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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.



April 28, 2016

The Memphis office will host a full-day CFO & Controller Conference focused on the ever-changing role of The New CFO.

National speakers, economists, and advisors, along with a panel of local CFOs will share their insights into what the modern CFO should be prepared to face as the role of CFO attracts more business complexity.

The following topics & speakers will be featured in 50 minute sessions:

Executive Compensation in Privately-Held Companies: Best Practices in Today’s Competition
Hal Wallach – Director of Executive Compensation Consulting, CBIZ Human Capital Services

Trends in Cash Automation
Henry Siler – Senior Vice President, Bank of America Merrill Lynch

How to Positively Impact Business Outcomes Through Improved Employee Wellbeing
Emily Noll – National Director of Wellness, CBIZ MHM, LLC
Amy HowellCorporate Wellness Specialist, CBIZ Benefits & Insurance Services

Current Trends in Tax Planning
Lloyd Grissinger – Lead Managing Director & Tax Practice Leader, CBIZ MHM, LLC
Mark Baricos - Managing Director, CBIZ MHM, LLC

An Accountant, A Broker, and A Banker Discuss FASB’s New Leasing Standard 
Brad Hale – Managing Director, CBIZ MHM, LLC 
Kelly Truitt – Senior Vice President, CBRE 
Bruce Clark – Vice President, Bank of America Merrill Lynch

The program will close with a panel of local CFOs who have played a strategic role in the mergers and acquisitions process at their respective companies and throughout their career.  

The event will take place May 17th at The University of Memphis FedEx Institute of Technology.  Registration will begin with a breakfast at 7:30 a.m. and the event kicks off at 8:00 a.m., giving participants eligibility to earn a total of 7 CPE Credits throughout the full-day event.

For more information and to register:
https://cbizmhmcfoconference2016.eventbrite.com/

Can't attend the event?  Follow along with the conversation on Twitter using #CFOConf




April 21, 2016

Over the next few months, the Memphis Office is focusing on different specialties and services by featuring a Q & A with one of our local experts each month.

Sonya Daniels serves as a Manager and leads the State and Local Tax practice for CBIZ & MHM Memphis.  Sonya has more than twenty years of experience in state and local tax and has extensive knowledge of multi-state sales/use tax.  In addition to time spent at a Fortune 500 company, Sonya spent six years as a Tennessee Auditor where she conducted sales and use tax audits as well as franchise/excise tax audits, liquor by the drink audits, and business tax audits.

Sonya  answers important questions like “What questions should you ask your tax consultant?”  The conversation continues with Sonya discussing the common issues she finds, steps she takes to educate her clients, and why it’s important to research a state’s laws before starting new operations in areas of unfamiliar governing.

More resources featured on Sonya’s Conversation page include previously featured articles, a Sales Tax Compliance Flysheet, and information on how to get on our event email list.

Read the full conversation by clicking here.




April 12, 2016
Lloyd Grissinger, Tax Practice Leader and Lead Managing Director for the Memphis office, was recently featured on the Stacking Benjamins podcast show on the ’Last Minute Tax Tips for Procrastinators and Super Savers’.

It's crunch time for last minute tax filings and Lloyd shares tips for all of those last minute procrastinators.  The conversation starts off by addressing penalties associated with not meeting the filing deadline and how to strategically file late to avoid the maximum penalties.

The five different tax tips outlined include:

  1. Tax Savings through IRA contributions
  2. Healthcare related deductions
  3. Job search expenses qualified as deductions
  4. Charitable contributions
  5. Unreimbursed business expenses

To listen to the full podcast on StackingBenjamins.com, click here!

If you have more questions regarding last minute tax-filing tips, contact Lloyd at lgrissinger@cbiz.com or 901-685-5575.




April 7, 2016

As part of an ongoing Executive Roundtable Series, CBIZ MHM Memphis hosted a breakfast seminar last week focused on International Tax.  This session covered an array of international tax topics including proposed government regulations, outbound planning (hybrids, treaties, etc.), and base erosion & profit sharing (BEPS) reports.

With a room full of tax executives eager to gain knowledge on international tax trends, Don Reiser, Managing Director for CBIZ & MHM’s National Tax Office, began discussing the proposed Section 367(d) regulations and the effective government concerns and definition of tangible/intangible property.  Furthermore, Don educated attendees on the evolving permanent establishment (PE) issues as well as hybrid entity structures and multiple examples of offshore IP transfers.

In closing, Josh Finfrock, Director of Transfer Pricing for the Memphis Office, reviewed the impact of BEPS final reports as well as transfer pricing documentation and country-by-country reporting (CBCR).  Josh outlined in detail BEPS Action 13, which presents a 3-step approach to transfer pricing compliance including: a master file, local file, and CBCR details.

To attend one of our future seminars, join our mailing list by clicking here.  For questions regarding the topics and/or your company's international operations or practices, please contact Josh Finfrock at jfinfrock@cbiz.com or 901-685-5575.




April 1, 2016

CBIZ & MHM Memphis
will host its annual full-day CFO & Controller Conference on Tuesday, May 17, 2016.  This year’s conference is focused on “The New CFO” and will highlight topics geared towards the ever-changing business role of the CFO.

The event will take place at the FedEx Institute of Technology on the University of Memphis campus.  The conference will qualify for 7 hours of CPE credit.  Pre-registration is required, and interested attendees can register now online.

The Honorable Jim Strickland, Mayor of Memphis, will provide the keynote address. Other topics will include:

  • Executive Compensation
  • Data Automation
  • Wellness Programs
  • Trends in Tax Planning
  • And much more…

The program will close with a panel of local CFOs who play a strategic role at their respective companies and throughout their career.

We are expecting a sold out event, so RSVP today by clicking here!

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




March 30, 2016
There has been a renewed interest in the distinction between employees and independent contractors.  Bryan Koch, Managing Director at CBIZ & MHM Memphis, wrote an article discussing how this renewed interest can be attributed to the Affordable Care Act, as many of the provisions associated with the law relate to the number of employees working at a company.

In a previous article, the tests used to differentiate between employees and independent contractors were discussed.  In this article, Bryan outlines four different fines and penalties that can be levied by the DOL if a worker is misclassified:

  1. Federal Income Tax
  2. Federal Insurance Contributions Act (FICA)
  3. Unemployment Tax
  4. Payroll Tax

Given the focus on this ACA-related topic, businesses should be aware of how they classify employees versus independent contractors.  In order to avoid penalties and fines, it is important to stay up to date with changes in the tax code— especially with the consultation of a tax professional.

For the full article on our CBIZ Insights & Resources, click here.

To discuss how these potential penalties for misclassification can affect your business, contact Bryan at 901.685.5575 or bkoch@cbiz.com.




March 25, 2016
The Memphis Business Journal’s Table of Experts discussion for March 2016 focused on Tax & Investments. Eustis Corrigan, Senior Managing Director for the Memphis Office of CBIZ & MHM served as the tax panelist.  Other panelists included Becky Bridgmon of Morgan Stanley and Staci Jackson of Paragon Bank.

Moderated by Bryce Corporation’s CFO Ramon Marus, the discussion started off with a reference to the ‘year of uncertainty’ in 2016.  Eustis shared how businesses are strengthening their balance sheets and making wise investments in the midst of an ‘uncertain year’ with a potential recession ahead.  When asked about changes in the tax law that could affect businesses this year, Eustis mentioned the PATH Act, R&D tax credit, Section 179 deduction, and charitable distribution change with IRAs.

Specifically referencing the R&D tax credit, Corrigan stated “In a year of uncertainty, we have more certainty long term because many tax credits are now permanent.  It used to be that the credit would get close to expiring each year and taxpayers and accounting firms would be on pins and needles waiting for Congress to extend it. Now it’s permanent.”

In further discussion, Eustis shared how current tax laws are affecting them, the tax advantages of 401k participation, and the importance of strategy in tax planning.

To read the full discussion from the experts, click here.

If you have any further questions for Eustis Corrigan, contact him at 901.685.5575 or ecorrigan@cbiz.com.




March 18, 2016
Lloyd Grissinger, Tax Practice Leader and Lead Managing Director for the Memphis office, was recently featured in an article from GoBankingRates regarding the ’15 Biggest Tax Problems for Single-Income Families’.


Single-income families can face a variety of problems at tax time. These problems can lead to smaller refunds or bigger tax bills.  This article outlines 15 problems that single-income families might face, and what they can possibly do to avoid the problem or lessen the impact.

In regards to filing single versus head of household, Grissinger said "single parents can hurt themselves at tax time if they file as a single taxpayer rather than head of household.”  He added, “to qualify as head of household, you must be not married, pay more than half the cost of housing for a year, and have your dependent live with you more than half the year.”

Lloyd also comments on different tips and tax benefits for single-income families cautioning individuals to track any and all information related to the donations.

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

If you have more questions regarding filing for single-income families, contact Lloyd at lgrissinger@cbiz.com or 901-685-5575.





March 16, 2016

Manufacturers face pressure to be efficient. As global competition in the manufacturing space continues to accelerate, many in the industry are looking for every opportunity to streamline cost.  Mark Baricos, Managing Director at CBIZ & MHM Memphis, wrote an article discussing three key elements that should be considered in evaluating a well-defined tax strategy.

Recent changes to tax provisions now offer additional opportunities to minimize tax burden. Passed in December 2015, the Protecting Americans against Tax Hikes (PATH) Act makes permanent several tax deductions that previously had to be renewed each year and includes longer-term extensions of others.

In the article, Mark outlines three ways manufacturers can take advantage of these PATH act changes.  Manufacturers that operate internationally should take particular note of the Act’s extension of several tax reduction opportunities for conducting business abroad.  The legislation could mean the chance to lower a company’s overall effective tax rate, bringing significant benefits to operations.

For the full article on our CBIZ Insights & Resources, click here.

To discuss what the PATH Act means to your business, contact Mark at 901.685.5575 or mbaricos@cbiz.com.




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