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February 8, 2017

It feels like the Holidays were just here, but we’re already in February. As with most people, we’re determined to make (and keep!) at least one New Years’ resolution – ours being blogging more frequently. We hope you enjoy hearing about what we’ll be up to this year, and learning more about our amazing team!


January went by quickly for us here at CBIZ. We ushered in the New Year with a busy schedule full of team activities, training, and other community events to help us set the tone for what’s sure to be a VERY busy tax season. Some of our January highlights...

Busy Season Kick-Off Meeting w/ our CEO Jerry Grisko

Each January, the Phoenix office comes together to prepare for the upcoming busy season and to review our plan for the coming months. We usually have snacks and swag to give away, but this year we had a special treat – a visit from our CEO, Jerry!

It was great to hear directly from our fearless leader, and to see what he has in store for CBIZ in 2017 and beyond. Special thanks to Jerry for making his way to Phoenix! 

Coyotes vs. Canucks with FEI

For those of you that enjoy hockey, you’ll like this one. We had the pleasure of hosting a mixer with FEI at a Coyotes vs. Canucks game, and we had a great time! Not only did the Coyotes win 3-0 (*proceeds to howl*) but we had a great time networking with 20+ local financial executives and their families.

 

CBIZ Super Bowl Potluck

During the week leading up to the Super Bowl, trash-talking was at an all-time high between our staunch Patriots fans and, well, everyone else. We figured there was no better way to gear up for the Super Bowl than to have a Super Bowl foods-inspired potluck. Who are we kidding - we'll use any excuse to have a team get together.

Even if some of our team wasn’t happy with the ultimate outcome, we can ALL agree that the Super Bowl has the best foods ever.


Stay tuned for more updates from the Phoenix office!




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.




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