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March 4, 2016

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

Josh Finfrock serves as a Director and leads the transfer pricing practice for CBIZ & MHM Memphis.  Josh has significant experience providing guidance on the development of internal transfer pricing policies and on the development of planning and documentation strategies for multinational clients operating in various countries worldwide.

Not only does this series allow you to get to know Josh on a more personal level, but he also answers important questions like “What should be in consideration as you're doing business internationally?”  The conversation continues with Josh discussing the common issues he finds, consequences of companies not in compliance, and why it’s important for transfer pricing to be controlled and monitored.

More resources featured on Josh’s Conversation page include previously featured articles, a BizTip Transfer Pricing video, and information on the latest CBIZ MHM Executive Roundtable Series.

Read the full conversation by clicking here.




March 2, 2016

As a sponsor for this event since its inception, CBIZ MHM’s Linda Lauer welcomed the group sharing the value of women in our workplace.  Linda also noted the national firm’s development of business women through our Women’s Advantage program.

Carolyn Hardy of Chism Hardy Investments and Henderson Worldwide Investments headlined as the keynote. Working among ‘the good old boys’, she quickly realized the importance of using her relationships to her advantage. During her address, Carolyn spoke about how women should utilize their connections and “human collateral” to advance in their business endeavors, noting that “you will never make a sale if you call the receptionist.”

Overall, the group discussion was very empowering.  Many panelists discussed how women in business should lift each other up by partnering with one another rather than competing among the few women already in the room.

Other panelists included Sara Burnett from LeBonheur Children’s Hospital, Stacy McCall of ServicesMaster by Stratos, and Sarah Petschonek of Volunteer Odyssey.

A crowd of 200 gathered for the #BIZWomen event at the Brooks Museum. To read further coverage, view the Memphis Daily News article.

For more information about CBIZ Women's Advantage, click here.


(picture courtesy of Memphis Daily News/Andrew J. Breig)




February 26, 2016

Josh Finfrock, Director in the CBIZ MHM Memphis office, recently spoke at the U.S. Intermediate Transfer Pricing Update Bloomberg BNA conference on February 22nd & 23rd.

The two-day conference included instruction on common transfer pricing methodologies and concepts for accountants, attorneys, and other tax practitioners.  The program was designed as a training session to introduce tax practitioners to the key reporting and compliance issues in establishing an arm’s length price under Sec. 482 and the OECD guidelines.

Finfrock leads the Transfer Pricing practice at CBIZ and performs work for companies all across the world.  At the conference, Josh presented 'Analyzing the Intercompany Transfers of Tangible Property.'  In this session, he discussed… available methodologies, types of manufacturers, types of distributors, and examples of common intercompany transactions as it all relates to sales of tangible property.

Transfer pricing in the United States continues to be a topic of major concern to tax executives at U.S. outbound and inbound multinationals. Transfer pricing requires financial statement results to properly reflect profits between business units for tax and earnings forecasts. As a result, corporate tax and financial executives must establish effective internal controls and defend their pricing policies before their auditors and the IRS.

For questions regarding transfer pricing and its impact on your international operations, please contact Josh Finfrock at jfinfrock@cbiz.com or 901.685.5575.




February 25, 2016
CBIZ MHM Memphis hosted an Employee Benefit Plan seminar last week called Retirement Plan New Year’s Resolution: Is Your Plan Ready for 2016?  This session covered understanding of fiduciary duties and responsibilities, financial planning for 2016, and the DOL’s audit quality study.

With a room full of plan sponsors and administrators eager to start their 2016 planning right, Jennifer Kiesewetter, ERISA, ACA, & Executive Compensation Attorney at Kiesewetter Law Firm, began discussing the various fiduciary duties and responsibilities that are overlooked or unknown.  Furthermore, Jenny educated attendees on consequences of breach of fiduciary duty as well as ways to limit fiduciary liability.

Jeff Barnes, Senior Consultant at Gavion, LLC, shared with the group how to determine goals and best practices for Plans in 2016.  He also covered various plan considerations and proposed many questions sponsors and administrators should be answering during their planning processes.

In closing, Linda Lauer, Lead Managing Director for the Memphis Office, reviewed key findings and conclusions that were found in the recent DOL Audit Quality Study.  The statistics in the study confirmed that the more plans audited by a firm, the less deficiencies performed.  Linda concluded the presentation with the DOL enforcement, regulatory, and outreach recommendations.

To attend one of our future seminars, join our mailing list by clicking here.  For questions regarding the study and/or the impact on your company’s benefit plans, please contact Linda Lauer at llauer@cbiz.com or 901-685-5575.





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 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.





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 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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