Local Office Blogs

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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 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

The 2016 CFO of the Year finalists were announced in the Tampa Bay Business Journal yesterday. CBIZ MHM Tampa Bay is proud to sponsor the CFO awards, which are designed to honor financial professionals in the Tampa Bay area for outstanding performance in their roles as corporate financial stewards.

The 2016 class of CFOs of the Year include the following:

Small Private Company:

  • Mardi Bessolo, Bessolo Design Group
  • Bobby Eggleston, RMC Real Estate Services
  • Dawn Hackney, Meridien Research Inc.
  • Tayra Paul, Laser Locators
  • Freddy Russian, AFLG Investments Private Equity

Medium Private Company:

  • Al Alvarez, Cigar City Brewing
  • Ashby Green, Kobie Marketing
  • Tim Hudson, CoreRx Inc.
  • Todd Kugler, Nationwide Title Clearing
  • Doug O'Dowd, Xcelience LLC
  • Rob Taylor, Accuform Manufacturing Inc.
  • Nancy Walsh, Stellar Partners Inc.

Large Private Company:

  • Raj Dani, AVI-SPL Inc.
  • Patrick Gramling, IRONMAN
  • Nirmal Patel, Benzer Pharmacy
  • Thomas Schmidt, Crown Automotive Group
  • Keith Senglaub, Feld Entertainment Inc.


  • Susi Begazo-McGourty, The Housing Authority of the city of Tampa
  • J.P. DuBuque, Tampa Hillsborough Economic Development Corp.
  • Lynne Paul, Tampa-Hillsborough Expressway Authority
  • Maria Porto-Duarte, The Crisis Center of Tampa Bay
  • Mary Beth Rossi, David A. Straz Jr. Center for the Performing Arts

Public Company:

  • Tricia Fulton, Sun Hydraulics Corp.
  • Jack Laskowitz, Paradise Inc.
  • Cristian Melej, C1 Financial
  • Albert Narvades, Jagged Peak Inc.
This year’s CFO of the Year finalists will be honored at an awards luncheon at TPepin's Hospitality Centre on February 18. To meet this year’s CFO honorees, register for the awards event by clicking here. For more coverage on the 2016 CFO of the Year event, search #TBBJCFO on Twitter.

January 13, 2016

The Go Game team-building served as the perfect event for Tampa Bay’s annual Firm Day and Holiday Party. To kick off the day, all employees met at the St. Petersburg Yacht Club for team-building throughout downtown St. Petersburg. The Go Game facilitator had quite the experience planned for the thirteen staff teams. Each team received a smart phone that guided them through a series of challenges including:

  • Location-Based Puzzles
  • Fun, Challenging Trivia
  • Head-to-Head Interteams
  • Actor/Plant Interactions
  • Creative Photo/Video Missions

This combination of challenges broke down barriers between players, created strong team identification, and got teams to tap into a wide variety of skills including creativity, communication, problem solving, and time management. After the team-building, everyone went to the Yacht Club for lunch and an unforgettable video presentation culminating the day’s events. Teams voted for their favorites, and The Go Game tallied the point totals to determine the winners.

Following The Go Game awards ceremony, Senior Managing Director, Bill Tapp followed with a state-of-the-firm presentation. Staff had the opportunity to welcome new employees, congratulate promoted individuals and anniversaries, and discuss internal metrics. Pete Scalia, Executive Director of St. Vincent de Paul Soup Kitchen, had a special thank you for the firm’s donations from the Food Drive.

After lunch, everyone headed back to the CBIZ MHM Tampa Bay office for casino games, photo booth fun, a calendar exchange, and raffle prizes.


December 15, 2015

Paul Dunham, Tax Managing Director for the Tampa Bay office, published an article, Tax Strategies Unaffected by Extenders, in the November 2015 issue of CPA Magazine. In the article, Paul provides insight into year-end tax strategy discussions with clients.

At the top of every year-end planning list is the status of the “extenders”.  Many of these provisions will likely be reinstated at the last minute as did indeed happen last year. “The purpose of this article is to not address the status of the “extenders,” but rather discuss other year-end tax strategies that are generally effective without regard to the status of the extenders,” Paul shared. His article discusses a list of such strategies.

“While waiting for legislative action regarding the extenders, there are still many tax planning ideas/strategies that should be discussed with clients before year end,” Paul concludes.

For questions regarding tax strategies and the status of extenders, please contact Paul Dunham at pdunham@cbiz.com or 727.572.1400. To view the full CPA Magazine article, click here.

December 11, 2015

Opportunities for a sale can arise quickly. To make the most of those opportunities, it helps to have a plan. Dave Enick, Tampa Bay Managing Director, co-authored an article discussing the key elements that should be included in a sales strategy.

Assembling the right team is a critical first step.  Teams should be made up of individuals who could bring insight or guidance into the sale evaluation process.  This team is important to defining appropriate objectives for proposed transactions.

Once the initial team is determined, discuss what is sought from a purchase offer by weighing all potential outcomes. Before communicating about the strategic opportunities being considered, make sure to solidify objectives and a communication plan. Lastly, make sure to procure outside advisors who have expertise with complex transactions and can assist with the sale preparation process.

For more information about the five step process and assembling the right team, contact Dave Enick at denick@cbiz.com or 727.572.1400.

December 8, 2015

CBIZ MHM Tampa Bay hosted the annual year end CPE breakfast last week at Feather Sound Country Club. The seminar kicked off with Tampa Bay Managing Director Paul Dunham’s presentation on federal tax updates. Paul has more than 25 years of experience in public accounting and serves both public and privately held companies on a wide range of strategic tax issues.

Eric Brust, CEO of Matthews Benefit Group, and Derek Johnson, Account Executive with Transamerica Financial Advisors, followed Paul’s presentation with an informational session on how businesses can utilize tax advantaged plans and reduce fiduciary risk. Eric has more than 10 years of experience consulting with public, private and not for profit employers on pension, post-retirement medical/life and other employee benefits issues. Derek has more than 16 years of experience with Transamerica helping individuals, families and businesses succeed through the balance of innovation, education and action.

Wrapping up the breakfast was Yong-Gon Chon, CEO of Cyber Risk Management, who discussed the security threats facing U.S. businesses today. Yong-Gon reviewed significant trends in supply chain threats, current breach data, and strategic solutions and countermeasures to stop cybercriminals, including insider threats. Yong-Gon has more than 20 years of experience building and leading global security teams and is responsible for all aspects of business rhythm.

For more information on our Year end CPE event, contact Paul Dunham at 727.572.1400 or pdunham@cbiz.com.

December 4, 2015

These days, entities classified as partnerships for income tax purposes often hear the calling from partners to monetize a portion of the value the enterprise owns, even though those partners are not yet ready to sell their partnership interests. A recent article by Tampa Bay Senior Manager, Nathan Smith, discusses different way that partnerships can accomplish this.

The tax basis of one’s partnership interest is the key determinant of whether gain recognition is appropriate upon receipt of current cash distributions.  A partner’s tax basis in his partnership interest initially is established by the amount of money and the adjusted basis of property contributed by him to the partnership, or by his cost of such interest if acquired from another partner. A partner’s basis in his partnership interest also includes any increase in a partner’s share of the liabilities of a partnership, or any increase in a partner’s individual liabilities by reason of the assumption by such partner of partnership liabilities.  The manner in which partners are considered to “share” in the liabilities of the partnership is an important factor in the determination of each partner’s adjusted basis in his partnership interest.

For more information about the implications of making debt financed distributions, read the full article here or contact Nathan Smith at NTSmith@cbiz.com or 727.572.1400.

November 18, 2015

It is that time of the year again for the CBIZ National Food Drive.  In the spirit of the Star Wars Saga, the theme for this year’s food drive was:  HUNGER WARS:  EPISODE 2015.  The food drive ran nationally from November 2-13. CBIZ MHM Tampa Bay donated all collections this year to St. Vincent de Paul Soup Kitchen of Upper Pinellas.

The company-wide goal was to collect 700,000 pounds of food and the challenge for each office was to increase their total by at least 10% over last year.  The Tampa Bay office of CBIZ & MHM exceeded our goal of last year’s total by 23%, with a grand total of 31,812 pounds collected!  $6,252 in monetary donations and 552 pounds of food items will be donated to the SVDP Soup Kitchen this year.

The food drive kicked off with a company-wide breakfast for a minimum donation.  There was also a bake sale silent auction and fundraising luncheon as other donation opportunities.

Thank you to all for rebelling against the “Hunger Wars” and doing our part to make sure no child, senior or family in our community goes hungry this holiday season.

For more coverage on the “Hunger Wars”, search #CBIZFoodDrive on Twitter.


November 16, 2015

This year’s Florida ACG Capital Connection Conference took place November 10-12 attracting more than 400 attendees to the Diplomat Resort & Spa in Hollywood. The CBIZ Transaction Advisory Services (TAS) group was present and sponsored charging stations at the event.

Our TAS group helps clients stay connected to their goals throughout the transaction process by tailoring a full range of solutions to the unique needs and concerns related to the transaction at hand. CBIZ takes a scalable approach to every transaction to help you address the unique value drivers of your deal.

CBIZ is one of the nation’s leading accounting services providers delivering national expertise combined with highly personalized service at the local level.  We provide due diligence, transaction structuring, valuation, cash flow modeling, risk mitigation and credit risk services to potential buyers and sellers so they can make informed decisions regarding complex transactions.

Contact Dave Enick, Southeast Transaction Advisory Leader, for more information on how to make the most of your transactions.


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