Withum Sounding Board Thu, 18 Jun 2026 09:59:59 -0400 https://www.withum.com/ en-us © 2026 Withum Sounding Board yes 1371d8d6-09cd-5585-9f73-e0400e089ed3 Withum episodic false Buzzsprout (https://www.buzzsprout.com) business trends, tax reform, financial benchmarks, cloud technology Withum https://storage.buzzsprout.com/v7wdi04z3oy6mc75w4yydup10kjv?.jpg Withum Sounding Board https://www.withum.com/ What Buyers Really Want: Systems, Stability, and Scalability What Buyers Really Want: Systems, Stability, and Scalability In this episode of The C-Suite Spotlight, Cutty Thomas hosts Judith Wilks, Founder and Principal Consultant of Steadfast Ventures, to discuss what buyers really look for in today’s market. They explore how strong systems, operational stability, and documented processes drive enterprise value and reduce risk. Judith shares insights on transforming tribal knowledge into scalable assets and how leaders can build organizations that grow beyond individual contributors.

]]> In this episode of The C-Suite Spotlight, Cutty Thomas hosts Judith Wilks, Founder and Principal Consultant of Steadfast Ventures, to discuss what buyers really look for in today’s market. They explore how strong systems, operational stability, and documented processes drive enterprise value and reduce risk. Judith shares insights on transforming tribal knowledge into scalable assets and how leaders can build organizations that grow beyond individual contributors.

]]> Withum Buzzsprout-19366704 Thu, 18 Jun 2026 09:00:00 -0400 1613 c-suite spotlight full false How to Finance Your Life Sciences Company Through the Valley of Death How to Finance Your Life Sciences Company Through the Valley of Death Greg Erman, serial entrepreneur, investor, and life sciences mentor, joins host Cutty Thomas to share a practical playbook for funding life sciences ventures, covering IP, revenue, and margin inflection points, investor expectations, and how founders can navigate dilution, scaling, and uncertainty to survive the “valley of death.”

]]> Greg Erman, serial entrepreneur, investor, and life sciences mentor, joins host Cutty Thomas to share a practical playbook for funding life sciences ventures, covering IP, revenue, and margin inflection points, investor expectations, and how founders can navigate dilution, scaling, and uncertainty to survive the “valley of death.”

]]> Withum Buzzsprout-19166830 Tue, 12 May 2026 16:00:00 -0400 2589 c-suite spotlight full false Designing Hybrid PMO Methodologies for Your Organization Designing Hybrid PMO Methodologies for Your Organization This episode explores how PMOs can move beyond the waterfall vs. agile debate by adopting hybrid methodologies tailored to each project. Through real examples and practical steps, subject matter experts from Withum's Business and Management Consulting Services Team show how to balance structure and flexibility to navigate change management effectively.

]]> This episode explores how PMOs can move beyond the waterfall vs. agile debate by adopting hybrid methodologies tailored to each project. Through real examples and practical steps, subject matter experts from Withum's Business and Management Consulting Services Team show how to balance structure and flexibility to navigate change management effectively.

]]> Withum Buzzsprout-19141231 Thu, 07 May 2026 11:00:00 -0400 1354 full false How the One Big Beautiful Bill Act Changes Everything for Cannabis Operators and Small Business How the One Big Beautiful Bill Act Changes Everything for Cannabis Operators and Small Business CPA and Tax Supervisor Lindsey Valentine sits down with Withum Senior Tax Manager Raymond Owens to break down the most consequential tax legislation since the TCJA. From a major SALT cap increase to permanent bonus depreciation, restored R&D expensing, and a sweeping crackdown on hemp products, the One Big Beautiful Bill Act touches nearly every corner of the tax code.

Whether you're a cannabis operator, manufacturer, or individual taxpayer, this episode gives you a practical roadmap for what's changing and how to position yourself for success.

]]> CPA and Tax Supervisor Lindsey Valentine sits down with Withum Senior Tax Manager Raymond Owens to break down the most consequential tax legislation since the TCJA. From a major SALT cap increase to permanent bonus depreciation, restored R&D expensing, and a sweeping crackdown on hemp products, the One Big Beautiful Bill Act touches nearly every corner of the tax code.

Whether you're a cannabis operator, manufacturer, or individual taxpayer, this episode gives you a practical roadmap for what's changing and how to position yourself for success.

]]> Withum Buzzsprout-19013925 Tue, 14 Apr 2026 09:00:00 -0400 1163 cannabis full false Why Growth Exposes Broken Finance Systems and What CFOs Can Do About It Why Growth Exposes Broken Finance Systems and What CFOs Can Do About It Growth doesn’t break finance systems; it reveals where they were already failing. Hosted by Cutty Thomas, this conversation features Alexis Becker, Partner at Withum, sharing real world insights on cash flow visibility, delayed closes, disconnected systems and how CFOs can modernize financial processes to support scalable growth, better decision making and stronger leadership confidence.

]]> Growth doesn’t break finance systems; it reveals where they were already failing. Hosted by Cutty Thomas, this conversation features Alexis Becker, Partner at Withum, sharing real world insights on cash flow visibility, delayed closes, disconnected systems and how CFOs can modernize financial processes to support scalable growth, better decision making and stronger leadership confidence.

]]> Withum Buzzsprout-18990849 Thu, 09 Apr 2026 16:00:00 -0400 1563 c-suite spotlight full false Navigating the Future of Cannabis LLCs, C-Corps and S-Corps Navigating the Future of Cannabis LLCs, C-Corps and S-Corps In this episode of What the Hemp?, Kyle Wisniewski is joined by Raymond Owens and Ian Taylor to discuss how cannabis rescheduling could impact partnerships, pass-through entities, and tax planning strategies. With 280E potentially going away, many operators are wondering: 

  • Should I stay a partnership? 
  • Should I convert to a C-Corp or an S-Corp? 
  • How will QBI and PTET rules change? 
  • What are the risks of restructuring too early? 

Our team of expert cannabis accountants breaks it all down. 

]]> In this episode of What the Hemp?, Kyle Wisniewski is joined by Raymond Owens and Ian Taylor to discuss how cannabis rescheduling could impact partnerships, pass-through entities, and tax planning strategies. With 280E potentially going away, many operators are wondering: 

  • Should I stay a partnership? 
  • Should I convert to a C-Corp or an S-Corp? 
  • How will QBI and PTET rules change? 
  • What are the risks of restructuring too early? 

Our team of expert cannabis accountants breaks it all down. 

]]> Withum Buzzsprout-18855816 Mon, 16 Mar 2026 14:00:00 -0400 851 cannabis full false Understanding the Impact of Cannabis Rescheduling and the Non-280E Position Understanding the Impact of Cannabis Rescheduling and the Non-280E Position In this episode of What the Hemp?, Steven Monacelli is joined by Dan Mayo and Brian Silva to unpack one of the most misunderstood topics in cannabis taxation: can cannabis businesses take a non-280E position? With rescheduling back in the headlines following President Trump’s executive order, many operators are asking whether they can stop applying 280E, or even amend prior returns. Rescheduling may be coming BUT 280E is still the law today. Taking aggressive positions without proper support can expose businesses to significant risk.

]]> In this episode of What the Hemp?, Steven Monacelli is joined by Dan Mayo and Brian Silva to unpack one of the most misunderstood topics in cannabis taxation: can cannabis businesses take a non-280E position? With rescheduling back in the headlines following President Trump’s executive order, many operators are asking whether they can stop applying 280E, or even amend prior returns. Rescheduling may be coming BUT 280E is still the law today. Taking aggressive positions without proper support can expose businesses to significant risk.

]]> Withum Buzzsprout-18843026 Fri, 13 Mar 2026 14:00:00 -0400 975 cannabis full false Cannabis Restructuring After Rescheduling: 280E, C-Corps, S-Corps and Tax Strategy Explained Cannabis Restructuring After Rescheduling: 280E, C-Corps, S-Corps and Tax Strategy Explained With cannabis rescheduling on the horizon, many operators are asking the same question: Should I change my entity structure now?  In this episode of What the Hemp, host Steven Monacelli is joined by Ray Owens, Senior Tax Manager at Withum, to break down what rescheduling could mean for cannabis businesses and why restructuring isn’t always as simple as it sounds. 

]]> With cannabis rescheduling on the horizon, many operators are asking the same question: Should I change my entity structure now?  In this episode of What the Hemp, host Steven Monacelli is joined by Ray Owens, Senior Tax Manager at Withum, to break down what rescheduling could mean for cannabis businesses and why restructuring isn’t always as simple as it sounds. 

]]> Withum Buzzsprout-18700667 Tue, 17 Feb 2026 13:00:00 -0500 875 cannabis full false Structuring the Future: Entity Basics for Cannabis Operators Structuring the Future: Entity Basics for Cannabis Operators In this episode of What the Hemp, host Steven Monacelli is joined by Ray Owens, Senior Tax Manager at Withum, to break down one of the most important topics facing cannabis operators today: How federal rescheduling could impact your entity structure, tax burden, and exit strategy. 

]]> In this episode of What the Hemp, host Steven Monacelli is joined by Ray Owens, Senior Tax Manager at Withum, to break down one of the most important topics facing cannabis operators today: How federal rescheduling could impact your entity structure, tax burden, and exit strategy. 

]]> Withum Buzzsprout-18626307 Wed, 04 Feb 2026 15:00:00 -0500 768 cannabis full false Biotech at Scale: AI, Automation and the CDMO Edge Biotech at Scale: AI, Automation and the CDMO Edge In this episode of The C‑Suite Podcast, host Cutty Thomas, interviews Dom Hebrault, Associate Director of Process Technologies, who brings extensive experience in digital and laboratory technologies across biotech and pharma. 

Dom shares his unique career journey spanning CDMOs, large pharmaceutical organizations, robotics and automation, and even space‑based drug research. He breaks down the science behind today’s most exciting breakthroughs, from AI-powered drug discovery and CRISPR advancements to mRNA platforms and cancer immunotherapy and explains how these innovations shape modern drug development and manufacturing.

]]> In this episode of The C‑Suite Podcast, host Cutty Thomas, interviews Dom Hebrault, Associate Director of Process Technologies, who brings extensive experience in digital and laboratory technologies across biotech and pharma. 

Dom shares his unique career journey spanning CDMOs, large pharmaceutical organizations, robotics and automation, and even space‑based drug research. He breaks down the science behind today’s most exciting breakthroughs, from AI-powered drug discovery and CRISPR advancements to mRNA platforms and cancer immunotherapy and explains how these innovations shape modern drug development and manufacturing.

]]> Withum Buzzsprout-18621439 Tue, 03 Feb 2026 19:00:00 -0500 1962 c-suite spotlight full false Unlocking R&D Tax Credits, Pt. 2: Avoiding Common Mistakes and Maximizing Your Credit Unlocking R&D Tax Credits, Pt. 2: Avoiding Common Mistakes and Maximizing Your Credit In this episode of The Withum Sounding Board, Derek White is joined by Darcey Long for a deep dive into the most common mistakes companies make when claiming the R&D tax credit, and how to avoid them. Building on their previous discussion, Derek and Darcey unpack the often-overlooked areas that can make or break an R&D credit claim. Tune in to learn how to protect your credit, strengthen documentation, and unlock the full value of your R&D investments.

]]> In this episode of The Withum Sounding Board, Derek White is joined by Darcey Long for a deep dive into the most common mistakes companies make when claiming the R&D tax credit, and how to avoid them. Building on their previous discussion, Derek and Darcey unpack the often-overlooked areas that can make or break an R&D credit claim. Tune in to learn how to protect your credit, strengthen documentation, and unlock the full value of your R&D investments.

]]> Withum Buzzsprout-18613030 Mon, 02 Feb 2026 15:00:00 -0500 1269 rd tax credits full false Unlocking R&D Tax Credits, Pt. 1: How Food and Beverage Businesses Can Save Big Unlocking R&D Tax Credits, Pt. 1: How Food and Beverage Businesses Can Save Big In this episode, Withum’s Derek White and Darcey Long break down the essentials of the R&D tax credit and why it matters for food, beverage and consumer product companies. From payroll offsets for small businesses to qualifying activities like packaging innovation and process improvements, they explain how everyday operations can translate into real tax savings. You’ll hear practical examples, common misconceptions and tips for navigating IRS requirements. If you’re looking to reinvest in growth while cutting costs, this conversation is packed with insights you won’t want to miss.

]]> In this episode, Withum’s Derek White and Darcey Long break down the essentials of the R&D tax credit and why it matters for food, beverage and consumer product companies. From payroll offsets for small businesses to qualifying activities like packaging innovation and process improvements, they explain how everyday operations can translate into real tax savings. You’ll hear practical examples, common misconceptions and tips for navigating IRS requirements. If you’re looking to reinvest in growth while cutting costs, this conversation is packed with insights you won’t want to miss.

]]> Withum Buzzsprout-18385774 Fri, 19 Dec 2025 10:00:00 -0500 1695 rd tax credits full false The Great American Hemp Beverage Pivot The Great American Hemp Beverage Pivot Withum Cannabis Partners Steven Monacelli and Wendy Heiss discuss the recent changes in the hemp beverage market following the opening of Congress and the implications for the 2018 Farm Bill. They explore the potential extinction of the hemp beverage market due to new federal regulations, the transition to cannabis beverages and the challenges and opportunities that lie ahead for businesses in this evolving industry. Tune in to learn more about state regulations, consumer preferences, revenue models and most importantly - the future outlook for the cannabis market.

]]> Withum Cannabis Partners Steven Monacelli and Wendy Heiss discuss the recent changes in the hemp beverage market following the opening of Congress and the implications for the 2018 Farm Bill. They explore the potential extinction of the hemp beverage market due to new federal regulations, the transition to cannabis beverages and the challenges and opportunities that lie ahead for businesses in this evolving industry. Tune in to learn more about state regulations, consumer preferences, revenue models and most importantly - the future outlook for the cannabis market.

]]> Withum Buzzsprout-18244749 Mon, 24 Nov 2025 16:00:00 -0500 1084 cannabis full false How AI is Amplifying the Future of HR How AI is Amplifying the Future of HR In this episode, Max Herve, Head of Cloud Engineering at Withum, sits down with Hernan Chiosso, founder of ProductizeHR, to explore how AI is transforming the HR landscape. Discover practical ways to leverage AI to automate repetitive tasks, free up time for meaningful human interactions and align technology with your long-term HR goals. If you’re ready to focus more on people and less on paperwork, this conversation is for you.

]]> In this episode, Max Herve, Head of Cloud Engineering at Withum, sits down with Hernan Chiosso, founder of ProductizeHR, to explore how AI is transforming the HR landscape. Discover practical ways to leverage AI to automate repetitive tasks, free up time for meaningful human interactions and align technology with your long-term HR goals. If you’re ready to focus more on people and less on paperwork, this conversation is for you.

]]> Withum Buzzsprout-18244272 Mon, 24 Nov 2025 10:00:00 -0500 1582 full false Aligning Talent With Business Growth Aligning Talent With Business Growth In this episode of The C-Suite Spotlight, host Cutty Thomas, interviews Jennifer Paxton, VP of People Talent at Roofr. Hear Jennifer’s career journey, her approach to leadership and mentorship, and how she’s building strong remote cultures. Gain insights on aligning talent strategy with business growth and the future of people leadership. Don’t miss this inspiring conversation with industry leaders!

]]> In this episode of The C-Suite Spotlight, host Cutty Thomas, interviews Jennifer Paxton, VP of People Talent at Roofr. Hear Jennifer’s career journey, her approach to leadership and mentorship, and how she’s building strong remote cultures. Gain insights on aligning talent strategy with business growth and the future of people leadership. Don’t miss this inspiring conversation with industry leaders!

]]> Withum Buzzsprout-18206056 Mon, 17 Nov 2025 14:00:00 -0500 1786 c-suite spotlight full false Turning Policies Into Purpose: A New Look at Life Settlements Turning Policies Into Purpose: A New Look at Life Settlements Join Withum's Cutty Thomas and Laura Whitman as they welcome Jon and Jamie Mendelsohn from Ashar Group. A family-owned life settlement firm, Ashar Group helps financial professionals and their clients navigate the life settlement process and uncover value in life insurance assets. The Mendelsohn's share the story behind the company's founding, how life insurance policies can be monetized within financial planning, and how family values shape their mission and impact.

]]> Join Withum's Cutty Thomas and Laura Whitman as they welcome Jon and Jamie Mendelsohn from Ashar Group. A family-owned life settlement firm, Ashar Group helps financial professionals and their clients navigate the life settlement process and uncover value in life insurance assets. The Mendelsohn's share the story behind the company's founding, how life insurance policies can be monetized within financial planning, and how family values shape their mission and impact.

]]> Withum Buzzsprout-18063069 Thu, 23 Oct 2025 10:00:00 -0400 2097 c-suite spotlight full false Inside DOL CAP Audits – What’s Next? Inside DOL CAP Audits – What’s Next? In the final episode of the Inside the DOL CAP Audits Series, Ashleigh Hall and Dave Dorsey explore what happens after a Department of Labor (DOL) investigation concludes. They’ll walk through the next steps unions can expect, common post-investigation outcomes, and how to proactively prepare for a Compliance Audit Program (CAP) audit.

]]> In the final episode of the Inside the DOL CAP Audits Series, Ashleigh Hall and Dave Dorsey explore what happens after a Department of Labor (DOL) investigation concludes. They’ll walk through the next steps unions can expect, common post-investigation outcomes, and how to proactively prepare for a Compliance Audit Program (CAP) audit.

]]> Withum Buzzsprout-17926546 Mon, 29 Sep 2025 15:00:00 -0400 779 labor unions full false Epic Disruptions: How History’s Biggest Innovations Can Guide Tomorrow’s Leaders Epic Disruptions: How History’s Biggest Innovations Can Guide Tomorrow’s Leaders In this special episode, host Cutty Thomas welcomes Scott D. Anthony to discuss his newest book, Epic Disruptions: 11 Innovations That Shaped Our Modern World. Known for his deep expertise in innovation strategy, Scott shares the inspiration behind his ninth book and breaks down why disruption is often misunderstood. He also shares how leaders can separate hype from true innovation, and the lessons they can take from history’s most game-changing breakthroughs.

]]> In this special episode, host Cutty Thomas welcomes Scott D. Anthony to discuss his newest book, Epic Disruptions: 11 Innovations That Shaped Our Modern World. Known for his deep expertise in innovation strategy, Scott shares the inspiration behind his ninth book and breaks down why disruption is often misunderstood. He also shares how leaders can separate hype from true innovation, and the lessons they can take from history’s most game-changing breakthroughs.

]]> Withum Buzzsprout-17926036 Mon, 29 Sep 2025 14:00:00 -0400 1341 c-suite spotlight full false DOL Insights: Cybersecurity Update for Plan Sponsors DOL Insights: Cybersecurity Update for Plan Sponsors Withum’s Julie Tracy returns with a fresh cybersecurity update. After speaking at several industry events, Julie brings her expertise to this episode to unpack what to expect during a Department of Labor (DOL) investigation and what the DOL does not want to see. She shares practical, actionable insights to help ensure your plan stays protected and compliant.

]]> Withum’s Julie Tracy returns with a fresh cybersecurity update. After speaking at several industry events, Julie brings her expertise to this episode to unpack what to expect during a Department of Labor (DOL) investigation and what the DOL does not want to see. She shares practical, actionable insights to help ensure your plan stays protected and compliant.

]]> Withum Buzzsprout-17860786 Wed, 17 Sep 2025 11:00:00 -0400 1089 Multiemployer full false Claiming That IRC Section 280E is Inapplicable: What is the Impact and Disclosure on Tax Returns and Financial Statements? Claiming That IRC Section 280E is Inapplicable: What is the Impact and Disclosure on Tax Returns and Financial Statements? In this inaugural episode of Withum’s What The Hemp? Podcast Series, Steven Monacelli is joined by Ray Owens and Wendy Heiss to discuss one of the most talked-about issues in the cannabis industry today: the non-280E position. They explore the theories behind challenging Section 280E, the benefits of obtaining a tax opinion letter and the required applicable disclosures on this uncertain tax position on tax returns, and finally the impact of the position on GAAP basis financial statements and disclosures.

]]> In this inaugural episode of Withum’s What The Hemp? Podcast Series, Steven Monacelli is joined by Ray Owens and Wendy Heiss to discuss one of the most talked-about issues in the cannabis industry today: the non-280E position. They explore the theories behind challenging Section 280E, the benefits of obtaining a tax opinion letter and the required applicable disclosures on this uncertain tax position on tax returns, and finally the impact of the position on GAAP basis financial statements and disclosures.

]]> Withum Buzzsprout-17743718 Wed, 27 Aug 2025 14:00:00 -0400 1869 cannabis full false Inside DOL CAP Audits – Most Common Findings Post-Investigation Inside DOL CAP Audits – Most Common Findings Post-Investigation Withum’s Ashleigh Hall and Dave Dorsey are back with part two of the Inside the DOL CAP Audits Series. In this episode, they unpack the most common findings that emerge from Department of Labor (DOL) investigations, including issues related to record retention, credit card expenses and employee compensation.



]]> Withum’s Ashleigh Hall and Dave Dorsey are back with part two of the Inside the DOL CAP Audits Series. In this episode, they unpack the most common findings that emerge from Department of Labor (DOL) investigations, including issues related to record retention, credit card expenses and employee compensation.



]]> Withum Buzzsprout-17691353 Mon, 18 Aug 2025 15:00:00 -0400 1023 labor unions full false Scaling Smart with Cloud Strategies and Solutions for Growth Scaling Smart with Cloud Strategies and Solutions for Growth Join Withum’s Cutty Thomas as he sits down with Gayle Nelson, Founder and President of Rapid Cloud Partners, to discuss how financial and operational leaders can overcome common challenges that arise during growth. With deep experience across industries, Gayle shares her journey and lessons learned from guiding organizations through digital transformation. This episode explores how smart technology decisions can support long-term scalability.

]]> Join Withum’s Cutty Thomas as he sits down with Gayle Nelson, Founder and President of Rapid Cloud Partners, to discuss how financial and operational leaders can overcome common challenges that arise during growth. With deep experience across industries, Gayle shares her journey and lessons learned from guiding organizations through digital transformation. This episode explores how smart technology decisions can support long-term scalability.

]]> Withum Buzzsprout-17668795 Wed, 13 Aug 2025 22:00:00 -0400 1445 c-suite spotlight full false The Rise of Fractional Financial Leadership The Rise of Fractional Financial Leadership Our host Cutty Thomas sits down with Brian Peterson, CEO and Co-Founder at Outrigger Group, to explore the evolving role of the fractional CFO. Brian shares his insights on how early-stage and growing companies can access high-level financial strategy without the cost of a full-time hire. From project-based consulting to long-term partnerships, discover how flexible finance leadership is reshaping the future of business. Tune in to learn more about the value of outsourcing financial expertise.

]]> Our host Cutty Thomas sits down with Brian Peterson, CEO and Co-Founder at Outrigger Group, to explore the evolving role of the fractional CFO. Brian shares his insights on how early-stage and growing companies can access high-level financial strategy without the cost of a full-time hire. From project-based consulting to long-term partnerships, discover how flexible finance leadership is reshaping the future of business. Tune in to learn more about the value of outsourcing financial expertise.

]]> Withum Buzzsprout-17557626 Thu, 24 Jul 2025 11:00:00 -0400 1428 c-suite spotlight full false Inside DOL CAP Audits – What They Are and How They Work Inside DOL CAP Audits – What They Are and How They Work In the first installment of our 3-part series, Withum’s Ashleigh Hall and Dave Dorsey break down the Department of Labor’s Compliance Audit Program (CAP) and the International CAP (I-CAP). What exactly are these audits? What triggers them? And what can unions expect once they’re under investigation? Ashleigh and Dave walk you through the process, offering expert insights and practical tips along the way. 

]]> In the first installment of our 3-part series, Withum’s Ashleigh Hall and Dave Dorsey break down the Department of Labor’s Compliance Audit Program (CAP) and the International CAP (I-CAP). What exactly are these audits? What triggers them? And what can unions expect once they’re under investigation? Ashleigh and Dave walk you through the process, offering expert insights and practical tips along the way. 

]]> Withum Buzzsprout-17541700 Mon, 21 Jul 2025 17:00:00 -0400 929 labor unions full false CFO Perspectives: Addressing Economic Shifts, Elections and Tariffs CFO Perspectives: Addressing Economic Shifts, Elections and Tariffs Join Withum’s Cutty Thomas as he welcomes back seasoned CFO and startup advisor, Jim Kelliher. In this special episode, they cover how economic shifts, presidential policies and evolving tariffs are shaping business strategy. Jim shares practical advice for CFOs navigating uncertainty and planning for long-term business success. It’s never too late to adopt executive strategies on being agile, nimble and resilient.

]]> Join Withum’s Cutty Thomas as he welcomes back seasoned CFO and startup advisor, Jim Kelliher. In this special episode, they cover how economic shifts, presidential policies and evolving tariffs are shaping business strategy. Jim shares practical advice for CFOs navigating uncertainty and planning for long-term business success. It’s never too late to adopt executive strategies on being agile, nimble and resilient.

]]> Withum Buzzsprout-17399015 Wed, 25 Jun 2025 15:00:00 -0400 1638 c-suite spotlight full false The Changing Landscape of Hospitality Insurance The Changing Landscape of Hospitality Insurance In this episode, Lena Combs and Joey Masters, Senior Partner at The Baldwin Group, discuss the evolving insurance market for hospitality businesses and strategies for managing its challenges and increasing expenses.

]]> In this episode, Lena Combs and Joey Masters, Senior Partner at The Baldwin Group, discuss the evolving insurance market for hospitality businesses and strategies for managing its challenges and increasing expenses.

]]> Withum Buzzsprout-17351630 Tue, 17 Jun 2025 09:00:00 -0400 1396 Lodging full false From Law to Leadership: A C-Suite Leader's Take on Startups, Strategy and AI From Law to Leadership: A C-Suite Leader's Take on Startups, Strategy and AI Liz Graham, CEO of Ada IQ, sits down with Cutty Thomas for a dynamic conversation on her unique career path from corporate law to the helm of an innovative tech company. Liz shares her personal insights on navigating leadership transformation, the realities of scaling in the startup world and how Ada IQ is embracing AI.

]]> Liz Graham, CEO of Ada IQ, sits down with Cutty Thomas for a dynamic conversation on her unique career path from corporate law to the helm of an innovative tech company. Liz shares her personal insights on navigating leadership transformation, the realities of scaling in the startup world and how Ada IQ is embracing AI.

]]> Withum Buzzsprout-17314305 Tue, 10 Jun 2025 14:00:00 -0400 1327 c-suite spotlight full false Building Accounting and Finance Into the DNA of Your Startup Building Accounting and Finance Into the DNA of Your Startup Host Cutty Thomas sits down with Juergen Horn, Founder and President of Invetx, a biotech company pioneering protein-based therapeutics for animal health. A former practicing veterinarian, Juergen shares lessons from his journey to biotech innovator, exploring the critical role finance plays in the fast-paced biotech sector. He discusses the financial decisions that shape early-stage growth, the evolving needs of scaling companies and the risks of neglecting foundational accounting practices. Whether you're a founder laying the groundwork or a CFO steering growth, this episode offers actionable insights for anyone shaping financial strategy in a high-growth environment.

]]> Host Cutty Thomas sits down with Juergen Horn, Founder and President of Invetx, a biotech company pioneering protein-based therapeutics for animal health. A former practicing veterinarian, Juergen shares lessons from his journey to biotech innovator, exploring the critical role finance plays in the fast-paced biotech sector. He discusses the financial decisions that shape early-stage growth, the evolving needs of scaling companies and the risks of neglecting foundational accounting practices. Whether you're a founder laying the groundwork or a CFO steering growth, this episode offers actionable insights for anyone shaping financial strategy in a high-growth environment.

]]> Withum Buzzsprout-17204327 Wed, 21 May 2025 14:00:00 -0400 1410 c-suite spotlight full false Private Equity with Purpose: More Than the Bottom Line Private Equity with Purpose: More Than the Bottom Line Join Withum’s Cutty Thomas as he chats with Chris Pike, Special Partner at Advent International, about private equity’s role in driving business transformation. Chris shares how CFOs can align with investor goals and lead through change. This episode also dives into the personal side of leadership — the value of volunteering, giving back and building a culture within your organization. Tune in for actionable takeaways that blend strategy with purpose.

]]> Join Withum’s Cutty Thomas as he chats with Chris Pike, Special Partner at Advent International, about private equity’s role in driving business transformation. Chris shares how CFOs can align with investor goals and lead through change. This episode also dives into the personal side of leadership — the value of volunteering, giving back and building a culture within your organization. Tune in for actionable takeaways that blend strategy with purpose.

]]> Withum Buzzsprout-17037340 Thu, 24 Apr 2025 11:00:00 -0400 1900 c-suite spotlight full false The Impact of Automation in the Hospitality Industry The Impact of Automation in the Hospitality Industry In this episode of Lodging Insights and Innovations, Lena Combs and Andrew Guy, CEO of FD Intelligence, discuss how hospitality companies can use automation to save time and resources, and increase profitability. 

]]> In this episode of Lodging Insights and Innovations, Lena Combs and Andrew Guy, CEO of FD Intelligence, discuss how hospitality companies can use automation to save time and resources, and increase profitability. 

]]> Withum Buzzsprout-16997967 Thu, 17 Apr 2025 16:00:00 -0400 1150 Lodging full false The CFO’s Role in Go-to-Market Success: Where Finance Meets Marketing The CFO’s Role in Go-to-Market Success: Where Finance Meets Marketing Mike Troiano, Partner at G20 Ventures, joins Withum’s Cutty Thomas for our next episode. As a seasoned branding expert, Mike talks to the critical connection between finance and go-to-market (GTM) strategy in high-growth companies. He shares insights from his venture capital journey, offering practical advice on aligning financial strategy with GTM objectives – and leveraging storytelling to drive business success. Listen in for actionable takeaways on scaling businesses the right way.

]]> Mike Troiano, Partner at G20 Ventures, joins Withum’s Cutty Thomas for our next episode. As a seasoned branding expert, Mike talks to the critical connection between finance and go-to-market (GTM) strategy in high-growth companies. He shares insights from his venture capital journey, offering practical advice on aligning financial strategy with GTM objectives – and leveraging storytelling to drive business success. Listen in for actionable takeaways on scaling businesses the right way.

]]> Withum Buzzsprout-16703459 Thu, 27 Feb 2025 09:00:00 -0500 1557 c-suite spotlight full false CFO Strategies for Venture-Backed Companies CFO Strategies for Venture-Backed Companies Join Withum’s Cutty Thomas as he speaks with Jeff Troderman, CFO at Invetx, an innovative company transforming biopharmaceuticals for animal health, about navigating the financial challenges of venture capital-backed companies. Jeff shares insights on balancing research investments with G&A expenses, maintaining accurate financial records and gaining investor trust. Tune in for practical advice tailored for CFOs and seasoned financial leaders.

]]> Join Withum’s Cutty Thomas as he speaks with Jeff Troderman, CFO at Invetx, an innovative company transforming biopharmaceuticals for animal health, about navigating the financial challenges of venture capital-backed companies. Jeff shares insights on balancing research investments with G&A expenses, maintaining accurate financial records and gaining investor trust. Tune in for practical advice tailored for CFOs and seasoned financial leaders.

]]> Withum Buzzsprout-16479264 Tue, 21 Jan 2025 16:00:00 -0500 1698 c-suite spotlight full false From Startups to Scale-Ups: A CFO’s Playbook for Success From Startups to Scale-Ups: A CFO’s Playbook for Success Join Withum’s Cutty Thomas in the inaugural episode of our new podcast series. He welcomes Jim Kelliher, a seasoned CFO with over 25 years of experience in the startup world. As a current angel investor and financial consultant, Jim shares his journey and expertise on scaling businesses, financial strategies and the evolving role of CFOs.

]]> Join Withum’s Cutty Thomas in the inaugural episode of our new podcast series. He welcomes Jim Kelliher, a seasoned CFO with over 25 years of experience in the startup world. As a current angel investor and financial consultant, Jim shares his journey and expertise on scaling businesses, financial strategies and the evolving role of CFOs.

]]> Withum Buzzsprout-16254816 Tue, 10 Dec 2024 12:00:00 -0500 1463 c-suite spotlight full false Streamlining Your Internal Processes Streamlining Your Internal Processes In our latest episode, Aaron Slaughter sits down with Stephanie Fitzgerald and David Healy from Withum’s Systems and Process Assurance Services team. Join us as Stephanie and David explore the essentials of internal controls, their importance, and how to streamline manual processes. They also share client success stories that highlight the impact of efficient internal processes.

]]> In our latest episode, Aaron Slaughter sits down with Stephanie Fitzgerald and David Healy from Withum’s Systems and Process Assurance Services team. Join us as Stephanie and David explore the essentials of internal controls, their importance, and how to streamline manual processes. They also share client success stories that highlight the impact of efficient internal processes.

]]> Withum Buzzsprout-16251473 Mon, 09 Dec 2024 22:00:00 -0500 1322 Multiemployer full false Understanding Hotel Valuations in a Changing Market Understanding Hotel Valuations in a Changing Market Real estate valuations and hotel businesses go hand in hand. Join Lena Combs and Zack Smith, Team Leader of Withum’s Real Estate Valuation Services Team as they discuss the nuances related to valuating a hotel business and how they are affected by changes in the market.

]]> Real estate valuations and hotel businesses go hand in hand. Join Lena Combs and Zack Smith, Team Leader of Withum’s Real Estate Valuation Services Team as they discuss the nuances related to valuating a hotel business and how they are affected by changes in the market.

]]> Withum Buzzsprout-16021099 Wed, 30 Oct 2024 15:00:00 -0400 597 Lodging full false Artificial Intelligence Revolution: What You Need To Know for Your Benefit Plan Artificial Intelligence Revolution: What You Need To Know for Your Benefit Plan In this episode, Val Orekhov, Market Leader of Withum’s Digital Workplace and AI Solutions Team, and Ashleigh Hall, Partner in Withum’s Multiemployer Benefit Plans and Labor Unions Services Teams, delve into the captivating world of artificial intelligence. They demystify AI, explore its functionality, and share real-world examples of how AI can be used as a tool to improve productivity and not replace jobs.

]]> In this episode, Val Orekhov, Market Leader of Withum’s Digital Workplace and AI Solutions Team, and Ashleigh Hall, Partner in Withum’s Multiemployer Benefit Plans and Labor Unions Services Teams, delve into the captivating world of artificial intelligence. They demystify AI, explore its functionality, and share real-world examples of how AI can be used as a tool to improve productivity and not replace jobs.

]]> Withum Buzzsprout-16012864 Tue, 29 Oct 2024 13:00:00 -0400 1140 Multiemployer full false When and Why It's Time for a Business Valuation When and Why It's Time for a Business Valuation In this episode of Lodging Insights and Innovations, Lena Combs and Brian McIntyre, Market Leader of Corporate Valuation and SBA Loan Valuations, shed light on the importance of business valuations and the impact they can have in a unique industry like hospitality.

]]> In this episode of Lodging Insights and Innovations, Lena Combs and Brian McIntyre, Market Leader of Corporate Valuation and SBA Loan Valuations, shed light on the importance of business valuations and the impact they can have in a unique industry like hospitality.

]]> Withum Buzzsprout-15893951 Tue, 08 Oct 2024 22:00:00 -0400 1315 Lodging full false Financially Distressed Property and Strategic Options for Moving Forward Financially Distressed Property and Strategic Options for Moving Forward Join Lena Combs and Ken DeGraw, Partner in Withum's Forensic and Valuation Services Group as they discuss financially distressed properties and the strategic options for moving forward as the owner.

]]> Join Lena Combs and Ken DeGraw, Partner in Withum's Forensic and Valuation Services Group as they discuss financially distressed properties and the strategic options for moving forward as the owner.

]]> Withum Buzzsprout-15400500 Thu, 11 Jul 2024 16:00:00 -0400 1114 Lodging full false The Benefits of a Cost Segregation Study The Benefits of a Cost Segregation Study Join Lena Combs and Martin Harski, Principal and Group Leader of the Cost Segregation team as they dive into an invaluable tax savings tool known as a cost segregation study. Learn how these studies are used to increase cash flow, accelerate depreciation deductions, and defer federal and state income taxes.

]]> Join Lena Combs and Martin Harski, Principal and Group Leader of the Cost Segregation team as they dive into an invaluable tax savings tool known as a cost segregation study. Learn how these studies are used to increase cash flow, accelerate depreciation deductions, and defer federal and state income taxes.

]]> Withum Buzzsprout-15125252 Thu, 23 May 2024 14:00:00 -0400 865 Lodging full false How AI Is Transforming Finance and Accounting How AI Is Transforming Finance and Accounting Colleen Fay, tax partner at Withum, was invited to participate in a recent PEI Spotlight podcast, where she shared invaluable insights on the profound impact of artificial intelligence in finance. Tune in to listen how Colleen leverages AI to elevate productivity, precision, and strategic decision-making in the realm of alternative investments.

]]> Colleen Fay, tax partner at Withum, was invited to participate in a recent PEI Spotlight podcast, where she shared invaluable insights on the profound impact of artificial intelligence in finance. Tune in to listen how Colleen leverages AI to elevate productivity, precision, and strategic decision-making in the realm of alternative investments.

]]> Withum Buzzsprout-14421767 Thu, 01 Feb 2024 12:00:00 -0500 1339 full false Part 5: Year in Review Part 5: Year in Review In episode 5 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney reflect on what they have each seen over the past year and their predictions for next year. They also discuss deal volume and if it is going to change, go away, or continue at the pace we've seen it happening.

]]> In episode 5 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney reflect on what they have each seen over the past year and their predictions for next year. They also discuss deal volume and if it is going to change, go away, or continue at the pace we've seen it happening.

]]> Withum Buzzsprout-14255673 Fri, 05 Jan 2024 13:00:00 -0500 1087 private equity full false AI’s Rapidly Evolving Landscape and Its Ability to Impact the Hospitality Industry AI’s Rapidly Evolving Landscape and Its Ability to Impact the Hospitality Industry Artificial intelligence is all the rage right now in business. In this episode, Lena Combs and Daniel Cohen-Dumani, Partner and Market Leader, Digital Workplace Solutions, discuss how AI has erupted onto the scene in many industries and how this advancement in technology can be applied in ways to benefit the hospitality industry.

]]> Artificial intelligence is all the rage right now in business. In this episode, Lena Combs and Daniel Cohen-Dumani, Partner and Market Leader, Digital Workplace Solutions, discuss how AI has erupted onto the scene in many industries and how this advancement in technology can be applied in ways to benefit the hospitality industry.

]]> Withum Buzzsprout-14177560 Tue, 19 Dec 2023 21:00:00 -0500 1650 Lodging full false Part 4: Diving Deeper Into EBITDA and the Financial Aspects of the Deal Part 4: Diving Deeper Into EBITDA and the Financial Aspects of the Deal In episode 4 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney take a deeper look into the financial aspects of a deal. take a deeper look into the financial aspects of a deal. Some discussion points include preparing your practice for a transaction and what to expect while going through the process.

]]> In episode 4 of Demystifying Private Equity and Transactions With Physician Practices, Steve and Sidney take a deeper look into the financial aspects of a deal. take a deeper look into the financial aspects of a deal. Some discussion points include preparing your practice for a transaction and what to expect while going through the process.

]]> Withum Buzzsprout-14093704 Tue, 05 Dec 2023 12:00:00 -0500 1001 private equity full false Is It Time for Your Union To Explore 3rd Party Accounting? Is It Time for Your Union To Explore 3rd Party Accounting? Withum’s Jason Edwards joins the Union Ledger podcast to discuss all things 3rd party accounting. Tune in to hear about the benefits of 3rd party accounting experienced by our clients including increased efficiency, improved transparency, and potential cost savings.

]]> Withum’s Jason Edwards joins the Union Ledger podcast to discuss all things 3rd party accounting. Tune in to hear about the benefits of 3rd party accounting experienced by our clients including increased efficiency, improved transparency, and potential cost savings.

]]> Withum Buzzsprout-14008336 Mon, 20 Nov 2023 20:00:00 -0500 2029 labor unions full false Part 3: Impact of Operations on Your Deal Part 3: Impact of Operations on Your Deal In our third episode of Demystifying Private Equity Transactions With Physician Practices, Steve and Sidney dive into the impacts of operations on a deal.

]]> In our third episode of Demystifying Private Equity Transactions With Physician Practices, Steve and Sidney dive into the impacts of operations on a deal.

]]> Withum Buzzsprout-13797063 Tue, 17 Oct 2023 15:00:00 -0400 1033 private equity full false From Associate to Partner: How Do Lawyers’ Taxes Change? From Associate to Partner: How Do Lawyers’ Taxes Change? New law firm partners are certainly well-prepared for this prestigious promotion in their careers; however, many are unaware of the impending changes to their financial lives due to new tax protocols for their earnings. Join Hal Margolit, Natalie Chance and Nisha Bhanushali of Withum’s Law Firm Services team as they discuss the tax and financial considerations for new law firm partners and shareholders at law firms of various entity types, including Partnerships/LLCs, S Corporations and C Corporations.

]]> New law firm partners are certainly well-prepared for this prestigious promotion in their careers; however, many are unaware of the impending changes to their financial lives due to new tax protocols for their earnings. Join Hal Margolit, Natalie Chance and Nisha Bhanushali of Withum’s Law Firm Services team as they discuss the tax and financial considerations for new law firm partners and shareholders at law firms of various entity types, including Partnerships/LLCs, S Corporations and C Corporations.

]]> Withum Buzzsprout-13679742 Thu, 28 Sep 2023 11:00:00 -0400 932 full false Part 2: How To Resolve Issues That Occur Within Physician Practices and PE Investments Part 2: How To Resolve Issues That Occur Within Physician Practices and PE Investments Steve Brady, Market Leader of Transaction Advisory at Withum and Sidney Welch, Partner in the Healthcare Practice at Bradley,  weigh in on the issues that can go wrong with deals within physician practices and private equity investments.

]]> Steve Brady, Market Leader of Transaction Advisory at Withum and Sidney Welch, Partner in the Healthcare Practice at Bradley,  weigh in on the issues that can go wrong with deals within physician practices and private equity investments.

]]> Withum Buzzsprout-13532731 Tue, 05 Sep 2023 11:00:00 -0400 1169 private equity full false Part 1: Financial Considerations of Private Equity Deals Part 1: Financial Considerations of Private Equity Deals Steve Brady, Market Leader of Transaction Advisory at Withum and Sidney Welch, Partner in the Healthcare Practice at Bradley,  discuss the financial considerations of private equity deals that physician practices should think about.

]]> Steve Brady, Market Leader of Transaction Advisory at Withum and Sidney Welch, Partner in the Healthcare Practice at Bradley,  discuss the financial considerations of private equity deals that physician practices should think about.

]]> Withum Buzzsprout-13532627 Tue, 05 Sep 2023 11:00:00 -0400 1139 private equity full false Invaluable Human Capital Tips for the Philadelphia Startup Community with Way FWD Strategy Invaluable Human Capital Tips for the Philadelphia Startup Community with Way FWD Strategy The Philadelphia technology startup ecosystem is experiencing remarkable growth,
fostering a vibrant community of innovative companies striving for success. To
support these startups in achieving their goals, external services play a
crucial role.

In an enlightening conversation, Withum’s David Hansell and Cassie
Tate, Founder of Way FWD Strategy, delve into Cassie's career in the tech and
human capital industries, where they discuss the distinctive characteristics of
Philadelphia's startup community and share invaluable human capital tips that
startups and venture capitalists can leverage to drive their growth and achieve
their goals.



]]> The Philadelphia technology startup ecosystem is experiencing remarkable growth,
fostering a vibrant community of innovative companies striving for success. To
support these startups in achieving their goals, external services play a
crucial role.

In an enlightening conversation, Withum’s David Hansell and Cassie
Tate, Founder of Way FWD Strategy, delve into Cassie's career in the tech and
human capital industries, where they discuss the distinctive characteristics of
Philadelphia's startup community and share invaluable human capital tips that
startups and venture capitalists can leverage to drive their growth and achieve
their goals.



]]> Withum Buzzsprout-13336490 Wed, 02 Aug 2023 09:00:00 -0400 615 full false Exploring the Value of Mergers and Acquisitions Exploring the Value of Mergers and Acquisitions In this episode, Lena Combs and Jeanette Jordan, Partner in Withum’s Transaction Advisory group, discuss the current hospitality M&A landscape and share their insights on best practices for due diligence and navigating the process to a successful deal.

]]> In this episode, Lena Combs and Jeanette Jordan, Partner in Withum’s Transaction Advisory group, discuss the current hospitality M&A landscape and share their insights on best practices for due diligence and navigating the process to a successful deal.

]]> Withum Buzzsprout-13285667 Tue, 25 Jul 2023 10:00:00 -0400 980 Lodging full false Navigating the DOL's Cybersecurity Best Practices: Insights from the Trenches Navigating the DOL's Cybersecurity Best Practices: Insights from the Trenches Withum’s Cybersecurity Expert, Julie Tracy, is back for another insightful episode with host Aaron Slaughter. As we are over a year into navigating the DOL’s Cybersecurity Best Practices, Julie will share the lessons learned and trends she is seeing as it relates to cybersecurity in the Multiemployer space. It's an episode you can't afford to miss!

]]> Withum’s Cybersecurity Expert, Julie Tracy, is back for another insightful episode with host Aaron Slaughter. As we are over a year into navigating the DOL’s Cybersecurity Best Practices, Julie will share the lessons learned and trends she is seeing as it relates to cybersecurity in the Multiemployer space. It's an episode you can't afford to miss!

]]> Withum Buzzsprout-13245847 Tue, 18 Jul 2023 13:00:00 -0400 1179 Multiemployer full false Navigating Credit Card Processing and Cash Discount Programs Navigating Credit Card Processing and Cash Discount Programs Join Lena Combs and guest Paul Errigo, CEO of Swiped Unlimited, as they share their knowledge on payment processors, including credit card processing and cash discount programs in the hospitality industry. Discover the strategies for managing credit card fees and how optimizing payment processing can benefit your bottom line.

]]> Join Lena Combs and guest Paul Errigo, CEO of Swiped Unlimited, as they share their knowledge on payment processors, including credit card processing and cash discount programs in the hospitality industry. Discover the strategies for managing credit card fees and how optimizing payment processing can benefit your bottom line.

]]> Withum Buzzsprout-12807432 Mon, 08 May 2023 12:00:00 -0400 1068 Lodging full false The Importance of Disclosure: Navigating Anti-ESG Sentiment Plus an SEC Update The Importance of Disclosure: Navigating Anti-ESG Sentiment Plus an SEC Update When it comes to ESG policies, transparency is key (and will likely become a requirement). Join Withum’s ESG Practice Leader, Joe Holman, and Sadis & Goldberg LLP partner, Dan Viola, as they discuss the evolving ESG guidance and best practices that impact everything from retirement plans, investments, marketing and the state of Florida.

]]> When it comes to ESG policies, transparency is key (and will likely become a requirement). Join Withum’s ESG Practice Leader, Joe Holman, and Sadis & Goldberg LLP partner, Dan Viola, as they discuss the evolving ESG guidance and best practices that impact everything from retirement plans, investments, marketing and the state of Florida.

]]> Withum Buzzsprout-12649963 Fri, 14 Apr 2023 10:00:00 -0400 1077 full false Forensic Investigations and the Role of a Forensic Accountant Forensic Investigations and the Role of a Forensic Accountant The ACFE Report to the Nations ranks hospitality among the top industries susceptible to fraudulent activities, with a median loss of $55,000 per case. Join Lena Combs and Nicole Lyons, Partner and Market Leader of Business Disputes and Economic Damages, as they dive into the world of forensic investigations and accounting in the hospitality and lodging sector. 

]]> The ACFE Report to the Nations ranks hospitality among the top industries susceptible to fraudulent activities, with a median loss of $55,000 per case. Join Lena Combs and Nicole Lyons, Partner and Market Leader of Business Disputes and Economic Damages, as they dive into the world of forensic investigations and accounting in the hospitality and lodging sector. 

]]> Withum Buzzsprout-12534872 Tue, 28 Mar 2023 14:00:00 -0400 1037 Lodging full false IT Modernization – What Are the Benefits for Multiemployer Plans? IT Modernization – What Are the Benefits for Multiemployer Plans? Tune in as Withum’s Aaron Slaughter and Josh Stove discuss the ins and outs of IT modernization. Josh explains the basics, benefits, estimated costs of modernizing systems, and more. 

]]> Tune in as Withum’s Aaron Slaughter and Josh Stove discuss the ins and outs of IT modernization. Josh explains the basics, benefits, estimated costs of modernizing systems, and more. 

]]> Withum Buzzsprout-12401494 Wed, 08 Mar 2023 12:00:00 -0500 942 Multiemployer full false The Importance of Cyber Insurance for Hospitality Businesses The Importance of Cyber Insurance for Hospitality Businesses Cyber attacks are a real threat to business, and the hospitality industry is no exception. Yet cyber insurance is often overlooked. Tune in as Lena Combs and Ed Keck, Partner and Market Leader of Cyber and Information Security Services, describe the importance of having cyber insurance to give you peace of mind and provide coverage against costly data breaches and ransomware. 

]]> Cyber attacks are a real threat to business, and the hospitality industry is no exception. Yet cyber insurance is often overlooked. Tune in as Lena Combs and Ed Keck, Partner and Market Leader of Cyber and Information Security Services, describe the importance of having cyber insurance to give you peace of mind and provide coverage against costly data breaches and ransomware. 

]]> Withum Buzzsprout-12197078 Mon, 06 Feb 2023 16:00:00 -0500 1082 Lodging full false Personal Cybersecurity Habits You’re Overlooking Personal Cybersecurity Habits You’re Overlooking Withum’s Julie Tracy, Executive Cybersecurity Advisor, shares informative tips and steps to take immediately to protect personal information. 

]]> Withum’s Julie Tracy, Executive Cybersecurity Advisor, shares informative tips and steps to take immediately to protect personal information. 

]]> Withum Buzzsprout-12102551 Mon, 23 Jan 2023 14:00:00 -0500 2302 full false Payroll Audits - Everything You Need To Know Payroll Audits - Everything You Need To Know Why should you or your organization care about payroll audits? Withum’s Phil Vivirito and Aaron Slaughter examine the world of payroll audits, payroll fraud, ways to protect yourself, and other valuable insights to ensure your payroll process is legally compliant. 

]]> Why should you or your organization care about payroll audits? Withum’s Phil Vivirito and Aaron Slaughter examine the world of payroll audits, payroll fraud, ways to protect yourself, and other valuable insights to ensure your payroll process is legally compliant. 

]]> Withum Buzzsprout-12085808 Fri, 20 Jan 2023 12:00:00 -0500 1208 Multiemployer full false Building a Culture of Innovation and Growth Building a Culture of Innovation and Growth In this episode, Lena Combs and Molly Goins-Cox, Chief Innovation Officer, cover ways to implement a culture of innovation and the importance of driving innovation strategy at a lodging business.

]]> In this episode, Lena Combs and Molly Goins-Cox, Chief Innovation Officer, cover ways to implement a culture of innovation and the importance of driving innovation strategy at a lodging business.

]]> Withum Buzzsprout-11820049 Mon, 05 Dec 2022 19:00:00 -0500 745 Lodging full false Trends in Process Automation for Hospitality Trends in Process Automation for Hospitality Listen in as Lena Combs and Daniel Cohen-Dumani, Partner and Market Leader of Digital and Technology Transformation, discuss the latest in process automation trends and how businesses can optimize key operations to increase efficiency. 

]]> Listen in as Lena Combs and Daniel Cohen-Dumani, Partner and Market Leader of Digital and Technology Transformation, discuss the latest in process automation trends and how businesses can optimize key operations to increase efficiency. 

]]> Withum Buzzsprout-11569356 Tue, 25 Oct 2022 20:00:00 -0400 802 Lodging full false Health Claims Fraud – It’s More Common Than You Think Health Claims Fraud – It’s More Common Than You Think Aaron Slaughter and Linda Vincent from The Identity Advocate break down bizarre fraud attempts in the healthcare industry. From charging patients that weren’t seen to ordering additional tests that aren’t needed, Linda examines the different types of health claims fraud and what to look out for to protect you and your family. 

]]> Aaron Slaughter and Linda Vincent from The Identity Advocate break down bizarre fraud attempts in the healthcare industry. From charging patients that weren’t seen to ordering additional tests that aren’t needed, Linda examines the different types of health claims fraud and what to look out for to protect you and your family. 

]]> Withum Buzzsprout-11526229 Tue, 18 Oct 2022 21:00:00 -0400 1969 Multiemployer full false Insights on R&D Capitalization Insights on R&D Capitalization Lenny Smith, Team Leader of Withum’s Life Science Tax Services discusses R&D Capitalization. Companies are now required to capitalize the costs of research and development (including software development) and amortize them between five and fifteen years. Lenny provides examples of how Withum can help via R&D credits and other tax planning opportunities. 

]]> Lenny Smith, Team Leader of Withum’s Life Science Tax Services discusses R&D Capitalization. Companies are now required to capitalize the costs of research and development (including software development) and amortize them between five and fifteen years. Lenny provides examples of how Withum can help via R&D credits and other tax planning opportunities. 

]]> Withum Buzzsprout-11361345 Wed, 21 Sep 2022 13:00:00 -0400 194 full false Fraud Alert – New Phishing Trends and Best Practices in Benefit Plans Fraud Alert – New Phishing Trends and Best Practices in Benefit Plans Listen in as Withum’s Aaron Slaughter and Julie Tracy discuss the statistical rise in fraud worldwide and best practices for protecting yourself and your organization. With fraud schemes constantly evolving, stay up to date with the latest trends from cybersecurity expert Julie Tracy. 

]]> Listen in as Withum’s Aaron Slaughter and Julie Tracy discuss the statistical rise in fraud worldwide and best practices for protecting yourself and your organization. With fraud schemes constantly evolving, stay up to date with the latest trends from cybersecurity expert Julie Tracy. 

]]> Withum Buzzsprout-11312791 Tue, 13 Sep 2022 14:00:00 -0400 1759 Multiemployer full false Understanding the Federal Work Opportunity Tax Credit Understanding the Federal Work Opportunity Tax Credit In this episode, Lena Combs and Withum’s Stuart McCallum, Partner and Consumer Products Practice Leader review WOTC and discuss the benefits and impacts of this tax credit on lodging businesses.

]]> In this episode, Lena Combs and Withum’s Stuart McCallum, Partner and Consumer Products Practice Leader review WOTC and discuss the benefits and impacts of this tax credit on lodging businesses.

]]> Withum Buzzsprout-11203018 Thu, 25 Aug 2022 12:00:00 -0400 963 Lodging full false Implementing an ESG Framework Implementing an ESG Framework Join Lena Combs and Withum’s Joe Holman, Principal and Practice Leader of ESG Services, as they cover ESG's value for businesses and the importance of sustainability in hospitality.

]]> Join Lena Combs and Withum’s Joe Holman, Principal and Practice Leader of ESG Services, as they cover ESG's value for businesses and the importance of sustainability in hospitality.

]]> Withum Buzzsprout-10915710 Wed, 06 Jul 2022 13:00:00 -0400 792 Lodging full false Leveraging Data Visualization for Business Optimization Leveraging Data Visualization for Business Optimization In this episode, Lena Combs and Withum’s Dale Tuttle, Partner and Leader of Digital and Technology Transformation, discuss the tools available such as PowerBI and how visualizing data can help you understand guest trends and identify opportunities for your business. 

]]> In this episode, Lena Combs and Withum’s Dale Tuttle, Partner and Leader of Digital and Technology Transformation, discuss the tools available such as PowerBI and how visualizing data can help you understand guest trends and identify opportunities for your business. 

]]> Withum Buzzsprout-10686887 Thu, 26 May 2022 12:00:00 -0400 802 Lodging full false What's Next for the DOL's Cybersecurity Guidance? What's Next for the DOL's Cybersecurity Guidance? Listen in as Aaron Slaughter and Dave Dorsey discuss the Department of Labor’s guidance for employee benefit plans and best practices for cybersecurity programs. Aaron and Dave will break down the policy and actionable items to improve the plan’s cybersecurity program. 

]]> Listen in as Aaron Slaughter and Dave Dorsey discuss the Department of Labor’s guidance for employee benefit plans and best practices for cybersecurity programs. Aaron and Dave will break down the policy and actionable items to improve the plan’s cybersecurity program. 

]]> Withum Buzzsprout-10588090 Mon, 09 May 2022 16:00:00 -0400 1155 Multiemployer full false How the Cloud Is Transforming the Lodging Industry How the Cloud Is Transforming the Lodging Industry Listen in as Lena Combs and Withum’s Dale Tuttle, Partner and Leader of Digital and Technology Transformation, deep dive into the cloud and the benefits of lodging companies migrating to cloud services. 

]]> Listen in as Lena Combs and Withum’s Dale Tuttle, Partner and Leader of Digital and Technology Transformation, deep dive into the cloud and the benefits of lodging companies migrating to cloud services. 

]]> Withum Buzzsprout-10507048 Tue, 26 Apr 2022 10:00:00 -0400 877 Lodging full false Provider Relief Fund Update: What Your Healthcare Practice Should Know Provider Relief Fund Update: What Your Healthcare Practice Should Know Stephanie Maresca, Team Leader of Withum’s Physician and Dental Practice Services sits down with Domenic Segalla, Market Leader of Withum’s Healthcare Advisory Practice to go over the Provider Relief Funds and the importance of these dollars for the healthcare community. He will discuss the corresponding compliance and reporting that comes with each phase as well as common challenges faced, to ensure your healthcare organization is prepared for every step of the way. 

]]> Stephanie Maresca, Team Leader of Withum’s Physician and Dental Practice Services sits down with Domenic Segalla, Market Leader of Withum’s Healthcare Advisory Practice to go over the Provider Relief Funds and the importance of these dollars for the healthcare community. He will discuss the corresponding compliance and reporting that comes with each phase as well as common challenges faced, to ensure your healthcare organization is prepared for every step of the way. 

]]> Withum Buzzsprout-10188454 Fri, 04 Mar 2022 11:00:00 -0500 789 full false Form 5500 Filing: Regulatory Updates and Changes for 2021 Form 5500 Filing: Regulatory Updates and Changes for 2021 Donna Nevolo, Partner and Employee Benefit Plan Services Market Leader, and Israel Tannenbaum, Partner and Form 5500 Filing Lead, cover the essentials that businesses should be aware of as the deadline approaches.

]]> Donna Nevolo, Partner and Employee Benefit Plan Services Market Leader, and Israel Tannenbaum, Partner and Form 5500 Filing Lead, cover the essentials that businesses should be aware of as the deadline approaches.

]]> https://www.withum.com/resources/form-5500-filing-updates-and-changes-for-2021/ Withum Buzzsprout-9234161 Tue, 21 Sep 2021 10:00:00 -0400 792 full false Cybersecurity for Dealerships: Making the Case for Scanning and Digitization of Paper Deal Jackets Cybersecurity for Dealerships: Making the Case for Scanning and Digitization of Paper Deal Jackets Organized and consistent record keeping is vital for an auto dealership to maintain its reputation and excellent customer service. Thousands of hard copies of deal jackets with poor scans of driver’s licenses can result in inefficient processes when such data needs to be searched or presented for an audit. 

Listen in as we make a case for digitally enabled file storage via AutoTrieve. We share why it’s important to think about scanning & digitization of paper deal jackets and why going digital now should be your next step.  

 

]]> Organized and consistent record keeping is vital for an auto dealership to maintain its reputation and excellent customer service. Thousands of hard copies of deal jackets with poor scans of driver’s licenses can result in inefficient processes when such data needs to be searched or presented for an audit. 

Listen in as we make a case for digitally enabled file storage via AutoTrieve. We share why it’s important to think about scanning & digitization of paper deal jackets and why going digital now should be your next step.  

 

]]> Withum Buzzsprout-8196447 Tue, 23 Mar 2021 13:00:00 -0400 945 Cybersecurity for Dealerships full false Cybersecurity for Dealerships: Tips for Surviving Warranty Audits Cybersecurity for Dealerships: Tips for Surviving Warranty Audits If you’re in the auto dealership space, you are likely no stranger to warranty audits - or paper records. The audits can often result in chargebacks due to poor record keeping and record management causing your dealership to lose money.

In this special episode Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve share their expertise in this area and introduce a tool that will help you get rid of messy paper records and digitally scan and sort your dealership’s documents.  

]]> If you’re in the auto dealership space, you are likely no stranger to warranty audits - or paper records. The audits can often result in chargebacks due to poor record keeping and record management causing your dealership to lose money.

In this special episode Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve share their expertise in this area and introduce a tool that will help you get rid of messy paper records and digitally scan and sort your dealership’s documents.  

]]> Withum Buzzsprout-8196431 Tue, 23 Mar 2021 13:00:00 -0400 896 Cybersecurity for Dealerships full false Cybersecurity for Dealerships: Benefits of Being Selective with Cloud Service Providers Cybersecurity for Dealerships: Benefits of Being Selective with Cloud Service Providers Businesses everywhere are making moves to migrate to the cloud, including auto dealerships. Dealerships are finally catching up with cloud computing and taking the steps to modernize their operations. With cloud computing come risks like ransomware attacks, unprotected sensitive client data and unmet compliance requirements.

Listen in as Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve break down benefits of being selective with cloud service providers while providing insight on how dealerships can avoid risks. 

]]> Businesses everywhere are making moves to migrate to the cloud, including auto dealerships. Dealerships are finally catching up with cloud computing and taking the steps to modernize their operations. With cloud computing come risks like ransomware attacks, unprotected sensitive client data and unmet compliance requirements.

Listen in as Jim Bourke and Stuart McCallum from Withum and Michael Dachille and Rick Manista from AutoTrieve break down benefits of being selective with cloud service providers while providing insight on how dealerships can avoid risks. 

]]> Withum Buzzsprout-8196292 Tue, 23 Mar 2021 13:00:00 -0400 1083 Cybersecurity for Dealerships full false Bankruptcy Cliff: Making the Decision to File for Bankruptcy Bankruptcy Cliff: Making the Decision to File for Bankruptcy In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about making the decision to file for bankruptcy.

]]> In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about making the decision to file for bankruptcy.

]]> https://www.withum.com/resources/perspectives-from-the-bankruptcy-cliff/ Withum Buzzsprout-5263339 Fri, 18 Sep 2020 06:00:00 -0400 338 Bankruptcy 16 full false Bankruptcy Cliff: Bankruptcy Alternatives Bankruptcy Cliff: Bankruptcy Alternatives In this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about bankruptcy alternatives. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about bankruptcy alternatives. 

]]> Withum Buzzsprout-5263285 Thu, 17 Sep 2020 06:00:00 -0400 408 Bankruptcy 14 full false Form 5500 Filing Deadline FAQs Form 5500 Filing Deadline FAQs Wendy Terry, Partner and Employee Benefit Plan Practice Leader, and Donna Nevolo, Partner and Employee Benefit Plan Team Member, discuss the upcoming Form 5500 filing deadline and cover frequently asked questions that businesses should know the answers to.

]]> Wendy Terry, Partner and Employee Benefit Plan Practice Leader, and Donna Nevolo, Partner and Employee Benefit Plan Team Member, discuss the upcoming Form 5500 filing deadline and cover frequently asked questions that businesses should know the answers to.

]]> Withum Buzzsprout-5466481 Wed, 16 Sep 2020 08:00:00 -0400 550 Employee Benefits full false Bankruptcy Cliff: Chapter 11 Bankruptcy Process Bankruptcy Cliff: Chapter 11 Bankruptcy Process In this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about the Chapter 11 bankruptcy process.

]]> In this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about the Chapter 11 bankruptcy process.

]]> Withum Buzzsprout-5263417 Wed, 16 Sep 2020 06:00:00 -0400 907 Bankruptcy, Planning 17 full false Bankruptcy Cliff: The Exemptions and Property of the Estate Bankruptcy Cliff: The Exemptions and Property of the Estate In this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews John Liska of Withum’s Forensic and Valuation Services group about exemptions and property of the estate. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews John Liska of Withum’s Forensic and Valuation Services group about exemptions and property of the estate. 

]]> Withum Buzzsprout-5263144 Tue, 15 Sep 2020 06:00:00 -0400 500 Bankruptcy, Planning 8 full false Bankruptcy Cliff: Different Types of Bankruptcy Bankruptcy Cliff: Different Types of Bankruptcy In this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews John Liska of Withum’s Forensic and Valuation Services group about the different types of bankruptcy.

]]> In this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews John Liska of Withum’s Forensic and Valuation Services group about the different types of bankruptcy.

]]> Withum Buzzsprout-5263195 Mon, 14 Sep 2020 06:00:00 -0400 667 Bankruptcy, Planning 11 full false Bankruptcy Cliff: Receiverships Bankruptcy Cliff: Receiverships In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Missy Urban of Withum’s Forensic and Valuation Services group about receiverships.

]]> In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Missy Urban of Withum’s Forensic and Valuation Services group about receiverships.

]]> Withum Buzzsprout-5262586 Sun, 13 Sep 2020 06:00:00 -0400 543 Bankruptcy, Planning 2 full false Bankruptcy Cliff: Bankruptcy Turnaround Bankruptcy Cliff: Bankruptcy Turnaround In this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about bankruptcy turnaround. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Stephanie Danos interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about bankruptcy turnaround. 

]]> Withum Buzzsprout-5263438 Sat, 12 Sep 2020 06:00:00 -0400 904 Bankruptcy, Planning 18 full false Bankruptcy Cliff: Debt Discharge and the Automatic Stay Bankruptcy Cliff: Debt Discharge and the Automatic Stay In this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews John Liska of Withum’s Forensic and Valuation Services group about debt discharge and the automatic stay. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews John Liska of Withum’s Forensic and Valuation Services group about debt discharge and the automatic stay. 

]]> Withum Buzzsprout-5262886 Fri, 11 Sep 2020 06:00:00 -0400 490 Bankruptcy 5 full false Bankruptcy Cliff: Pre-Bankruptcy Planning Bankruptcy Cliff: Pre-Bankruptcy Planning In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Missy Urban of Withum’s Forensic and Valuation Services group about pre-bankruptcy planning. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Missy Urban of Withum’s Forensic and Valuation Services group about pre-bankruptcy planning. 

]]> Withum Buzzsprout-5263168 Thu, 10 Sep 2020 06:00:00 -0400 1064 Bankruptcy, Filing 9 full false Bankruptcy Cliff: Tax Issues to be Aware of During a Bankruptcy Bankruptcy Cliff: Tax Issues to be Aware of During a Bankruptcy In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about the tax issues to be aware of during a bankruptcy. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about the tax issues to be aware of during a bankruptcy. 

]]> Withum Buzzsprout-5263234 Wed, 09 Sep 2020 06:00:00 -0400 767 Bankruptcy, Ancillary 12 full false Bankruptcy Cliff: Solvency Bankruptcy Cliff: Solvency In this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews Missy Urban of Withum’s Forensic and Valuation Services group about solvency. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Sareena Sawhney interviews Missy Urban of Withum’s Forensic and Valuation Services group about solvency. 

]]> Withum Buzzsprout-5263060 Tue, 08 Sep 2020 06:00:00 -0400 396 Bankruptcy, Ancillary 6 full false Bankruptcy Cliff: Divorce Actions and Bankruptcy Bankruptcy Cliff: Divorce Actions and Bankruptcy In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about divorce actions and bankruptcy. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about divorce actions and bankruptcy. 

]]> Withum Buzzsprout-5263312 Mon, 07 Sep 2020 06:00:00 -0400 429 Bankruptcy, Ancillary 15 full false Bankruptcy Cliff: Dischargeable Student Loans Bankruptcy Cliff: Dischargeable Student Loans In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about dischargeable student loans. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Stephanie Danos of Withum’s Forensic and Valuation Services group about dischargeable student loans. 

]]> Withum Buzzsprout-5262679 Sun, 06 Sep 2020 06:00:00 -0400 271 Bankruptcy, Ancillary 4 full false Bankruptcy Cliff: Creditor Issues During a Bankruptcy Bankruptcy Cliff: Creditor Issues During a Bankruptcy In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about creditor issues during a bankruptcy.

]]> In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Ken DeGraw of Withum’s Forensic and Valuation Services group about creditor issues during a bankruptcy.

]]> Withum Buzzsprout-5263255 Sat, 05 Sep 2020 06:00:00 -0400 1044 Bankruptcy, Ancillary 13 full false Bankruptcy Cliff: Fraudulent Conveyances Bankruptcy Cliff: Fraudulent Conveyances In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Sareena Sawhney of Withum’s Forensic and Valuation Services group about fraudulent conveyances. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, John Liska interviews Sareena Sawhney of Withum’s Forensic and Valuation Services group about fraudulent conveyances. 

]]> Withum Buzzsprout-5263180 Fri, 04 Sep 2020 13:00:00 -0400 490 Bankruptcy, Ancillary 10 full false Bankruptcy Cliff: Types of Bankruptcy Fraud Bankruptcy Cliff: Types of Bankruptcy Fraud In this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews Sareena Sawhney and Stephanie Danos of Withum’s Forensic and Valuation Services group about types of bankruptcy fraud. 

]]> In this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews Sareena Sawhney and Stephanie Danos of Withum’s Forensic and Valuation Services group about types of bankruptcy fraud. 

]]> Withum Buzzsprout-5262625 Thu, 03 Sep 2020 13:00:00 -0400 500 Bankruptcy, Ancillary 3 full false Bankruptcy Cliff: Understanding Preference Payments and How to Avoid Them Bankruptcy Cliff: Understanding Preference Payments and How to Avoid Them In this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews Sareena Sawhney of Withum’s Forensic and Valuation Services group about preference payments and how to avoid them.

]]> In this episode of Perspectives from the Bankruptcy Cliff, Missy Urban interviews Sareena Sawhney of Withum’s Forensic and Valuation Services group about preference payments and how to avoid them.

]]> Withum Buzzsprout-5263105 Wed, 02 Sep 2020 13:00:00 -0400 431 Bankruptcy, Ancillary 7 full false Bankruptcy Cliff: Emergence from Bankruptcy Bankruptcy Cliff: Emergence from Bankruptcy In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews John Liska of Withum’s Forensic and Valuation Services group about emergence from bankruptcy.

]]> In this episode of Perspectives from the Bankruptcy Cliff, Ken DeGraw interviews John Liska of Withum’s Forensic and Valuation Services group about emergence from bankruptcy.

]]> Withum Buzzsprout-5262445 Tue, 01 Sep 2020 13:00:00 -0400 608 Bankruptcy 1 full false COVID-19 Impacts on Employee Benefit Plans: What You Need to Know COVID-19 Impacts on Employee Benefit Plans: What You Need to Know COVID-19 has changed the business landscape as we adjust to the “New Normal”. But what does that mean for employee benefit plans and how will new guidance affect plan compliance? Listen to Withum and Gallagher’s Employee Benefit Plan experts as they discuss hot topics and trends impacting benefit plans as we navigate the New Normal of business. 

This podcast covers :

  • Impacts of the CARES Act and other important legislation on Employee Benefit Plans
  • Plan changes, including amendments and adjustments needed.
  • The definition of “Furlough” and what does “qualified individual” mean, per the CARES Act?
  • Getting your 401(k) plans back on track.
]]> COVID-19 has changed the business landscape as we adjust to the “New Normal”. But what does that mean for employee benefit plans and how will new guidance affect plan compliance? Listen to Withum and Gallagher’s Employee Benefit Plan experts as they discuss hot topics and trends impacting benefit plans as we navigate the New Normal of business. 

This podcast covers :

  • Impacts of the CARES Act and other important legislation on Employee Benefit Plans
  • Plan changes, including amendments and adjustments needed.
  • The definition of “Furlough” and what does “qualified individual” mean, per the CARES Act?
  • Getting your 401(k) plans back on track.
]]> Withum Buzzsprout-5062310 Wed, 19 Aug 2020 11:00:00 -0400 3137 Employee Benefits full false CARES Act Impact on Net Operating Losses for Taxpayers with International Activities CARES Act Impact on Net Operating Losses for Taxpayers with International Activities Kimberlee Phelan and Josh Gelernter from Withum's National Tax Services Group talking about the recent changes the CARES Act made with respect to net operating losses (NOL) for taxpayers with international activity.




]]> Kimberlee Phelan and Josh Gelernter from Withum's National Tax Services Group talking about the recent changes the CARES Act made with respect to net operating losses (NOL) for taxpayers with international activity.




]]> Withum Buzzsprout-3618463 Mon, 04 May 2020 14:00:00 -0400 601 full false CARES Act Impact on Net Operating Losses CARES Act Impact on Net Operating Losses Paul Helderman and Dan Mayo from Withum's National Tax Services Group talking about the recent changes the CARES Act made with respect to net operating losses (NOL).

]]> Paul Helderman and Dan Mayo from Withum's National Tax Services Group talking about the recent changes the CARES Act made with respect to net operating losses (NOL).

]]> Withum Buzzsprout-3579130 Fri, 01 May 2020 09:00:00 -0400 341 full false SBA Loan Program Rollout SBA Loan Program Rollout Listen in on this webinar recording where Al Titone, SBA District Director of New Jersey, responded to participant questions on the Small Business Administration’s Coronavirus Relief Loan Program.

]]> Listen in on this webinar recording where Al Titone, SBA District Director of New Jersey, responded to participant questions on the Small Business Administration’s Coronavirus Relief Loan Program.

]]> Withum Buzzsprout-3372097 Wed, 15 Apr 2020 11:00:00 -0400 3476 covid-19, coronavirus, coronavirus relief program, sba loan, paycheck protection program full false Dealing with Blackout Periods Dealing with Blackout Periods In this episode, Withum partners take a closer look at the world of blackout periods.

]]> In this episode, Withum partners take a closer look at the world of blackout periods.

]]> Withum Buzzsprout-2998945 Fri, 13 Mar 2020 09:00:00 -0400 465 blackout periods, erisa, employee benefit plans full false Data Mining Form 5500 Data Mining Form 5500 In this episode, Withum partners discuss a new regulatory development in the world of employee benefit plans that should cause plan sponsors to take notice – data mining Form 5500.

]]> In this episode, Withum partners discuss a new regulatory development in the world of employee benefit plans that should cause plan sponsors to take notice – data mining Form 5500.

]]> Withum Buzzsprout-2998936 Fri, 13 Mar 2020 09:00:00 -0400 857 data mining, erisa, form 5500, 5500 full false