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How to Build an Annual Operating Plan for SaaS and Technology Companies ArticlesOutsourced CFO, Controller, & Accounting ServicesTechnology

How to Build an Annual Operating Plan for SaaS and Technology Companies

A Practical Guide for Founders and Finance Leaders An Annual Operating Plan (AOP) is where strategy stops being a conversation…
Juan Arana
Juan AranaOctober 8, 2026
Financial Planning for SaaS & Technology Companies: A four-part series Outsourced CFO, Controller, & Accounting ServicesTechnology

Financial Planning for SaaS & Technology Companies: A four-part series

  FP&A Foundations We are kicking off a series designed to cover the annual financial planning cycle for SaaS and…
Juan Arana
Juan AranaOctober 8, 2026
Form 8802: Plan Ahead for 2027 Tax Residency Certificates ArticlesInternational Commerce GroupInternational Tax

Form 8802: Plan Ahead for 2027 Tax Residency Certificates

TRC Reminder For 2027: A Practitioner's Guide to Timely Filing of U.S. Tax Residency Certificates  For businesses and individuals with…
Osbert Toku
Osbert TokuOctober 6, 2026
WG Named a 2026 NJBIZ Empowering Women Honoree AwardsFirm News & AnnouncementsIn The NewsNews

WG Named a 2026 NJBIZ Empowering Women Honoree

WilkinGuttenplan has been named a 2026 Empowering Women Honoree by NJBIZ. The Empowering Women program recognizes New Jersey organizations that…
WilkinGuttenplan
WilkinGuttenplanOctober 1, 2026
WG Named a 2026 Best Place to Work in New Jersey AwardsFirm News & AnnouncementsIn The NewsNews

WG Named a 2026 Best Place to Work in New Jersey

WilkinGuttenplan has been named one of NJBIZ’s 2026 Best Places to Work in New Jersey, ranking #7 in the midsized…
WilkinGuttenplan
WilkinGuttenplanSeptember 25, 2026
SBA Quality of Earnings Requirement for $3M+ Deals ArticlesBusiness ValuationsMergers & Acquisitions

SBA Quality of Earnings Requirement for $3M+ Deals

The SBA issued a new standard operating procedure earlier this year. The standard operating procedure, SOP 50 10 8.1, is…
Karolis Matulis
Karolis MatulisSeptember 30, 2026
2026 Roth Catch-Up Contributions: What to Know ArticlesEmployee Benefit Plan AuditsIndividual TaxTax Law ResourcesTax Services

2026 Roth Catch-Up Contributions: What to Know

Age 50 or older and earning over $150,000? Your 2026 catch-up contributions may now be Roth. If you turned 50…
Lauren Landolfi
Lauren LandolfiSeptember 29, 2026
WG Ranked #8 on Accounting Today’s Best Firms List AwardsFirm News & AnnouncementsIn The News

WG Ranked #8 on Accounting Today’s Best Firms List

WilkinGuttenplan has been ranked #8 nationally in the mid-sized category on Accounting Today’s 2026 Best Accounting Firms to Work For…
WilkinGuttenplan
WilkinGuttenplanSeptember 11, 2026
Foreign Tax Credits and the NIIT: Federal Circuit Rejects Treaty-Based Credit ArticlesInternational Commerce GroupInternational TaxTax Law LegislationTax Services

Foreign Tax Credits and the NIIT: Federal Circuit Rejects Treaty-Based Credit

On August 31, 2026, the U.S. Court of Appeals for the Federal Circuit ruled that the U.S.-Canada and U.S.-France income…
Ektaa Shah
Ektaa ShahSeptember 8, 2026
NYC Pied-à-Terre Tax Update: October Deadline & Changes ArticlesNew York Condos and Co-opsReal EstateState and Local TaxTax Services

NYC Pied-à-Terre Tax Update: October Deadline & Changes

A New York state court in Staten Island heard arguments Monday afternoon from both NYC homeowners as well as the…
Ryan Moore
Ryan MooreSeptember 1, 2026
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  • About
    • Firm Highlights
    • Our History
    • Community Involvement
    • Brand Story
    • Shareholders and Principals
    • Managers and Senior Managers
  • Industries
    • –
      • Closely Held Businesses
      • Community Associations
      • Financial Services
      • Healthcare Professionals & Practices
    • –
      • International Commerce Group
      • Life Sciences & Pharma
      • Manufacturing, Distribution, & Logistics
    • –
      • NY Condominiums & Co-ops
      • Not-For-Profit
      • Professional Athletes
    • –
      • Professional Practices
      • Real Estate
      • Technology Companies
  • Services
    • –
      • Accounting & Assurance
      • Business Valuation
      • Employee Benefit Plan Audits
    • –
      • Family Office Services
      • International Tax
      • Litigation Support
    • –
      • Mergers & Acquisitions
      • Outsourced CFO, Controller, & Accounting Services
      • Peer Review
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      • Tax Services
      • Technology Services
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