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Latest Insights
Research and Development (R&D) Tax Credits: Why Process and Documentation Matter
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…
Preparing for NetSuite’s REST and OAuth 2.0 Transition
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…
Tableau to Power BI Migration: What It Actually Looks Like, How Long It Takes and What to Expect
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…
Steve Talkowsky Named NJBIZ 2026 Leader in Finance
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…