Insights

Stay informed with the latest insights and perspectives from Withum.

Subscribe to Insights
Read more
Tax concept. Hospitality Industry worker using a computer to fill out personal income tax return to pay taxes online.
Prediction Markets Contracts and Federal Income Tax: Wagering, Investing, or Something Else?

Prediction-market event contracts raise unresolved federal income tax questions because they combine features of wagers and financial instruments. A typical contract may allow a participant to buy a “yes” or “no” position on whether a specified event will occur—such as the outcome of a sports contest, election, weather event or other real-world contingency. Economically, these…

Articles
Read more
private equity with city background
How AI Is Resetting the SaaS Valuation Multiples in Private Equity and Private Credit

The private credit redemption wave of 2025–2026 has renewed focus on how software and technology assets are valued in an evolving AI environment. Software remains a significant area of concentration across alternative investment portfolios. A quarter of private credit – approximately $112 billion – is in software and technology. On the equity side, software drew…

Articles
Read more
Lilit-Nersisyan and Kimberly_50-50_2
Los Angeles Business Journal Names Two Withum Leaders as Women of Influence in Accounting

Kimberly Ravenell, tax partner, was recognized for her commitment to client service and mentorship. With more than 30 years of experience advising high-net-worth individuals and closely held businesses, she provides tax planning and compliance guidance. Kim has played a key role in guiding her team and clients through significant industry and regulatory changes while supporting…

News
Read more
Digital interface overlaid on a warehouse archive with boxes and shelves.
Five Signs Your Law Firm’s Records Are a Liability Waiting to Happen

Law firms generate and manage an enormous volume of information over the life of every client matter. As those records accumulate across systems, effective legal records management becomes more complex. Most firms assume those records are under control until they’re asked to produce them during litigation, respond to a cybersecurity incident or prepare for AI-powered…

Articles
Read more
a resort lobby overlooking the beach at sunset.
The Growing Case for Outsourced Accounting in Vacation Ownership Resorts

Running a vacation ownership resort involves far more than managing reservations and maintaining the property. Behind the scenes, accounting teams must process owner assessments, pay vendors, fund reserves, track capital projects, and prepare financial information for boards, owners, and auditors. As these responsibilities become increasingly complex, many vacation ownership resorts and management companies are choosing…

Articles
Read more
Generative AI digital currency flow with dollar signs.
The 2/37 Haircut on Distributable Net Income: What Fiduciaries Need to Know

The One Big Beautiful Bill Act (OBBBA) introduced a new limitation on itemized deductions under IRC §68 that could have significant implications for Distributable Net Income (DNI) planning, trust distribution deductions and fiduciary income tax planning. Although the provision is new, its potential application to trusts and estates raises questions regarding how certain distribution deductions…

Articles

Want the latest news and event information from Withum?

Subscribe

Connect with Our Leaders

View All Advisors
placeholder-avatar
Michael Portee
Principal
Whippany, NJ
Amy Fondo's headshot for Withum.
Amy Fondo
Partner
Orlando, FL
Rachel Ashcroft headshot for withum
Rachel Ashcroft
Principal
Buffalo, NY
Patrick Augustyn HEADSHOT FOR WITHUM
Patrick Augustyn
Principal
Boca Raton, FL
Boris Pogil_Web
Boris Pogil
Lead, Tax Due Diligence and Structuring
New York, NY
Dean Beddow headshot for withum
Dean Beddow
Principal
Whippany, NJ

Upcoming Events

View All