Insights

Stay informed with the latest insights and perspectives from Withum.

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Democratization of Financial Markets: Inflection Point or Illusion?

For decades, access to private markets has been largely reserved for institutional investors and a narrow segment of high-net-worth individuals. Today, that paradigm is being challenged. Recent regulatory signals suggest a meaningful shift, one that could redefine how retail capital participates in private investments. At the center of this evolution is a fundamental question: Are…

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The Warning Signs That Your Finance Function Needs to Evolve

There’s a moment that many CFOs and finance leaders know well; something feels off, but you can’t quite put your finger on it. The close is taking a little longer. A report gets questioned in a leadership meeting. Someone builds another workaround in a spreadsheet. Nothing is broken, exactly. But something isn’t right. That feeling…

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Withum’s Law Firm Managing Partner Interview Series

Withum’s Law Firm Managing Partner Interview Series highlights managing partners of law firms across the country.

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DOJ Reschedules Certain Marijuana Products to Schedule III: What Operators Need to Know 

On April 22, 2026, the U.S. Department of Justice (DOJ), through the Drug Enforcement Administration (DEA), issued a final order rescheduling certain marijuana-related products from Schedule I to Schedule III of the federal Controlled Substances Act (CSA). While this action is limited in scope, it carries significant regulatory and federal tax implications, particularly for state-licensed…

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LA Times Names Two Withum Leaders on its Banking and Finance Visionaries List

About Aza Ghazaryan Aza Ghazaryan is a Tax Partner with over 20 years of experience serving as a trusted advisor to partnerships and high-net-worth individuals on tax planning and compliance. She advises clients across industries, including professional services, real estate, technology and not-for-profit. Aza has successfully guided clients and teams through complex regulatory changes, including the Tax Cuts and Jobs Act, federal…

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A Breakdown of Microsoft 365 Admin Roles and Responsibilities (Previously Office 365 Admin Roles)

In another recent blog post, we talk about how to access Microsoft 365 Defender and Microsoft Purview Compliance Portals (formerly Office 365 Security and Compliance Center) and a set of admin roles used for securing and governing tenant data. In this post, we will cover the various admin roles and responsibilities of Microsoft 365, including the impact…

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