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August 12, 2016

Mayer Hoffman McCann P.C. (MHM) recently announced the appointment of Linda Lauer as Midwest Region Employee Benefit Plan Audit Leader.

Linda will continue to be Co-Attest Practice Leader of the Memphis Office. She also serves on the MHM Board of Directors and CBIZ Women’s Advantage National Executive Board. Linda will now be able to use her skills, expertise, and leadership to serve in her new national role.

Linda’s background includes more than 25 years with local and international accounting firms, including plan administration for Fortune 500 companies. She is also a co-author of CCH’s publication, Knowledge-Based Audits of Employee Benefit Plans.

“I am very excited with this role as Midwest Region Employee Benefit Plan Leader. This will allow me to utilize and share my experiences that I have encountered over my career, as well as learn more from other offices within MHM to create best practices for the firm,” Linda said.

To reach Linda about her new role or how she can help your company with their employee benefit plan audit, contact her at llauer@cbiz.com or 901.685.5575.




August 9, 2016

Sonya Daniels, Manager at CBIZ MHM Memphis, was featured in a recent article published by AccountingToday about the discussion of sales tax holidays.

When Massachusetts decided to cancel its sales tax holiday this year, many began to believe this will become a trend in the upcoming years.

Daniels explains that a state depends heavily on sales taxes for revenue, and canceling the sales tax holiday is a way to counter budget deficits.

For 2016, 17 states are offering sales tax holidays, including Tennessee. “From the end of July through early September, what they’re running basically is back-to-school,” said Daniels.

Many, like Daniels, wonder how many states will continue with the tax free holidays. “A lot of states are talking about the loss of revenues during that time,” she said. With the ability for consumers to also get the tax exemption online, there’s an even greater loss for the states.

But there is a helpful hint for those trying to navigate the waters. There are often good sales leading up to the tax holidays, and Daniels urges you to keep your eye in the paper during that time.

For questions about sales tax, contact Sonya Daniels at sdaniels@cbiz.com or 901-685-5575.



August 8, 2016

Mayer Hoffman McCann P.C. (MHM) is pleased to announce the appointment of Bob Batz as Co-Attest Practice Leader (APL) for the firm’s Tampa Bay office.

Bob joins Bruce Murphy in this role and assumes responsibilities for practice growth, financial management, and operational matters as well as personnel development. Bruce will continue to lead the areas of quality control, risk management, and technical accounting and auditing matters. Both Bob and Bruce will maintain active client service and engagement management responsibilities.

“The role of Attest Practice Leader is critical to our success and is held by high impact leaders with a passion for delivering outstanding quality service to clients and a solid focus on practice and professional growth,” said Bill Tapp, Senior Managing Director, CBIZ MHM. “We look forward to executing our growth strategy and continuing to be a leading provider of attest services in the Tampa Bay area.”

Bob has been an integral member of the Tampa Bay office for 18 years and has experience in all aspects of audit, review, compilations, and business advisory services.  He works with numerous publicly traded companies and companies with international operations and is well versed in SEC reporting issues and the reporting requirements of employee benefit plans. Bob also plays a significant role in manager training and recruiting efforts.

Bob received his Bachelor of Science in Accounting from the University of South Florida. He is a CPA and a member of AICPA, FICPA, University of South Florida Alumni Association, Rotary of the Eastlake Sunrise, and the North Pinellas YMCA in East Lake Finance Committee. He is also a Leadership Pinellas graduate.

Congratulations to Bob on this excellent achievement!



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.




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