National Tax Office

Overview

The National Tax Office (NTO) is the central resource for the CBIZ MHM tax practice, providing consulting and advisory support on complex matters to our clients and their primary service teams. NTO develops technical training, monitors and advises on new and/or changing legislation and court rulings and provides oversight over practices’ quality assurance measures. Through these and other activities, the NTO takes a leading role in generating tangible planning ideas and solutions to benefit our clients and produce thought leadership materials to assist our clients in achieving their desired goals.

Careers in Atlanta

People

Bill Smith National Director of Tax Technical Services

Don Reiser Managing Director

Stephen Henley National Tax Practice Leader

Laura Rodgers Director

Nathan Smith Director

Paul Sassano Director
Services
Industries
Fast Facts
About CBIZ National Tax Office
- 6 locations: New York, NY; Atlanta, GA; Clearwater, FL; Minneapolis, MN and Kansas City, MO.
- Serving private and public companies in collaboration with primary client service teams in more than 35+ offices nationwide
NTO Achievements & Honors
- Frequently featured in a wide variety of publications, including: U.S. News & World Report, Bloomberg BNA, CBS News, U.S. Today, CNBC, Accounting Today and Time.

Nate Smith, Financial Advisor

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/s-corp-shareholders-have-a-new-federal-form-to-file-68293.html?section=3&page=1" target="_self" S Corp Shareholders Have A New Federal Form To File In The News

Rachel Martens, Barron's

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.barrons.com/articles/retire-abroad-51654309914" target="_self" It’s Complicated to Retire Abroad. Here Are 4 Considerations Before Diving In. In The News

Mercy Pascual and John D’Amico, The CPA Journal

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cpajournal.com/2022/05/25/new-reporting-and-disclosure-requirements-for-contributed-nonfinancial-assets-or-services/" target="_self" New Reporting and Disclosure Requirements for Contributed Nonfinancial Assets or Services In The News

David Levi, Financial Advisor

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/taxes-will-make-the-great-wealth-transfer-tricky-68037.html?section=3" target="_self" Taxes Will Make The Great Wealth Transfer Tricky In The News

Bill Smith, CNBC Grow

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://grow.acorns.com/crypto-downturn-is-a-wake-up-call-for-investors-says-ceo/" target="_self" Crypto downturn is ‘a wake up call’ for investors, says CEO: How to reassess your portfolio In The News

Bill Smith, CBSNews.com

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cbsnews.com/news/tax-refund-irs-interest-payments/" target="_self" IRS sitting on your tax refund? There's a bright spot. In The News

Eric Kreuter, Scott M. Brenner, and Andre Castillo, Quick Read /Portals/0/defaultImages/contentImages/In The News.jpg href="https://quickreadbuzz.com/2022/05/11/financial-forensics-kreuter-castillo-brenner-rationalization-and-concealment/" target="_self" Rationalization and Concealment In The News

Michael Siino, NYREJ

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://nyrej.com/the-revival-of-nyc-s-real-estate-industry-by-michael-siino" target="_self" The Revival Of NYC’s Real Estate Industry In The News

David Levi, Financial Advisor /Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/how-to-plan-for-wealthy-clients-who-are-waiting-for-inheritances-67765.html?section=3" target="_self" How To Plan For Wealthy Clients Who Are Waiting For Inheritances In The News

Bill Smith, Barron's /Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.barrons.com/advisor/articles/tax-loss-harvesting-tips-advisors-51651860133" target="_self" Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips. In The News

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