Local Office Blogs

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July 29, 2015

For the second consecutive year, CBIZ MHM Tampa Bay has been named one of the 2015 Best Companies to Work for in FL by Florida Trend.  We were ranked 13th in the “Best Large Companies” category, recognizing those companies with more than 250 employees in the State of Florida. To participate, companies had to employ at least 15 workers in Florida and have been in operation at least one year. Companies that chose to participate underwent an evaluation of their workplace policies, practices, philosophy, systems and demographics. The process also included a survey to measure employee satisfaction. The combined scores determined the top companies and the final ranking.

Bill Tapp, Senior Managing Director, commented, “We are honored to receive this recognition and have our outstanding CBIZ MHM Tampa Bay employees to thank for our continued success.”

For more information about joining our award-winning Tampa Bay team, visit our Careers page.

July 22, 2015

The Tampa Bay Business Journal has announced the 50 finalists for the 2015 BusinessWoman of the Year Awards. This award recognizes the accomplishments and leadership of outstanding women who are role models to businesswomen in the Tampa Bay area.

Cindy Mull, CBIZ MHM Tampa Bay Managing Director, was selected as one of the 2015 finalists for her role in the firm's merger and acquisition activity while managing oversight of all financial reporting. Join us in honoring Cindy and all of the 50 finalists at their awards gala on August 28th. For more information on registration, contact TBBJ Event Manager Briana Sellers at bsellers@bizjournals.com.

The full list of finalists was announced July 10th on the Tampa Bay Business Journal website.

July 16, 2015

Twin Cities Business Magazine is now accepting nominations for the 2015 Small Business Success Stories Awards. Nominees should have a compelling story such as: a turnaround, rapid early growth, an unusual product innovation, notable longevity, the overcoming of an unusual challenge, or growth in a declining industry.

Click here to submit a company and to see the full eligibility requirements.

To view a list of the 2014 Small Business Success Stories finalists and honorees, click here.

July 15, 2015

The Memphis Business Journal is now accepting nominations for the 2015 CFO of the Year Awards. Nominees must be a Chief Financial Officer or hold an equivalent position at a local company or organization that is headquartered in the Memphis or Mid-South area.

Award Categories include the following:

  • Private Company
  • Public Company
  • Nonprofit Organization
  • Lifetime Achievement Award

Click here to submit a CFO and to see the full eligibility requirements.

To view a list of the 2014 CFO of the Year finalists, click here.

July 14, 2015

The 2015 Fast 50 finalists were invited to a VIP reception at One Buccaneer Place last week to recognize their accomplishment for being selectedas one of the fastest growing organizations in Tampa Bay. The event kicked off with Tampa Bay Business Journal’s Bridgette Bello welcoming remarks along with a few words from presenting sponsors, CBIZ MHM’s Bill Tapp, and Trenam Kemker’s Marie Tomassi. Former Buccaneer MichaelClayton made a guest appearance at the event as well.

The annual Fast 50 list is the fastest growing companies in Tampa Bay based on three years of revenue by percentage growth over that time. The companies have to be headquartered in the Tampa Bay area and have a minimum revenue of $1 million in 2012.

The ranking order of the fastest growing, privately held companies in Tampa Bay will be revealed at the 2015 Fast 50 Awards Luncheon on July 23 at A La Carte Event Pavilion.

July 13, 2015

The Memphis Business Journal editorial board has selected the 25 finalists who will be honored at the 2015 Super Women in Business Awards luncheon August 28th at the Hilton Memphis. Named for their leadership in business, community contribution, and influence in a variety of industries, these women will make up the fourth class of Super Women since the awards' inception.

Join us in honoring the 25 Super Women at their awards luncheon August 28th. Individual tickets and group packages are available. For more information on registration, contact Meade Carlisle at mcarlisle@bizjournals.com.

The 25 finalists include the following:

  • Rebecca AdelmanShareholder, Hagwood Adelman Tipton PC
  • Becky BridgmonVice President, Financial Advisor, Investment Management Consultant and Partner, the Bilsky Bridgmon Group at Morgan Stanley
  • Emily CallahanChief Marketing Officer, ALSAC/St. Jude Children’s Research Hospital
  • Kim CherryExecutive Vice President of Corporate Communications, First Tennessee Bank
  • Divya ChoudharyDirector, Graduate Engineering, Director, STEM Center for Women, and Diversity Associate Professor, Electrical and Computer Engineering, Christian Brothers University
  • Dorothy CleavesFirst Vice President Relationship Manager-Private Banking, Paragon Bank
  • Melissa CookstonOwner, Memphis Barbecue Co.
  • Kim Gaskill Founding Partner, Gaskill Strategies LLC
  • Jodie Gilmore CEO and Managing Director, Onyx Medical LLC
  • Briggette GreenOwner, TopCat Masonry Contractors LLC
  • Karen HarrellVice President, Porter-Leath
  • Kathleen Healy-CollierVice President, Business Line Operations and Professional Services, Regional One Health
  • Karen Field IsaacmanCo-Chairman, Armstrong Relocation and Cos.
  • Mary Ann Jackson Shareholder, Baker, Donelson, Bearman, Caldwell & Berkowitz PC
  • Paula JacobsVice President, Process Improvement and Innovation, Methodist Le Bonheur Healthcare
  • Melanie KellerPresident and CEO, Meritan Inc.
  • Deidre MalonePresident and CEO, The Carter Malone Group LLC
  • Estella H. Mayhue-GreerPresident and CEO, Mid-South Food Bank
  • Valerie MorrisPresident and CEO, Morris Marketing Group
  • Alice Roberts Vice President of Programming and Education, The Orpheum Theatre
  • Kris ShepherdExecutive Vice President, Corporate Marketing and Communications, Varsity Brands
  • Mary Tate-SmithVice President, Cigna
  • Dr. Kathy TubervilleDirector, Avron B. Fogelman Professional Development Center
  • Linda WilliamsPresident and CEO, RISE Foundation Inc.
  • Jacquelyn WilliamsExecutive Director, YWCA Greater Memphis

The full list of finalists were announced July 10th on the Memphis Business Journal website.

Click here to view the list of 2014 honorees.

July 9, 2015

Please join us for this free seminar where you will receive timely information on pertinent not-for-profit topics and practical guidance in these areas - all while networking with colleagues and enjoying breakfast on us.

Executive Compensation in Tax Exempt Organizations: 

A Not-For-Profit Guide to Navigating Intermediate Sanctions

Government agencies have stepped up their intermediate sanctions enforcement efforts and the IRS has assessed millions of dollars in fines to not-for-profit executives and board members as a result of its Executive Compensation Compliance Initiative. Ed Rataj, Managing Director of Compensation Consulting at CBIZ, will discuss what intermediate sanctions are, the new Form 990 questions pertaining to efforts made to fulfill the rebuttable presumption standard, who among your executives and board members are subject to intermediate sanctions and how to protect your organization.

Selecting the Best Retirement Plan for My Organization: 

403(b) vs. 401(k)

Pattie Stahm, Senior Relationship Manager of Retirement Plan Services at CBIZ, will discuss the subtle yet distinct differences between 403(b) and 401(k) plans. She will talk about specific differences required by regulations and how participant demographics and organization objectives can impact the decision on which plan to sponsor.

This seminar is free and qualifies for 2 CPE credits.

To register, please click here.

July 8, 2015

Cautious optimism about the future is the overarching theme of the technology and life sciences survey conducted by CBIZ and Mayer Hoffman McCann P.C. The majority of respondents said they plan to hire more employees and expand domestically in the next 24 months. Additionally, most companies cite growth as the end goal for their company, and less than a third plan to exit in the next three years.

Download the full report here.

July 7, 2015

Mark Baricos, Managing Director for the Memphis office, recently shared “3 Post-Tax Season Tangible Property Takeaways” for AccountingWEB. These few key takeaways follow the first tax filing in which Tangible Property Regulations were mandated:

1. TPRs will continue to be an issue that taxpayers face annually, as they review how certain expenditures should be treated (expensed versus capitalized and depreciated).

2. TPRs will continue to have a significant impact on certain industries.

3. TPRs will require proper internal controls related to the treatment of capital expenditures.

Mark also shares a few questions and best practices to consider as you plan tax compliance strategies.

To read the full article, click here.

For more information regarding how the Tangible Property Regulations may affect your business or tax filing, feel free to contact Mark at mbaricos@cbiz.com

July 6, 2015

In December 2013, the Office of Management and Budget (OMB) published policy changes in the Federal Register regarding all aspects of federal awards including the administrative, allowable cost principles, and audit requirements that not-for-profit organizations must comply with when contracting with a federal agency. The new guidance is a key component of the Administration’s larger effort to more effectively focus Federal grant resources on improving performance and outcomes while ensuring the financial integrity of taxpayer dollars.

In December 2014, this uniform guidance became effective, and OMB published changes to the original guidance under the Joint Interim Final Rule. By streamlining eight Federal regulations into a single, comprehensive policy guide, the government can better administer the $600 billion awarded annually for grants and other types of financial assistance by decreasing administrative burden for recipients and reducing the risk of waste, fraud, and abuse.

One of the biggest challenges facing these not-for-profit organizations is understanding the impact of OMB’s recent publication of the Uniform Grant Guidance. Our professionals can help. We provide consultation on:

  • Analyzing needed changes to purchasing policies
  • Educating staff on changes to allowable cost principles
  • Analyzing indirect cost rate changes
  • Providing best practices and timelines to assist with compliance
For more information about how OMB’s Uniform Grant Guidance will impact your organization, contact Tracey McDonald, CBIZ MHM Managing Director, or Craig Gilman, CBIZ MHM Managing Director, at 727.572.1400.


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