Explore CBIZ’s latest insights on the critical issues that help advance accounting, tax, insurance, HR and much more at your organization. Search for exactly what you need to succeed below.
September 25, 2019
Are Donor Disclosure Rules Going to Change?
A recent court decision put a pause of an IRS regulation that would have allowed some not-for-profit organizations to forgo including the names and addresses of major donors in their annual information filings. But the decision does more than question a rule change; it speaks to how complicated it is to balance financial transparency with donor privacy protections.
September 24, 2019
4 State and Local Income Tax Concerns for Private Equity and Venture Capital Firms
Tax planning season is almost here. Private equity and venture capital firms will have a lot to sift through but one element that should not be overlooked are funds’ state and local income tax obligations.
Not-for-Profits Wanting to Reduce Spend? Take a Look at Contracts
Cost containment strategies may help not-for-profit organizations reduce their overhead expenses. Three avenues in particular may be ripe for cost recovery opportunities: construction contracts, accounts payable practices, and telecommunications contracts.
September 23, 2019
Compliance Timeline for Retirement Plan Administration
It is important to keep a close watch on key testing and filing dates for the administration of your retirement plan. Here are a few examples of key dates you should be aware of.
September 23, 2019
By Kris St. Martin
The Red Flags Rule & Its Impact on Financial Institutions
Do you have an identity theft program? Discover the ins and outs of The Red Flags Rule to ensure compliance and get a clear look at their impact on financial institutions.
5 Retirement Plan Mistakes to Avoid
Sponsoring a retirement plan is never simple or straightforward. Here are five retirement plan mistakes to avoid so that you fulfill all duties as a fiduciary.
Tips on How to Prepare Your Business for Flooding
Flooding poses a substantial risk to your business. Get the details on how to keep your business both figuratively and literally above water with these tips on preparing your business for flooding.
Qualified Opportunity Zones: 2020 and Beyond!
The tax reform law’s Qualified Opportunity Zone program is gaining popularity, but individuals, business operators, and real estate developers who are looking to take advantage of the program’s benefits should note that both the Qualified Opportunity Zone Funds and the businesses they support come with compliance requirements for 2020. The following gives a preview of what to expect.
September 20, 2019
Loss of LIBOR and Other Q2 2019 Transfer Pricing Stories You Should Know
Transfer pricing regulations tend to change, and as part of our ongoing efforts to assist you with compliance, we have provided a round-up of the developments from the second quarter of 2019 that could have an impact on your compliance requirements.
September 19, 2019
By Greg Cryan
Is your broker part of your risk management team?
Businesses face any number of risks and liabilities unique to their industry, location and size. Understanding the possible impact of those risks takes significant specialized knowledge and experience. That’s exactly why you should choose an insurance broker who will truly be a part of your organization’s risk management team. Learn more in this article.