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August 2, 2016

100 companies made the cut in Florida Trend’s 8th annual Best Companies To Work For In Florida rankings and for the 3rd consecutive year, CBIZ & MHM Tampa Bay has made the list.  The Tampa Bay practice ranked 16th in the “Best Large Companies” category, recognizing those companies with more than 250 employees in the State of Florida.

Florida Trend partnered with the Best Companies Group to survey firms with at least 15 employees in Florida. The first part of the survey involved a questionnaire about company policies, practices and demographics. The second part went to a randomly selected group of each firm’s employees, who responded to statements on a five-point agreement scale. The questions focused on eight themes: Leadership and planning; corporate culture and communications; role satisfaction; work environment; relationship with supervisor; training and development; pay and benefits; and overall engagement.

To see the official announcement from Florida Trend, click here

This award is the third this year for the Tampa Bay practice, who was also named one of the
best places to work by the Tampa Bay Business Journal and a top workplace by the Tampa Bay Times.

Interested in working for our award-winning Tampa Bay team? Visit our Careers page.



July 27, 2016

The Tampa Bay office of CBIZ MHM celebrated another successful year by hosting a summer party at the Omni Resort in Championsgate. This party is an annual event to thank employees for all their hard work and dedication.

All employees and their families gathered at the Omni Resort for a day filled with fun in the sun, floating down the lazy river. The evening followed suit with a formal sit-down dinner, fireworks, a DJ and dancing.

For more information on how you can join our Tampa Bay team and participate in team building activities like our Summer Party, visit our Careers page.





July 19, 2016

The sale of a business is a complicated process, and the application of federal and state tax law makes it even more so. In Step 4 of the Five Steps to Selling Your Business, co-authored by Dave Enick, a number of tax structuring elements to consider are discussed.

Selecting the tax structure is just as important as setting the price because it dictates the tax cost, which is likely be the most significant cost of the transaction. Ultimately, however, the choice of a particular tax structure will depend upon the circumstances unique to the business, its owners, and potential buyers.

When selling a business, the legal form of the transaction is the starting point for determining the tax treatment. The article covers the two basic legal forms and discusses the importance of developing an early understanding of the tax implications to prepare appropriate negotiating strategies for potential buyers. The selling group should assess the tax implications arising from a sale and develop appropriate strategies before potential buyers are solicited.

For more information about evaluating alternative structures, contact Dave Enick at denick@cbiz.com or 727.572.1400.



July 14, 2016

The Memphis Business Journal is now accepting nominations for the 7th annual CFO of the Year Awards. CBIZ MHM is proud to have been a sponsor of these awards since their inception.

Nominees must be a Chief Financial Officer or hold an equivalent position at a local company or organization that has headquarters in the Memphis or Mid-South Area.

  

Award categories include the following: 

Private Company
Public Company
Nonprofit Organization
Lifetime Achievement Award


The candidates will be judged based on their performance during the fiscal or calendar year between January 2014 and June 2015. The criteria will also include Financial Management, Company Leadership, Strategic Thinking, and Contributions outside the Company.

Nominations are now open until August 22, and the awards breakfast program is October 21 at the Holiday Inn at the University of Memphis.  

 Fill out your nomination form here.




July 14, 2016

Shannon Ciesluk, CBIZ MHM Tampa Bay Senior Manager, was announced as a 2016 Women to Watch Award Nominee. Created by The American Institute of CPAs, the 2016 Women to Watch Awards were presented by FICPA’s Chair of the Board during the Women’s Leadership Summit at the Mega CPE Conference last month.

Shannon was recognized as a nominee for her significant contributions to the accounting profession and the Tampa Bay community. Shannon provides consulting services in a variety of litigation and valuation areas and has been involved in hundreds of cases including family law matters, shareholder disputes, commercial and economic damages, and collaborative engagements. Shannon is active in the Next Generation Divorce Collaborative Group and the American Women’s Society of Certified Public Accountants.

Shannon also heavily participates in activities at University of South Florida including recruiting, career fairs, Beta Alpha Psi events, scholarship banquets, and alumni receptions.  Additionally, she presents two to four times per year as either a guest speaker or guest instructor.

The Women to Watch Awards were created to recognize outstanding women in the accounting professions and are given in two categories, Established Leaders and Emerging Leaders. The awards, started in 2010, highlight the accomplishments of women in the profession, and demonstrate to emerging female leaders that success is not out of reach.

Congratulations to all award recipients and nominees. To see the full list, click here



June 28, 2016

The Tampa Bay Business Journal is now accepting nominations for the 2016 Outstanding Directors Awards, celebrating the best of the boards, sponsored by CBIZ MHM Tampa Bay, Suntrust, and Foley & Lardner.

Award categories include the following:

  • Large Public Company Board
  • Small Public Company Board
  • Large Private Company Board
  • Small Private Company Board
  • Large Nonprofit Board
  • Small Nonprofit Board
  • Lifetime Achievement (individual)

“A board position can be one of the most powerful seats in business,” said Bill Tapp, Senior Managing Director at CBIZ MHM Tampa Bay. “We are excited to honor those trusted leaders who work tirelessly to support their organizations and the Tampa Bay community.”

Nominations are now open until August 18, and the awards program is November 3. Fill out your nomination form here: http://bit.ly/267z9TO



June 22, 2016

In the first and second parts of this revenue recognition series, Brad Hale, Managing Director at CBIZ MHM Tampa Bay, answered some of the most frequently asked questions about the new rules and examined the main challenges that businesses will face during implementation.

In the third and final part of this series, Brad discusses ways that businesses should prepare for the standard during the deferral period. Brad touches on the importance of not looking at this time as a free period, but to take advantage of this time to prepare, get educated, and look at internal controls and processes.

To listen to the full podcast, click here. For more information on how to adopt the new revenue recognition standard, contact Brad at bhale@cbiz.com or 727.572.1400.




June 15, 2016

CBIZ MHM Tampa Bay partnered with Merrill Lynch to host a Roundtable last week focusing on how to keep your benefit plan in compliance with the DOL and IRS regulations.  This seminar provided practical information about fiduciary liability, how to recognize who is a fiduciary, and how to recognize and address common compliance issues.

The panel of speakers included the following:

Jenny Matasic
Jenny is a Senior Manager in our Tampa Bay office where she leads the employee benefit plan (EBP) audit practice. Jenny has over ten years of experience auditing employee benefit plans including defined contribution, defined benefit, health and welfare plans and ESOPs. She is familiar with the auditing requirements for both single and multiple employer plans.

Michael Rybka
Michael is a Vice President and Senior Financial Advisor at Merrill Lynch. He is among a select group of Merrill Lynch Financial Advisors with the qualifications, experience and certifications to earn the designation of Retirement Benefit Consultant. He joined the firm in 1993 and manages all qualified and non-qualified retirement plans for the Kulhavi Wealth Management team, a Barron’s Top Advisor honoree since 2004.

Christopher Barrett
Chris is a Senior Financial Advisor who holds the Chartered Retirement Planning Counselor® and Certified 401(k) Professional® designations. He joined Merrill Lynch in 2008 after spending 11 years in commercial banking where he worked with middle market business owners. He manages M&A activities, retirement plan business and commercial banking relationships for the team. He also serves on the Board of Directors for the Association for Corporate Growth, Detroit chapter.

Participants walked away with a greater understanding of IRS and DOL audit hot-button issues, fiduciary responsibilities, and fee disclosure considerations. Examples of the most common failures in a 401(k) or 403(b) plan were covered along with how to correct them.

For more information regarding how to keep your plan in compliance, contact Jenny Matasic at 727.572.1400 or jmatasic@cbiz.com.



June 8, 2016

In the part one of this series, Brad discussed frequently asked questions about the new revenue recognition rules and what they entail.

In part two of this three part series covering the latest in revenue recognition, Brad Hale, Tampa Bay Managing Director, discusses some of the challenges that businesses will face as they begin to implement the new standard, and some solutions to alleviate these challenges.

One of the biggest challenges many businesses will face with this standard is finding out where to start. To help with the process, establish a cross-functional team and conduct a brainstorming session to identify the company’s key revenue streams and what they impact. Work together with the cross-functional team established to develop the best approach for implementation and put together a timeline with deadlines, assigning someone to lead the transition. Be sure to involve the cross-functional team, as various departments from across the organization will need to get involved.

As noted in part one of this series, certain industries will be affected more than others. However, all companies will be impacted by the new standard in one way or another. The most important takeaway here is to get started now!

Stay tuned for part three in this series that will discuss ways businesses can prepare for the revenue recognition standard during the deferral period. To read the full article, click here. For more information on how to adopt the new revenue recognition standard, click here or contact Brad at bhale@cbiz.com or 727.572.1400.



June 3, 2016

CBIZ MHM is proud to announce the addition of Tom Rieger as Business Development Manager for its Memphis office.

Tom joins CBIZ MHM with more than 15 years of experience in business development, project management and fundraising.  He most recently served as Senior Vice President of Membership at the Greater Memphis Chamber.  Prior to that, Tom provided strategic consulting services and fundraising for many of the top 20 Chambers in the United States.

Tom’s role at CBIZ MHM will be to support and expand the organization's organic growth model through lead generation and cross-serving.

“Tom’s experience in consultative selling and creating collaborative relationships will be a great asset to our expanding office,” said Eustis Corrigan, Senior Managing Director in Memphis.  “His addition brings depth to our abilities to strengthen our current client base and build new business relationships in a market that is a critical growth engine for CBIZ MHM.”

Connect with Tom on LinkedIn here.



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