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February 16, 2016
Steve Dunavant Managing Director for the Memphis office, will present a webinar as part of the CBIZ & MHM Executive Education Series.  Joel Superfon, Director of Investment Management & Advisory Services at Dudley Ventures  will co-present.

This webinar, Emerging Trends in Real Estate - Tax Incentives as Part of Capital Formation, will include an overview of the New Market Tax Credits (NMTCs), types of projects that qualify, community impact, and various technical aspects of the tax credit strategy.

Steve and Joel will also discuss how the NMTCs and Historic Tax Credits (HTCs) can be employed along with traditional sources of capital (bank and government loans, grants, investor capital) to fund real estate development project costs.

To register for the webinar on February 25th, or for more information, click here.





February 16, 2016

CBIZ MHM Tampa Bay is pleased to announce the appointment of Christine McAlarney to the firm’s Professional Standards Group (PSG).  The PSG is a designated group of technical professionals, who are called upon when there is uncertainty surrounding a complex question or issue.  The members of the PSG are chosen based upon their level of expertise and involvement in the profession.

Christine is serving on the PSG as a technical Subject Matter Expert on complex debt and equity arrangements and financial instruments.  She provides internal consultations and supports the Professional Standards Group's thought leadership and educational activities.  Christine’s exposure through the PSG to these topics across the country will enable her to provide additional insights and best practices to our local clients in Tampa Bay.

Christine is a Senior Manager at CBIZ MHM Tampa Bay and has worked extensively in all aspects of audit, review and compilation engagements, as well as SEC reporting. Most recently, Christine has been spending a significant amount of time working in the Accounting Advisory practice and additional areas of technical consulting for MHM in the Northeast.



February 12, 2016

CBIZ MHM Tampa Bay hosted a Not-For-Profit Seminar in their ongoing series last week on Best Practices in Executive Compensation. This session covered the basics of executive compensation and planning concepts through real-world examples and case studies.

With the ever changing not-for-profit employment landscape, attracting talent demands creative rewards, energizing retention, and compliance. Ed Rataj, Managing Director in the Compensation Consulting Practice at CBIZ, discussed what CFOs should know regarding rewards, retention, and regulation.

Ed covered how to protect executives and board members from personal liability, trends in not-for-profit compensation, case studies, highlights of the proposed FLSA revisions, and the new overtime regulations. He also advised on what actions organizations should be taking now.

For more information on how to integrate best practices in planning executive compensation or compensation regulations impacting Not-For-Profit organizations, contact Ed Rataj at 314.692.5884 or erataj@cbiz.com.

To get on the invite list for future seminars in our Tampa Bay series, contact Craig Gilman at cgilman@cbiz.com or Tracey McDonald at tracey.mcdonald@cbiz.com.





February 10, 2016

The Memphis office is focusing on different specialties and services by featuring a Q & A with one of our local experts each month.

Linda Lauer serves as Lead Managing Director and Co-Attest Practice Leader and leads the employee benefit plan (EBP) audit practice in Memphis.  With more than 25 years of experience in accounting and employee benefit administration, Linda has become a well-known source of EBP knowledge in the Memphis area.

Not only does this series allow you to get to know Linda on a more personal level, but Linda also answers important questions like “What should you ask your benefit plan auditor?”  The conversation continues with Linda discussing the uniqueness of EBP audits, common issues found during EBP audits, and how companies should comply with ERISA.

More resources featured on Linda’s Conversation page include previously featured articles, an EBP audit whitepaper, and information on the audit quality study that was just released by the Department of Labor.

Read the full conversation by clicking here.




February 1, 2016

Lloyd Grissinger, Tax Practice Leader and Lead Managing Director for the Memphis office, was recently featured in an article from NBC News regarding charity-related deductions.

"Many taxpayers miss out on their share of charity-related deductions, because they don't pick up the little contributions they do throughout the year," said Lloyd.  "We all get involved in organizations that ask for volunteer efforts and food drives that involve you spending money not as a donation but as supplies."

Lloyd continues to speak on different examples of charitable donations and cautions individuals to track any and all information related to the donations.

To read the full article on CNBC.com, click the button below.

Lloyd focuses on large privately-held companies and portfolio companies of private equity groups with operations in multiple states and countries. He provides his clients with tax and consulting services, which include entity taxation, asset protection, transaction analysis, family wealth planning, income and estate tax planning, business succession planning, and entity structuring to reduce taxes.

If you have more questions regarding charity-related deductions, contact Lloyd at lgrissinger@cbiz.com or 901-685-5575.





February 1, 2016

CBIZ MHM Tampa Bay is proud to announce the promotions of Senior Manager Shaun McClung and Senior Manager Tom Steiner to the position of Managing Director.

Shaun has more than 15 years of experience managing tax engagements for clients operating as multi-entity corporations, S corporations or partnerships in a variety of industries. In addition to his tax compliance responsibilities, Shaun also helps with a broad range of tax consulting matters, such as tax provision calculations, IRS and state tax examinations, accounting method changes, tax due diligence, restructuring issues and real estate transactions.

“Shaun has been an integral part of our practice since joining us just over five years ago.” said Bill Tapp, Senior Managing Director, CBIZ MHM Tampa Bay. “Not only has Shaun served our clients with excellence since joining us but he has also been a strong mentor and positive role model for all of our team members.”

Shaun received his Bachelor of Science in Finance from West Chester University. He is a CPA and a member of AICPA, FICPA, and the St. Petersburg Chamber of Commerce Finance Committee. Shaun also serves as Treasurer for St. Raphael’s Home and School Association Board of Directors and is a graduate of both Tampa Connection and Leadership St. Pete.

Tom has more than 15 years of experience, including 13 years with CBIZ & MHM, in all aspects of audit, review and compilation services. He serves both publicly traded and privately owned entities. Tom also has extensive knowledge of the reporting requirements of employee benefit plans.

“Tom is always willing to take on more responsibility and to step up and do more whenever the need arises.” said Tapp. “He is well regarded for his high level of integrity and his strong work ethic within the attest practice as well as throughout the entire Tampa Bay business unit.”

Tom received his Bachelor of Science in Accounting from the University of North Carolina-Greensboro and his Master of Accountancy from the University of South Florida. He is a CPA and a member of AICPA, FICPA, and the Advisory Board of Directors for the YMCA of the Suncoast. Tom is also a Leadership Pinellas graduate.

Congratulations to both Shaun on Tom on this excellent achievement!



January 29, 2016

For the fourth year, the Social Committee for the Memphis Office has hosted an outing to watch the Memphis Grizzlies basketball team.  This event is a great way to kick off the New Year and enjoy some time together before busy season begins.

The festivities started on Memphis’ iconic Beale Street for some pre-game fun at The Tin Roof.  Then, our employees and their guests headed towards the FedEx Forum to see the Grizz take on the Denver Nuggets.

The game was entertaining with 11 lead changes and 9 times tied during the game.  After a very eventful fourth quarter, the Grizzlies managed to bring home the win over the Nuggets with a score of 91 to 84.

#TeamCBIZ may have been the good luck charm for the Grizzlies, but nonetheless, it was a fun-filled night for our employees to enjoy together.  





January 27, 2016

Josh Finfrock, Director in the Memphis Office, recently authored an article covering the 2015 Fourth Quarter Update on Transfer Pricing.

Referencing his previous post, Josh begins by providing an update on the final BEPS project recommendations.  He then provided a United States transfer pricing update regarding proposed regulations released by the IRS and Treasury Department.

Josh’s article also gives detailed transfer pricing updates in foreign markets.  The recently issued updates concerning transfer pricing documentation and CbC reporting involved Australia, India, and Denmark.

For questions on how these transfer pricing updates may have an impact on your company, please contact Josh Finfrock at jfinfrock@cbiz.com or 901-685-5575.  To view the full article on CBIZ’s Insights & Resources page, click the button below.





January 26, 2016

CBIZ MHM Tampa Bay partnered with Seabridge Wealth Management for an Employee Benefit Plan Roundtable last week at the Centre Club. This seminar provided practical information to be aware of as it relates to the health and integrity of employee benefit plans.

The panel of speakers included the following:

The presenters discussed a checklist for plan administrators and plan management to consider in making sure plans are ready for year-end compliance testing as well as ensuring the sponsor’s compliance with fiduciary responsibilities. A summary of deficiencies noted in plans in prior years and how plan sponsors can avoid these problems in plans this year was also discussed.

For more information regarding best practices for 401(k) and 403(b) plan compliance, contact Jenny Matasic at 727.572.1400 or jmatasic@cbiz.com




January 20, 2016
Linda Lauer, Co-Attest Practice Leader and Lead Managing Director for the Memphis Office, was recently featured in a Q & A article with the Memphis Business Journal.  In the article, Linda provides valuable insight in regards to the recent employee benefit audit study performed by the Department of Labor (DOL).

Linda covers what companies should expect with these new findings, how employee benefit plan audits differ than typical financial audits, and what could happen if your firm is not in compliance.

"While it seems simple, the number-one thing companies should look for in their CPA firm is the experience the auditor has specifically with benefit plans,” Lauer stated. “The DOL study clearly substantiates that the more plans a firm audits, the fewer deficiencies are found.”

For questions regarding the study and/or the impact on your company, please contact Linda Lauer at llauer@cbiz.com or 901-685-5575.  To view the full Q & A with Linda, click the button below.





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