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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.



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 1, 2016

Saturday, May 21, 2016 was CPA Day of Service statewide across Florida hosted by the Florida Institute of Certified Public Accountants (FICPA). Ten employees from our Tampa Bay practice volunteered to give back to the community by participating in two home builds for Habitat for Humanity in Pinellas County.

Altogether, more than 190 CPAs with their family members and friends gathered to give back to 14 different Florida communities on the 2016 CPA Day of Service. “CPA Day of Service is a great way for CPAs to unite for the greater good of a community,” said Jessi Levine, 2015-16 Young CPA Committee Chair and Manager at CBIZ MHM Tampa Bay. “We could not have done it without the many volunteers who showed up with smiles and ready hands to make Florida a better place to live and work!”

For more coverage of the event, search#CPADayofService on Twitter. For more information about community involvement in our Tampa Bay practice, visit our website.



May 26, 2016

The CBIZ MHM Tampa Bay Career Academy Program was held May 9th and 10th at the Hilton in downtown St. Petersburg. The two-day program is designed specifically for accounting students to help them identify the skills they have, how to identify and work with the skills of teammates, and how to further develop the skills needed as they embark on their careers.

Tampa Bay experts lead sessions focused on learning how to work collaboratively in a professional setting. Highlights from this year’s program included a LinkedIn seminar, The Go Game team building exercise, networking best practices, and a career management group project. The students were also taken on a client tour at Great Bay Distributors.

For more information about our Career Academy and how to join our Tampa Bay team, visit our Campus Recruiting page.





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