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Local Office Blogs

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April 21, 2016

Over the next few months, the Memphis Office is focusing on different specialties and services by featuring a Q & A with one of our local experts each month.

Sonya Daniels serves as a Manager and leads the State and Local Tax practice for CBIZ & MHM Memphis.  Sonya has more than twenty years of experience in state and local tax and has extensive knowledge of multi-state sales/use tax.  In addition to time spent at a Fortune 500 company, Sonya spent six years as a Tennessee Auditor where she conducted sales and use tax audits as well as franchise/excise tax audits, liquor by the drink audits, and business tax audits.

Sonya  answers important questions like “What questions should you ask your tax consultant?”  The conversation continues with Sonya discussing the common issues she finds, steps she takes to educate her clients, and why it’s important to research a state’s laws before starting new operations in areas of unfamiliar governing.

More resources featured on Sonya’s Conversation page include previously featured articles, a Sales Tax Compliance Flysheet, and information on how to get on our event email list.

Read the full conversation by clicking here.




March 4, 2016

Over the next six months, the Memphis office is focusing on different specialties and services by featuring a Q & A with one of our local experts each month.

Josh Finfrock serves as a Director and leads the transfer pricing practice for CBIZ & MHM Memphis.  Josh has significant experience providing guidance on the development of internal transfer pricing policies and on the development of planning and documentation strategies for multinational clients operating in various countries worldwide.

Not only does this series allow you to get to know Josh on a more personal level, but he also answers important questions like “What should be in consideration as you're doing business internationally?”  The conversation continues with Josh discussing the common issues he finds, consequences of companies not in compliance, and why it’s important for transfer pricing to be controlled and monitored.

More resources featured on Josh’s Conversation page include previously featured articles, a BizTip Transfer Pricing video, and information on the latest CBIZ MHM Executive Roundtable Series.

Read the full conversation by clicking here.




February 10, 2016

The Memphis office is focusing on different specialties and services by featuring a Q & A with one of our local experts each month.

Linda Lauer serves as Lead Managing Director and Co-Attest Practice Leader and leads the employee benefit plan (EBP) audit practice in Memphis.  With more than 25 years of experience in accounting and employee benefit administration, Linda has become a well-known source of EBP knowledge in the Memphis area.

Not only does this series allow you to get to know Linda on a more personal level, but Linda also answers important questions like “What should you ask your benefit plan auditor?”  The conversation continues with Linda discussing the uniqueness of EBP audits, common issues found during EBP audits, and how companies should comply with ERISA.

More resources featured on Linda’s Conversation page include previously featured articles, an EBP audit whitepaper, and information on the audit quality study that was just released by the Department of Labor.

Read the full conversation by clicking here.




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