@WithumCPA

Withum is a forward-thinking, technology-driven advisory & accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape

withum.com/
Joined July 2012
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We're excited to welcome Farber Hass Hurley LLP (FHH CPAs) to Withum! This union strengthens our assurance practice and expands our Southern California presence, enhancing the expertise and value we bring to clients. Learn More: bit.ly/3V6aO4J
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When does a software sale count as a California sale? Withum's Courtney Easterday and Breea Boylan break down the customer-based sourcing rules businesses should have on their radar. Learn more: bit.ly/3UFk0gI #CaliforniaTax #SalesTax #SALT #Software
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Strong clubs start behind the scenes. Withum’s OASyS guide explores three pillars of a modern club back office—people, processes and technology—with practical tips to improve efficiency, visibility and risk management. Download: bit.ly/4ivfqL7

Guide: People, Processes and Technology – Modernizing the Club Back Office

Download our guide for practical strategies on how clubs can improve financial visibility, streamline workflows, reduce risk and support long-term growth.

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Cybersecurity starts with everyday business processes. From approving payments to granting access, clear verification steps and accountability can help employees spot fraud before it becomes a costly incident. Read more: bit.ly/4ifgEZN

Why Cybersecurity Starts With People and Processes

Learn how business processes, employee awareness and a strong cybersecurity culture help organizations reduce risk and prevent costly incidents.

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Before AI comes data readiness. In part one of our new five-part series, we explore how consolidating siloed and fragmented data creates a stronger foundation for reporting and AI. We’ll be updating the series regularly, follow along for the next phase: bit.ly/4yLrPzG

Before AI, Before Dashboards: Data Consolidation

Learn how data consolidation brings siloed data and fragmented data together to create a stronger foundation for reporting and AI.

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Withum’s Hospitality Team is proud to sponsor and attend the 2026 Dallas Hotel Conference on November 5! We look forward to connecting with industry leaders and exploring trends shaping the hotel industry. Learn more: bit.ly/3VQVtpn
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Big changes are coming to software sales tax in California and Colorado. Withum's Courtney Easterday and Breea Boylan discuss what’s changing for software transactions beginning January 1, 2027. Learn more: bit.ly/3UFk0gI #SalesTax #SALT #SoftwareTax #TaxUpdates
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Are your cross-border transactions ready for year-end? Join Withum’s Transfer Pricing professionals to explore pricing policies, year-end adjustments and international tax risks. 📅 Nov. 10 | 3–4 PM ET Register: bit.ly/4i0mijp

Transfer Pricing at Year-End: Managing Cross-Border Tax Risks

Learn how multinational organizations can identify transfer pricing risks and address issues before finalizing year-end tax reporting.

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Using Power Apps in Managed Environments? Licensing enforcement is changing in February 2027. Learn what the change means for your organization, which licensing options may apply and how to prepare before enforcement begins. bit.ly/47xQRXS

Microsoft Power Apps Licensing Enforcement Is Changing in February 2027: What Organizations Need to...

Learn how upcoming Power Apps licensing enforcement will impact Managed Environments and what to consider for Power Apps Premium licensing.

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Your AI starting point may already be in Microsoft 365. Join Withum's Natalie Rossing on November 18 to explore how SharePoint and Copilot can drive value and strengthen governance. Can't attend? Register to get the recording: bit.ly/4zEUNBW

Webinar: Your SharePoint Is Smarter Than You Think: A Practical Starting Point for AI

Learn how to get started with AI in a way that is secure, scalable and aligned with your business goals.

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Could COVID-19 disaster relief revive otherwise time-barred tax refund claims? The government’s latest appeal in Kwong v. United States could help answer that question, with potentially significant implications for taxpayers. Read the latest: bit.ly/3TOBozp

Government’s Kwong Appeal Explains Its Position on Broad COVID-19 Refund Claims

Although some filing deadlines have passed, opportunities for relief may still exist.

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Is legacy software holding your business back? Join Withum and Red Fox Technology Services to explore how AI-assisted engineering can modernize applications without a full rebuild. 📅 November 4, 2026 🕐 1:00 PM – 2:00 PM ET Register: bit.ly/3UG62v0
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Specialty ingredients stand out in food and beverage. Withum Capital’s latest market update explores M&A, consolidation, consumer and formulation trends, and public company performance. Read the report: bit.ly/3VM6LLA
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On Civic Warriors, Brad Caruso and MyLinh Shattan of the Night Stalker Foundation discuss how scholarships empower the next generation and honor a legacy of service. Listen: bit.ly/4i8siGR #CivicWarriors #WithumImpact #NSDQ
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Withum is heading to SuiteWorld! Join us in Las Vegas to connect, share ideas and talk #NetSuite, AI, automation, ERP strategy and what’s next.
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What’s shaping middle market M&A right now? Withum Capital’s latest Middle Market M&A Update examines deal activity, private credit and the economic factors influencing today’s transaction environment. Read the latest insights: bit.ly/4B9yTs9
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Spot financial red flags before they become bigger challenges. Join Withum and Your Part-Time Controller (YPTC) for a webinar on identifying risks and strengthening nonprofit financial oversight. Register today: bit.ly/4zbpHCl
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AI is only as reliable as the business context behind it. As Power BI and Microsoft Fabric evolve, semantic models are becoming the foundation that helps Copilot and AI agents deliver trustworthy answers. Read Withum's latest blog: bit.ly/3UlKtQi

Semantic AI: Why Your Power BI Semantic Model Is Becoming the Foundation for Enterprise AI 

Explore how semantic AI, Fabric IQ and AI-ready data help organizations create trusted, governed foundations for enterprise AI.

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Withum is proud to announce that Construction Executive, a leading publication serving the building and construction sector, has once again named the Firm to its annual Top 50 Construction Accounting Firms™ list. Learn more: bit.ly/47q4msn
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Training shouldn't stop at attendance. A successful AI training program measures adoption, identifies roadblocks and helps employees change how they work. Natalie Rossing shares practical lessons from a real engagement. Read more: bit.ly/4jhKiQ8

From Attendance to Adoption: Building an AI Training Program That Sticks  

Measure what matters with AI change management training and AI training programs built to drive technology adoption.

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Single audit requirements are evolving. Is your FQHC ready? Learn how updated Uniform Guidance affects compliance, reporting and internal controls—and steps to prepare for a smoother year-end audit: bit.ly/4hQ5MCE

Single Audit and Uniform Guidance: What FQHCs Need to Know Before Year-End

For FQHCs, audits under Uniform Guidance, also known as single audits, often generate many questions and can potentially result in impactful findings. With fall approaching, FQHCs with years ending...

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