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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.



March 25, 2016
The Memphis Business Journal’s Table of Experts discussion for March 2016 focused on Tax & Investments. Eustis Corrigan, Senior Managing Director for the Memphis Office of CBIZ & MHM served as the tax panelist.  Other panelists included Becky Bridgmon of Morgan Stanley and Staci Jackson of Paragon Bank.

Moderated by Bryce Corporation’s CFO Ramon Marus, the discussion started off with a reference to the ‘year of uncertainty’ in 2016.  Eustis shared how businesses are strengthening their balance sheets and making wise investments in the midst of an ‘uncertain year’ with a potential recession ahead.  When asked about changes in the tax law that could affect businesses this year, Eustis mentioned the PATH Act, R&D tax credit, Section 179 deduction, and charitable distribution change with IRAs.

Specifically referencing the R&D tax credit, Corrigan stated “In a year of uncertainty, we have more certainty long term because many tax credits are now permanent.  It used to be that the credit would get close to expiring each year and taxpayers and accounting firms would be on pins and needles waiting for Congress to extend it. Now it’s permanent.”

In further discussion, Eustis shared how current tax laws are affecting them, the tax advantages of 401k participation, and the importance of strategy in tax planning.

To read the full discussion from the experts, click here.

If you have any further questions for Eustis Corrigan, contact him at 901.685.5575 or ecorrigan@cbiz.com.




October 8, 2015

Megan Murdock, Marketing Manager for the Memphis and Tampa Bay offices, has been named to the 2015 class of Memphis Business Journal’s Top 40 Under 40, a list of young professionals who have proven records of accomplishments, having made a difference both with their careers and their community.

Eustis Corrigan, Senior Managing Director, commented “Megan clearly has a track record of accomplishments. Her passions have no boundaries, and she successfully juggles her career and personal interests. It is an honor to have this rising star both at CBIZ MHM and as part of the Memphis community.”

With more than 10 years of experience in professional services marketing, Megan manages the organic growth and branding programs for the Memphis and Tampa Bay practices. She works closely with the Managing Directors to generate opportunities, manage relationships, and track growth for services and industries, including manufacturing, distribution/logistics, real estate, not-for-profit, and construction.

Memphis Business Journal’s annual Top 40 Under 40 awards event will be held at noon on Friday, November 13th at Hilton of Memphis.

To see the full list and more details about the awards, visit the MBJ press release here.




September 25, 2015

Featured in The Memphis Daily News, Senior Managing Director Eustis Corrigan explains why he is passionate about his [now] home of Memphis, TN.

The “I Choose Memphis” special feature on the Daily News website spotlights Memphians who are passionate about calling this community home.  Profiles are provided by a local non-profit, leadership development organization called the New Memphis Institute.

Corrigan, a Louisiana native, talks about some of his personal favorites in Memphis as well as his first memory of the Bluff City.

Eustis has more than 25 years of comprehensive tax, accounting, and strategic business consulting experience, the majority of which he served as a tax services partner with an international accounting firm. Prior to joining CBIZ, Eustis was a tax partner with a Top 50 accounting firm, where he held a leadership role for all tax services. His career also includes serving as the Chief Financial Officer for a publicly-traded, Southeast-based regional bank holding company.

For more information on Eustis Corrigan,
view his bio on our website.  To view the full Memphis Daily News feature, click the button below.


 




August 27, 2015

Moira House, Director of Operations for the Memphis office, has been named a finalist for Human Resource Practitioner of the Year.  Sponsored by the Memphis Chapter of the Society for Human Resource Management (SHRM), this award is given to an individual that has demonstrated significant impact to the Human Resource function- specifically recognizing examples of strategy implementation that have directly contributed to firm achievements, innovation and unique approaches to addressing key business issues, and quantifiable contributions to overall business strategy.

Eustis Corrigan, Senior Managing Director, commented "Moira has brought a more intensified focus to our office on diversity and other human resources issues. She is clearly an expert in her field and has a great way of communicating with others. Her creative thinking in terms of performance management and goal-setting has set a new gold standard for our office that other practices within the firm are following."

In her role for the Memphis Office, Moira partners with key practice leaders to increase growth, profitability, efficiency and effectiveness. Further, she adds strength to our risk management focus to ensure an effective plan is in place to mitigate all areas of possible risk to our employees, business information, physical assets and finances. Moira oversees Human Resources as well as direct the workflow of administrative services to our internal and external clients.

To attend the HR Excellence Awards on September 9, visit the SHRM website for more details.



August 20, 2015

You Know We Train. You Know We Tough. Bow Up.

The Memphis Kroc Center’s Challenge Center served as the perfect spot for our bi-annual office meeting.  To kick off the meeting, all of our employees met in the facility’s Grand Hall for a presentation from our Senior Managing Director, Eustis Corrigan, and other committee representatives. Our staff had the opportunity to welcome new employees, congratulate promoted individuals, discuss internal activities, and hear some motivating words.  Also, our Community Involvement had a special announcement.

After ending the meeting portion, it was time to solve some puzzles.  The energetic coaches from the Kroc Center had quite the experience planned.  We separated into eleven teams and focused on creating team names, chants, and an intro video.  Then, we joined together as one large group for some loud, boisterous fun to get everyone ready to go for the team challenge activities.

After shouting chants in the arena, we split into teams for the individual challenges.  We participated in various team building activities that strengthened our abilities to communicate effectively, actively listen, collaborate with diverse minds, and build trust among our peers.  We were able to utilize our critical thinking skills to solve puzzles, strategically maneuver objects, and resolve scenarios in hopes of becoming the winning team.

July's Office Meeting was a memorable experience that provided our staff a unique way to come together for office updates, community involvement, and team building activities.  We thank the Kroc Center staff for providing an energetic atmosphere for stepping out of our comfort zones.





April 21, 2015

Eustis Corrigan, Senior Managing Director of the Memphis officeparticipated in a Thomson Reuter's tax chat on Twitter. Using the hashtag (#ReutersTax), Eustis and several other "taxperts" across the U.S. answered questions in 140 characters or less.

The following questions were asked by various followers and answered by Eustis (EC):

  1. What are some common tax mistakes?
    • EC: Common mistakes include bad math and misspelled names; misclassification of dividend income as well
  2. Can you explain the tax impact on pre-tax contribution to 401(k) vs after-tax contribution?
    • EC: A pre-tax contribution is not subject to federal income tax and reduces AGI for c/y; tax is deferred until withdrawal is made
  3. What’s your advice to folks who don’t have the cash to pay their taxes?
  4. Is there any way for a grandparent to get a Federal tax break while contributing to their grandchildren's education? [Follow-up: What about 529s from grandparents? Tax impact vs. savings mechanism]
    • EC: A direct payment of tuition is not subject to gift tax; no other tax break
    • EC: The earnings of a 529 plan are tax free IF used for qual education expenses
  5. What will happen if I don’t file my taxes?
    • EC: If you don't file your taxes you will likely receive notices or a visit from your friendly IRS agent!
  6. How do I file for an extension? (And what are the penalties?)
    • EC: File form 4868; if you owe with your extension avoid penalties by paying all taxes owed by the original due date
  7. Should I pay for my taxes with a credit card?
    • EC: Pay taxes with a CC only as a last resort; it is always an economic analysis that should include interest/fees
    • EC: If you have a good relationship with a banker try that route first; interest rate and terms might be better
  8. What’s the craziest tax deduction you've ever heard of?
    • EC: Great question! Deducting the cost of a Mardi Gras ball costume and dues
    • EC: Also cost of cat food at a salvage yard; cats kept snakes and rats off property!
  9. How can we report dividend income from schedule K if the schedule is not available at the time?
    • EC: You may need to file an extension until you get the Schedule K-1
    • EC: The IRS matches K-1s so in order to avoid notices be safe and extend
  10. Should a loan modification be treated as a cancellation of debt?
    • EC: It depend if the modified terms result in a significant modification under IRC sec. 1001; consult tax advisor
  11. What’s the best way to avoid an audit?
    • EC: Sometimes an audit is unavoidable due to random selection; stay honest/keep good records/use a specialist
  12. I got a refund! Should I use it to pay down debt or invest it? Any other tips?
    • EC: Pay your CPA if you used one! Fund an emergency account first then pay down debt.

To view the full conversation click here or search for #ReutersTax on Twitter. If you have further questions regarding any of the above, please contact Eustis Corrigan at ecorrigan@cbiz.com or 901.685.5575. You can also follow Eustis on Twitter @eustiscorrigan for more tax insights.




October 21, 2014

The Tangible Property Regulations are the most dramatic changes in tax law to affect businesses since the overhaul of the Internal Revenue Code in 1986. The IRS has recently finalized procedures for how to implement these extensive changes, some of which are tax-payer friendly and available for a limited time only.

Eustis Corrigan covers some of the recent updates associated with these regulations. Learn more about important guidance that can help you when it comes to your year-end tax planning and preparations in the latest CBIZ BizTip video:




June 10, 2014

The Memphis office of CBIZ MHM hosted our bi-annual CFO Conference on Tuesday, June 3 at the FedEx Institute of Technology on the University of Memphis campus.

We have hosted these half-day conferences since the Fall of 2012 in hopes to both further the professional education of CPAs as well as to offer thought leadership to the financial leaders in the Memphis community.

Tuesday's event focused on the CFO's role in mergers and acquisitions.

"The interest of the Memphis financial community is of the greatest importance to us as we plan for our future CFO Conferences. We noted the high-level of concentration surrounding the M&A process in our past evaluations, particularly in the role of the chief financial officer," comments Megan Murdock, Practice Development Manager.

As a result, the event highlighted the M&A transaction process with presentations from Atlanta-based Doug Hubert of De NES Partners, LLC, Tampa-based Dave Enick of CBIZ MHM, and our own Steve Dunavant, Managing Director.

The program closed with a panel of local CFOs including Steve Martin of TruckPro, David Dunavant of Monogram Food Solutions, and Joe Lyons of Barr Brands International. This session was moderated by Eustis Corrigan, Senior Managing Director of CBIZ MHM Memphis.

Perhaps he said it best in his closing remarks, "I think the key takeaway we can share with our respective organizations is that the CFO is a trusted advisor on both sides of the deal."

We are already planning for the next CFO Conference to take place on November 11th. For more information regarding this conference as well as our past conferences, follow @CBIZCFOConf on Twitter and use #CFOConf.




January 30, 2014

Over 100 employees attended our semi-annual office meeting at the Racquet Club of Memphis. CBIZ guests including Jerry Grisko, CBIZ President/Chief Operating Officer, Bill Tapp, Senior Managing Director in the Tampa Bay office of CBIZ MHM, and Ken Rideout, CBIZ President of Employee Services Tennessee, gave presentations reflecting the national, regional and local perspectives of CBIZ.

These perspectives served to inform Memphis employees of where the company has been and where it is headed. Steve Dunavant kicked off the meeting with 2013 metrics and then steered the conversation into office plans for 2014 - the firm's third year with the national accounting services provider. Representatives from different service lines also gave short presentations reflecting on 2013 results and announcing 2014 goals and initiatives. Eustis Corrigan, a New Orleans native, gave the closing remarks to the firm, and he certainly kicked it up a notch by bringing in personalized CBIZ MHM tabasco bottles for the staff. The takeaway: CBIZ MHM is 'Spicing it up' in 2014!        




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