•  

Local Office Blogs

rss
Feel free to peruse our blog or search for posts based on a specific term.





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.



June 8, 2016

In the part one of this series, Brad discussed frequently asked questions about the new revenue recognition rules and what they entail.

In part two of this three part series covering the latest in revenue recognition, Brad Hale, Tampa Bay Managing Director, discusses some of the challenges that businesses will face as they begin to implement the new standard, and some solutions to alleviate these challenges.

One of the biggest challenges many businesses will face with this standard is finding out where to start. To help with the process, establish a cross-functional team and conduct a brainstorming session to identify the company’s key revenue streams and what they impact. Work together with the cross-functional team established to develop the best approach for implementation and put together a timeline with deadlines, assigning someone to lead the transition. Be sure to involve the cross-functional team, as various departments from across the organization will need to get involved.

As noted in part one of this series, certain industries will be affected more than others. However, all companies will be impacted by the new standard in one way or another. The most important takeaway here is to get started now!

Stay tuned for part three in this series that will discuss ways businesses can prepare for the revenue recognition standard during the deferral period. To read the full article, click here. For more information on how to adopt the new revenue recognition standard, click here or contact Brad at bhale@cbiz.com or 727.572.1400.



June 3, 2016

CBIZ MHM is proud to announce the addition of Tom Rieger as Business Development Manager for its Memphis office.

Tom joins CBIZ MHM with more than 15 years of experience in business development, project management and fundraising.  He most recently served as Senior Vice President of Membership at the Greater Memphis Chamber.  Prior to that, Tom provided strategic consulting services and fundraising for many of the top 20 Chambers in the United States.

Tom’s role at CBIZ MHM will be to support and expand the organization's organic growth model through lead generation and cross-serving.

“Tom’s experience in consultative selling and creating collaborative relationships will be a great asset to our expanding office,” said Eustis Corrigan, Senior Managing Director in Memphis.  “His addition brings depth to our abilities to strengthen our current client base and build new business relationships in a market that is a critical growth engine for CBIZ MHM.”

Connect with Tom on LinkedIn here.



June 1, 2016

Information security presents a particular challenge to hospitals, physician practice groups, ambulatory care centers and other healthcare organizations. Unauthorized users have shown high interest in healthcare records and data, and according to the Ponemon Institute, the cost of breached healthcare data can be upwards of $363 per record. Additionally, healthcare organizations have rigorous compliance requirements they must regarding protection of patients’ sensitive data.

Securing information from hacker groups and staying compliant with federal agencies requires a robust risk management strategy. A key component of any risk approach is to focus on the areas of highest interest to your organization. The Health Insurance Portability and Accountability Act (HIPAA), information technology and physical loss of data number among the three most common information security risks healthcare organizations are up against. Steps should be taken to evaluate these three areas and the processes your organization is using to manage them. Read the full article.




June 1, 2016

Saturday, May 21, 2016 was CPA Day of Service statewide across Florida hosted by the Florida Institute of Certified Public Accountants (FICPA). Ten employees from our Tampa Bay practice volunteered to give back to the community by participating in two home builds for Habitat for Humanity in Pinellas County.

Altogether, more than 190 CPAs with their family members and friends gathered to give back to 14 different Florida communities on the 2016 CPA Day of Service. “CPA Day of Service is a great way for CPAs to unite for the greater good of a community,” said Jessi Levine, 2015-16 Young CPA Committee Chair and Manager at CBIZ MHM Tampa Bay. “We could not have done it without the many volunteers who showed up with smiles and ready hands to make Florida a better place to live and work!”

For more coverage of the event, search#CPADayofService on Twitter. For more information about community involvement in our Tampa Bay practice, visit our website.



Tags

Phoenix tax Accounting affordable care act Alex Elliott anna howell Audit audit and assurance Award Awards awards and recognition BEPS Best Places to Work Betty Isler Bill Tapp BizJournals biztips bizwomen Blog Brad Hale brenda brigman bryan koch CBIZ CBIZ Kansas City CBIZ KC CBIZ MHM CBIZ MHM Memphis CBIZ MHM Tampa Bay cbiz security and advisory services CBIZ Women's Advantage CBIZBlog CBIZKC CBIZMHM CFO CFO & Controller Conference cfo conference CFO of the Year CFO of the year awards Charity Community Involvement Conference Construction Controller Conversation With country club plaza Craig Gilman cwa Dave Enick DOL EBP EBP Audits Ed Rataj Employee Benefit Plan Audits Employee Benefits employee engagement EmployeeBenefits EntreprenurialServicesGroup ESG Eustis Corrigan events Food Drive healthcare HR Human Resources Innovation International Tax Jenny Matasic Josh Finfrock Joyce Farris Kansas City KansasCity karen cassella KC CFO Breakfast Series KCEvents Linda Lauer Lloyd Grissinger Local Managing Director Manufacturing Mark Baricos MBJ Megan Murdock memphis Memphis Business Journal Memphis Daily News memphis super women in business mentoring monday mergers and acquisitions moira house Networking NFP Not-for-profit Paul Dunham pci compliance Phoenix promotions real estate Revenue Recognition SALT Service Social Committee sonya daniels Sponsorships Start Ups State and Local Tax steve dunavant Success Super Women in Business Tampa Bay Tampa Bay Business Journal tangible property regulations Tax Tax Incentives tax reform The Daily News Top Workplaces Tracey McDonald transaction advisory services Transfer Pricing UMB Bank University of Memphis Volunteer workplace award