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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 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
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.





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.

Nonprofit/Government:

  • 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.

 




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