Withum Sounding Board

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 lea...

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.”

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.

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 ca...

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.

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 r...

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...

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. 

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 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 sc...

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...

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,...

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 thi...

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 paper...

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 lead...

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 mone...

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 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 lesso...

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.

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 posi...

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.

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 technolo...

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 reshapin...

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 t...

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, ni...