Withum’s Insurance Services Team offers specialized advice, key marketplace insights and solid preparation to help our clients meet the challenges that lie ahead. We gives our clients a competitive edge.
Collectively, the team has specialized experience in areas of tax, audit, corporate governance and IT consulting, offering our clients some of the most qualified services available. This team of talented professionals has been a valued partner to companies of all sizes in life and health, property and casualty and health care insurance sectors for decades. In addition, we do extensive work with HMOs, re-insurers, third-party administrators, captives and self-insured organizations, including those in the trade and construction business.
In today’s constrained capital markets, uncertainty has become a primary driver of value in the global life sciences sector. Biotechnology, pharmaceutical, and medical device companies, particularly those operating in innovation hubs such as the United States, Europe, and Asia-Pacific, are increasingly valued on future milestones rather than historical performance. Shifting capital dynamics are reshaping business…
California’s Department of Financial Protection and Innovation (DFPI) has expanded reporting obligations for state registered investment advisers. In addition to existing financial and disclosure requirements, advisers with certain private company investment activities will face a new annual reporting mandate beginning in 2026. Core Requirements for State Registered Advisers New 2026 Reporting Obligation for Private Company…
As crypto markets evolve, fund managers are increasingly engaging in complex financial instruments such as tokenized repos, lending, and other strategies. While these instruments offer liquidity and leverage, they also raise tax characterization issues under U.S. federal income tax law. Repos are generally perceived as secured loans, but the IRS may treat them as sales…
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