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August 30, 2016

Betty Isler, Tax Managing Director for the Tampa Bay office, published an article, Draw on the Crowd: How Not-for-Profits Can Take Advantage of Crowdfunding, in Nonprofit Information earlier this month.

In this article, Betty provides insight into how not-for-profit organizations can use crowdfunding for a number of organizational functions, from specific projects to broader causes and general support.

As not-for-profit organizations face new opportunities for receiving support from their community, the fastest growing resource comes from crowdfunding platforms. To help maximize the advantages under crowdfunding, Betty discusses five things to consider when determining how to use the crowdfunding tools:

  • Find the Right Fit
  • Be Descriptive and Project Results
  • Keep in Mind Crowdfunding Isn’t the Ultimate Solution
  • Broader Reach Means More Regulations
  • Other Additional Considerations
For questions regarding crowdfunding, please contact Betty Isler at bisler@cbiz.com or 727.572.1400. To view the full Nonprofit Information article, click here.



August 17, 2016

Tracey McDonald and Craig Gilman represented CBIZ MHM Tampa Bay at the Florida Association of Community Health Centers 2016 Annual Conference earlier this month. More than 140 people were in attendance for the three day conference at the Marriott Harbor Beach Resort in Fort Lauderdale.

FACHC provides resources for federally qualified health centers throughout all of Florida. The organization finds opportunities for centers to increase their efforts to serve the population and provide quality, comprehensive, primary care services to over 1.3 million patients..

One of the biggest challenges facing CHCs and other not-for-profit organizations that receive federal funding is understanding the impact of OMB’s recent publication of the Uniform Grant Guidance.  If policies in these areas haven’t been updated, organization’s federal funding may be at risk.

To learn how the Uniform Grant Guidance will affect your organization, contact Tracey McDonald at 813.316.4051 or Craig Gilman at 727.572.1400.



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

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.



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