising on business taxation matters with deep expertise in Subchapter C, S corporation and partnership taxation. With a focus on making complex tax matters accessible, he is…
The appeal many expected has arrived, but the real question is what comes next. For months, taxpayers and practitioners have wondered whether the IRS would ultimately accept the implications of Kwong v. United States or continue defending its interpretation of the COVID-era relief provisions under IRC §7508A(d). We now have part of that answer. The…
As global law practices and flexible work arrangements expand, lawyers are increasingly working outside their home jurisdictions. Whether driven by client needs, secondments, or remote work flexibility, these arrangements can quietly create tax residency and permanent establishment risks, often sooner than expected and without formal firm approval. Why Lawyers Attract Tax Scrutiny From a tax…
