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October 20, 2016

CBIZ MHM is pleased to announce the appointment of Nathan Smith to CBIZ’s National Tax Office (NTO), the central resource for the CBIZ MHM tax practice.  The NTO provides technical training, updates on new and changing legislation, consulting on complex matters, and oversight of the practices’ quality assurance measures. Through these activities, the NTO takes a leading role in generating tangible planning ideas and solutions and producing thought leadership materials to assist our clients in achieving their desired goals.

Prior to joining the NTO, Nathan spent more than 13 years as a Tax Senior Manager for the Tampa Bay office focusing on tax consulting and compliance for large corporations and partnerships. Nathan will be returning as a NTO Director and will have a wide variety of responsibilities including the following:

  • Researching and analyzing industry and Federal tax developments
  • Leading the development of practice aids and tactical approaches to responding to industry and Federal tax developments in a variety of subject matter areas
  • Strategizing with Managing Directors regarding tax planning in connection with existing client service plans, including facilitating client service teams in the client opportunity planning process
  • Leading data mining initiatives to identify segments of the client base that are ideal candidates
For questions regarding how the NTO helps our firm and can assist your business, please contact Nathan Smith at Nate.Smith@CBIZ.com.

October 19, 2016

As part of CBIZ & MHM’s Executive Roundtable Series, the Tampa Bay office is hosting a Post-Election Tax & Business Update roundtable. 2016 will be the 58th Presidential Election for the United States, and the only certainty is that we will have a new president for the next four years occupying the White House.

This seminar will discuss the potential impact the election results have on tax reform and other prominent business issues. Bill Smith, Managing Director for CBIZ MHM’s National Tax Office, along with a panel of local key executives will provide their opinions and insight on key races and the expected impact on businesses post-election day.

The seminar will take place November 16th at the Tampa Club and will qualify for 2 hours of CPE credit.    

For more information and to register:

Stay tuned for future posts about our panelists and topics leading up to the event.

October 19, 2016

On Saturday October 1st, a group of employees from the Memphis office volunteered to help with registration and accounting aspects at the JDRF One Walk, a one mile walk to raise money and awareness for the millions affected by Type 1 Diabetes (T1D). The walk was held at the newly redesigned Shelby Farms Park.

Many of the teams brought tents, chairs, and music to set-up in the center of the field at Shelby Farms Park where most of the excitement took place. One of the crowded favorites was the aerialists that performed after the walk, one of which was diagnosed with T1D at just 2 years old.

Members of #teamcbiz helped to check people in at the registration table and provide a welcoming attitude to many families that have children struggling with Type 1 Diabetes. The Memphis office's own, Vicki Bari, helped to calculate the overall money count for the 2016 JDRF One Walk. This year, the event raised over $460,000!

CBIZ & MHM Memphis is always proud to be a part of community events like this one. It is great to see many different people unite over making the world a better place, especially a place without Type 1 Diabetes.

To learn more about community involvement at CBIZ MHM Memphis, please contact Sadie Williams, the Memphis office Community Involvement Chair, at SJWilliams@cbiz.com.

October 11, 2016

Behind every successful company or nonprofit, there’s a hard-working board of directors. CBIZ MHM Tampa Bay is proud to be a presenting sponsor for the Tampa Bay Business Journal’s 2016 Outstanding Directors Awards, celebrating the best of the boards. The second annual event recognizes four public and privately held companies and four nonprofit organizations for their vital behind-the-scenes roles in ensuring effective corporate governance that leads to success.

Join us in honoring Tampa Bay’s 2016 Outstanding Directors at their awards program on November 3rd. For more information or to register, click here.

The full list of honorees was announced on the Tampa Bay Business Journal website. Here are the Outstanding Directors for 2016:

Public company board:

Manitowoc Foodservice Inc.

WellCare Health Plans Inc.


Private company board:


Dex Imaging Inc.


Nonprofit board:

Central Florida Behavioral Health Network

Children’s Dream Fund

Crisis Center of Tampa Bay

Early Learning Coalition of Manatee County


Lifetime Achievement Award:

Richard Gonzmart, The Columbia Restaurant Group

October 5, 2016

CBIZ MHM Tampa Bay was a sponsor at the 2016 Collaborative Law Training event earlier this month. The three day training seminar was held at Loew’s Hotel in downtown Chicago. The training was geared towards lawyers, mental health professionals, and financial advisors who have participated in collaborative cases.

The seminar included presentations on managing conflicting emotions in collaborative practice, interactive presentations focusing on ethical issues, and challenges and opportunities in collaborative practice. The event concluded with Tampa Bay Managing Directors Mike Lewis and Anthony Phillips presenting on team dynamics and team dysfunctions.

Our Tampa Bay Forensic and Financial Services Group have participated in numerous collaborative divorce cases by serving as the financial neutral. To explore how to engage CBIZ MHM for your collaborative team, contact Mike Lewis at 813.594.1400 or Mlewis@cbiz.com or Anthony Phillips at 813.594.1400 or Anthony.phillips@cbiz.com.

September 30, 2016

CBIZ MHM Memphis would like to congratulate the 2016 Memphis Business Journal CFO of the year finalists! The nominees will be honored at an awards breakfast at the University of Memphis Holiday Inn on Friday, October 21st. The Memphis office has sponsored these awards since their inception in 2010.

The Memphis Business Journal has divided the finalists into the following categories:

Private Company (Less than $50 million annual revenue):

  • Michael Johnson, executive vice president, ALCO Management, Inc.
  • David Selberg, CFO, Poag Shopping Centers
  • Margie McClung, CFO, Shoemaker Financial

Private Company (More than $50 million annual revenue):

  • Alan Waxler, CFO, Centro Inc.
  • Robert McIntire, CFO, Creative Co-Op
  • Carolyn Stafford, CFO, NovaCopy, Inc.

Nonprofit Company (Less than $20 million annual revenue):

  • Monica Morgan, CFO, Common Table Health Alliance
  • Bob Wenner, CFO, The Wolf River Conservancy
  • Doug McDonald, CFO, Mid-South Food Bank
  • Donald Selheimer, CFO, The Village at Germantown

Nonprofit Company (More than $20 million annual revenue):

  • Leanne Smith, vice president of Financial Services, Baptist College of Health Sciences
  • Paul Makris, CFO, Christ Community Health Services
  • Dawn Wade, CFO, Trezevant Manor

CBIZ MHM Memphis would like to congratulate all of the finalists on their nominations. For more coverage on the 2016 CFO of the Year event, search #MBJCFO on Twitter.

September 28, 2016

What does one give a woman that has exceled in both her personal and professional endeavors and become a role model for other businesswomen in Memphis? A pink Super Woman cape of course.

On Friday, September 9th, the Memphis Business Journal hosted the 5th annual Super Women in Business awards luncheon at the University of Memphis Holiday Inn. CBIZ MHM Memphis is proud to have been a sponsor of the awards since their inception.

The nearly 400 attendees in the audience watched as each 2016 Super Woman Award recipient received their pink cape, plaque, and said a few words about the people in their life that inspire them. Each woman was given the task of saying 5 people who inspired them. If they said more than 5, they were asked to donate an article of clothing for each following person named. The clothing was then donated to DeNeuville Learning Center, which provides educational programs and support to adult female students with limited resources.

This year's awards program also included a new aspect to the program: 5 Women to Watch selected by the Memphis Business Journal Editorial Board. The 2016 Women to Watch are:

  • Jen Andrews, Shelby Farms Conservancy Park
  • Elizabeth Cawein, Signal Flow PR
  • Brit Fitzpatrick, MentorMe and Geeked Memphis
  • Tami Sawyer, Teach for America
  • Holly Whitfield, I love Memphis/MCVB

CBIZ MHM Memphis would like to congratulate the 2016 Class of Super Women in Business and the 5 Women to Watch on their incredible achievements in the Memphis professional community.

If you would like further information regarding the involvement of CBIZ Women's Advantage in Memphis, please contact Linda Lauer at llauer@cbiz.com or 901.685.5575.


September 23, 2016

As a way to celebrate their 20th anniversary, CBIZ planned something pretty spectacular: A total of 20,000 hours of community service across all offices nationwide in their local communities. The Memphis office was excited about this challenge and opportunity and jumped right into the planning.

On August 25th, 60 volunteers headed out to Shelby Farms, a park with 4,500 acres of green space and 6.5 miles of urban trail located in the heart of Shelby County. The park recently reopened on September 1st after undergoing a massive transformation.

For our afternoon outside, we sprayed ourselves with bug spray, slipped our hands into work gloves, and headed out to the disc golf course to cut back and clear the overgrown brush.

After our hard labor, we proceeded to have a bit of fun. All volunteers traveled in a sea of green "CBIZ Cares" shirts over to the post-service party. The party included a Say Cheese grilled cheese truck, the Mempops food truck, and the Tap Box drink truck.

To learn more about community involvement at CBIZ MHM Memphis, please contact Sadie Williams at SJWilliams@cbiz.com


September 20, 2016

Brad Hale, Managing Director with CBIZ & MHM Tampa Bay, will speak at the 2016 Accounting & Business Show held on September 28-30th at the Broward County Convention Center in Ft. Lauderdale.  The 2-day conference includes presentations on a variety of accounting topics, including FASB updates, Social Security for CPAs, sales & use tax trends, auditing standards board updates, R&D tax credits, data security best practices, federal tax updates, and succession planning, among others.  

Brad will be presenting on the key takeaways from implementation projects on the new revenue standard.  The presentation will focus on practical application of the new revenue recognition standard through the use of examples and stories from active implementation projects.

To register for this conference, visit the FICPA registration website here.  For more coverage of the event, search #ficpaABS and follow the FICPA on Twitter @FICPA.

September 7, 2016

As Community Involvement Chair, Sadie Williams, audit associate at CBIZ MHM in Memphis, has been in charge of planning this year's Summer Days of Service. The initiative creates different volunteer events throughout the summer for our employees. "I think it's so important to step outside of the world you're in every day. It's easy to forget that you can make a difference right here in your own neighborhood. Through our community involvement events, I hope that people see just how important it is to step into another person's world, even if only for a minute. It's a really humbling experience," Williams said.

In July, 16 CBIZ MHM Memphis employees worked with Metropolitan Inter-Faith Association (MIFA) to deliver Meals on Wheels in Orange Mound. Meals on Wheels is a program that delivers meals to elderly people who are unable to prepare their own or do not have the means to provide for themselves. After the morning spent delivering food, the group stopped at a Memphis favorite, Belly Acres, to reflect on the hard day's work.

In August, CBIZ MHM Memphis teamed up with Girls Inc. of Memphis to assist with their youth farm for a day of hard labor. The Girls Inc. Youth Farm is a plot of land in Frayser where high school girls have the opportunity to learn responsibility and choose what crop they want to grow. The girls must keep up with the process for an entire year to grow the crop they have chosen and be in charge of selling it at different farmers markets around the city. The Memphis office donned sunscreen and hats to set out to help harvest the cherry tomatoes and eggplant during their time at the farm.

To learn more about community involvement at CBIZ MHM Memphis, please contact Sadie Williams at SJWilliams@cbiz.com.