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November 30, 2016

To celebrate the 20th Anniversary of CBIZ this year, a total of 20,000 hours of volunteer time in local communities nationwide will be donated in addition to the donation of $20,000 to a CBIZ-sponsored charity. The Tampa Bay office chose to volunteer for both Junior Achievement and Bay Pines Veterans Hospital.

More than 50 Junior Achievement volunteers spent the morning at Lynch Elementary School in St. Petersburg teaching 2nd, 3rd and 5th graders a variety of different lesson plans. Due to the efforts of our volunteers, we were able to reach more than 300 students through the Junior Achievement program.

More than 60 C.W. Bill Young VA Medical Center volunteers spent the morning visiting with veterans, cleaning and sanitizing wheelchairs, and assisting veterans with their commute to a Veterans Day Ceremony honoring all who served.

To see more of the volunteer activities done across CBIZ offices nationwide, search #CBIZCares on Twitter.





November 21, 2016

It is that time of year again for the CBIZ National Food Drive. This year’s theme is Decision 2016: Vote to End Hunger, in the spirit of the presidential election. The food drive ran nationally from October 31 – November 11.The goal is to eliminate hunger in our local communities through collection of nonperishable food items, monetary donations, and volunteer time.

The company-wide goal was to collect 900,000 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 exceeded our goal of last year’s total by 25%, with a grand total of 39,814 pounds collected! $7,848 in monetary donations and 574 pounds of food items will be donated to St. Vincent de Paul Soup Kitchen of Upper Pinellas.

Thank you to all for casting your vote to end hunger this year and providing assistance to a lot of people in need this holiday season.

For more coverage on the Vote to End Hunger, search #CBIZFoodDrive on Twitter.





November 18, 2016

The Tampa Bay Business Journal is now accepting nominations for the 2017 CFO of the Year awards, sponsored by CBIZ MHM, Shumaker, and Advantica. The CFO of the Year program recognizes Chief Financial Officers or Heads of Finance in the Tampa Bay area.

Award categories include the following:

  • Public Company
  • Small Private Company
  • Medium Private Company
  • Large Private Company
  • Nonprofit
  • Government

Information about last year’s honorees can be found here.

Nominations are now open until December 26, and the awards program is February 2. Fill out your nomination form here: http://bit.ly/2f4LNgO



November 15, 2016

CBIZ & MHM Memphis is pleased to announce that Philip Pontius has joined the firm as an Audit Senior Manager. Pontius will assume responsibility for managing client engagements, supervising and mentoring staff, and contributing to business development efforts.

Pontius has 8 years of experience with both Big 4 and a national firm in providing audit, review, compilations, and business advisory services. He has worked with a wide range of industries including large publicly traded companies as well as private companies in retail, healthcare, technology, and financial services sectors.

Pontius received both his Bachelors and Masters of Accountancy at the University of Alabama in Tuscaloosa. He is a CPA and a member of AICPA. Pontius is also IFRS certified.

"Philip adds depth to an already incredible team of managers in our attest practice. He has solid experience with other national firms that will benefit our people and clients," said Eustis Corrigan, Senior Managing Director, CBIZ MHM Memphis. "We are also proud to have a hand in bringing talent back home to Memphis."

The Memphis office has been providing audit and attest services to the Memphis area since 1997. Our audit and attest practice provides financial statement audits, employee benefit plan audits, agreed upon procedures, reviews, compilations, and due diligence services. Our clients cover a broad base of industries including manufacturing, real estate, not-for-profit, professional services and retail.

For questions regarding CBIZ & MHM audit and attest services, please contact Linda Lauer at llauer@cbiz.com or 901.685.5575.




November 14, 2016

Learn more about exact ways CBIZ MHM can help companies in the manufacturing industry from Brian Barsi on Today's Business Radio. 

Listen to the full interview.




November 10, 2016
CBIZ Food Drive 2016
CBIZ MHM Minneapolis was proud to kick off the 2016 Food Drive at Second Harvest Heartland. The goal is to eradicate hunger in our local communities through collection of nonperishable food items, monetary donations, and volunteer time. Second Harvest Heartland is one of the nation’s largest, most efficient and most innovative food banks. We helped pack 8,192 pounds of potatoes and cereal that will be distributed to local families in need to help close the missing meal gap.



November 10, 2016

The IRS recently issued proposed regulations eliminating important valuation discounts commonly used in gift and estate tax planning. If finalized as currently proposed, these changes could increase an individual’s gift and estate tax liabilities by more than 60 percent.  Click here to read the full article.




November 10, 2016
Oct 30, 2016 
By Robert Karon

7 Tips on Achieving Zero-Tax Estate Planning Through Charitable Giving

Philanthropy has its advantages

How charitable should I be? What will my legacy be? What values can I teach my children and grandchildren? What do I have passion for? These are some of the questions clients start asking themselves in the autumn of their lives.

Estate planning is an intimate yet challenging process. Deciding who to entrust and bequeath your legacy to is among the largest decisions our clients will face in their lives. 

Many times clients feel that they've given enough to their children, or that even if they wanted to donate to charity, they don't know the intricacies involved. Regardless of the end result, clients always want to eliminate taxes from the picture and spend their savings as they choose, not as the government does. 


Robert Karon is a managing director at CBIZ MHM.

Click here to read the full article.





November 8, 2016

CBIZ MHM Tampa Bay participated in the Making Strides Against Breast Cancer 5k walk at Amalie Arena earlier this month.

The Beta Alpha Psi Delta Gamma Chapter at The University of South Florida and the Beta Alpha Psi Lambda Beta Chapter at the University of Tampa joined Team CBIZ Tampa Bay to support the cause by participating in the 5k walk and by donating online.

Hosted throughout the nation, these walks help the American Cancer Society to continue to accelerate progress in breast cancer research and keep people with breast cancer healthy while we work towards a cure. Over 500 teams participated in this event, raising $464,377 for Making Strides of Hillsborough. This year the Tampa Bay office raised $2,715!

To see pictures from the event, follow @TampaStrides on Twitter and search the hashtags #TampaStrides and #TeamCBIZ.

If you’d like to support Making Strides and the American Cancer Society, you can donate by clicking here. Thanks to everyone for their support of this great cause!





November 2, 2016

More than 50 CFOs, CEOs, Business Owners, and Financial Executives are gearing up for CBIZ & MHM’s Post-Election Tax & Business Update Roundtable to be held later this month at the Tampa Club

Four Tampa Bay executives are slated to wrap up the seminar with a Q&A session and give insight on key races and the expected impact on businesses post-election day.

Oscar Horton of Sun State International Trucks LLC

Oscar is the President & CEO of Sun State International Trucks LLC since 2000. With more than 25 years of experience at International Truck & Engine Corporation, Oscar has a proven record of managing organizational change and improving business efficiencies.


Steve Knopik of Beall’s, Inc.

Steve joined Beall’s, Inc. in 1984 as the Director of Finance and grew with the Company over the ensuing 22 years and advanced through a number of leadership roles before being promoted to Chief Executive Officer in 2006.




Steve Raymund of Tech Data Corporation

Steve has served Tech Data as a Director since 1986, Chairman of the Board since 1991, and CEO from 1986 through 2006. Steve is also a director of Jabil, Inc., where he is Chair of the Audit Committee, and a director of WESCO International, Inc., where he serves on the Audit and Executive Committees. Steve has substantial experience, knowledge, and relationships within the IT distribution channel that allow him to provide value related to finance, management, supplier and customer relationships, operations, and risk.

Kris Wiebeck of Baldwin Risk Partners

 

Kris joined Baldwin Risk Partners (BRP) in 2015 as Chief Financial Officer. He oversees finance, mergers and acquisitions, accounting and legal for all four BRP brands. Kris works with BRP leadership to continue delivering best-in-class insurance and risk management services, optimizing operating results and leading external growth opportunities.


 For more information and to register:
http://www.cbiz.com/postelectiontampa




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