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September 7, 2016

As Community Involvement Chair, Sadie Williams, audit associate at CBIZ MHM in Memphis, has been in charge of planning this year's Summer Days of Service. The initiative creates different volunteer events throughout the summer for our employees. "I think it's so important to step outside of the world you're in every day. It's easy to forget that you can make a difference right here in your own neighborhood. Through our community involvement events, I hope that people see just how important it is to step into another person's world, even if only for a minute. It's a really humbling experience," Williams said.

In July, 16 CBIZ MHM Memphis employees worked with Metropolitan Inter-Faith Association (MIFA) to deliver Meals on Wheels in Orange Mound. Meals on Wheels is a program that delivers meals to elderly people who are unable to prepare their own or do not have the means to provide for themselves. After the morning spent delivering food, the group stopped at a Memphis favorite, Belly Acres, to reflect on the hard day's work.

In August, CBIZ MHM Memphis teamed up with Girls Inc. of Memphis to assist with their youth farm for a day of hard labor. The Girls Inc. Youth Farm is a plot of land in Frayser where high school girls have the opportunity to learn responsibility and choose what crop they want to grow. The girls must keep up with the process for an entire year to grow the crop they have chosen and be in charge of selling it at different farmers markets around the city. The Memphis office donned sunscreen and hats to set out to help harvest the cherry tomatoes and eggplant during their time at the farm.

To learn more about community involvement at CBIZ MHM Memphis, please contact Sadie Williams at SJWilliams@cbiz.com.

 




August 17, 2016

The Memphis Business Journal announced the finalists for the 2016 Super Women in Business Awards. CBIZ MHM Memphis is honored to have sponsored these awards since their inception. The 25 finalists will be honored at the 2016 Super Women in Business Awards luncheon on September 9th at the Holiday Inn at the University of Memphis.

The program honors influential women in the city of Memphis in different industries who have displayed a great amount of leadership and who continuously strive for success in both business endeavors and community involvement.

The 25 Finalists include the following:

  • Melanie Berry- Vice President of Special Events, Varsity Spirit LLC
  • Toni Boland- NIKE
  • Emily Brackstone- Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
  • Roquita Coleman Williams= Manager, Canadian National (CN) Railway
  • Rebecca Conrad- Partner, ANF Architects
  • Sheila Jordan Cunningham- Executive Director, Blight Authority of Memphis
  • Angela Hall- Vice President, Radians, Inc.
  • Sue Harpole- ALSAC/St. Jude Children's Research Hospital
  • Susan Hunsberger- Chief Human Resources Officer, ServiceMaster
  • Cindy Klatt- Vice President, Strategic Client Relations, Kemmons Wilson Insurance Group
  • Susan Lattimore- Senior Manager, The Marston Group, PLC
  • Sherry McAlpin- Owner/President, Transportation Resources Inc.
  • Daphene McFerren- Director, The Benjamin L. Hooks Institute for Social Change at the University of Memphis
  • Susan Mealer- Owner/CEO, Answering Advantage, LLC.
  • Kate Oliver- Vice President, Customer Care and Administration, TruGreen
  • Kathryn Perry- Vice President, Raymond James
  • Jennie N. Robbins= Senior Director, Finance and Performance, Church Health Center
  • Jennifer Sims- CEO, Power & Telephone Supply Company
  • Annette Smith- Head of School, Hutchison School
  • Brenda Solomito=Basar- Solomito Land Planning
  • Susan Springfield- First Horizon National Corporation
  • Gretchen Stroud= Vice President, Global Learning & Talent
  • Dotty Summerfield- Owner, Summerfield Associates, Inc.
  • Elizabeth Tate- Chairman/CEO, Signet, Inc.
  • Karen Weddle-West, PhD- Provost, Chief Academic Officer, University of Memphis

If you would like further information regarding the involvement of CBIZ Women's Advantage in Memphis, please contact Linda Lauer at llauer@cbiz.com or 901.685.5575




August 15, 2016

The Social Committee for the Memphis Office planned a night out for some food, some drinks, some fun, and most importantly... some Billy Currington. On Friday, July 29th, all employees and their guests were invited to the concert, which was part of the Live at the Garden summer concert series.

Luckily, the rain cleared out, and our employees headed to the Memphis Botanic Gardens to prove that neither muddy conditions nor heat could defeat our ability to jam out to some country music.

Currington played all of his fan favorites, but the crowd pleaser seemed to be the cover of Uptown Funk that he performed in true Memphis fashion and had everyone on their feet. Between the barbecue, the music, the company, and the magically pleasant weather, the night was a great success.

Interested in working for our award-winning Memphis team? Visit our careers page.




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.



April 28, 2016

The Memphis office will host a full-day CFO & Controller Conference focused on the ever-changing role of The New CFO.

National speakers, economists, and advisors, along with a panel of local CFOs will share their insights into what the modern CFO should be prepared to face as the role of CFO attracts more business complexity.

The following topics & speakers will be featured in 50 minute sessions:

Executive Compensation in Privately-Held Companies: Best Practices in Today’s Competition
Hal Wallach – Director of Executive Compensation Consulting, CBIZ Human Capital Services

Trends in Cash Automation
Henry Siler – Senior Vice President, Bank of America Merrill Lynch

How to Positively Impact Business Outcomes Through Improved Employee Wellbeing
Emily Noll – National Director of Wellness, CBIZ MHM, LLC
Amy HowellCorporate Wellness Specialist, CBIZ Benefits & Insurance Services

Current Trends in Tax Planning
Lloyd Grissinger – Lead Managing Director & Tax Practice Leader, CBIZ MHM, LLC
Mark Baricos - Managing Director, CBIZ MHM, LLC

An Accountant, A Broker, and A Banker Discuss FASB’s New Leasing Standard 
Brad Hale – Managing Director, CBIZ MHM, LLC 
Kelly Truitt – Senior Vice President, CBRE 
Bruce Clark – Vice President, Bank of America Merrill Lynch

The program will close with a panel of local CFOs who have played a strategic role in the mergers and acquisitions process at their respective companies and throughout their career.  

The event will take place May 17th at The University of Memphis FedEx Institute of Technology.  Registration will begin with a breakfast at 7:30 a.m. and the event kicks off at 8:00 a.m., giving participants eligibility to earn a total of 7 CPE Credits throughout the full-day event.

For more information and to register:
https://cbizmhmcfoconference2016.eventbrite.com/

Can't attend the event?  Follow along with the conversation on Twitter using #CFOConf




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.




April 12, 2016
Lloyd Grissinger, Tax Practice Leader and Lead Managing Director for the Memphis office, was recently featured on the Stacking Benjamins podcast show on the ’Last Minute Tax Tips for Procrastinators and Super Savers’.

It's crunch time for last minute tax filings and Lloyd shares tips for all of those last minute procrastinators.  The conversation starts off by addressing penalties associated with not meeting the filing deadline and how to strategically file late to avoid the maximum penalties.

The five different tax tips outlined include:

  1. Tax Savings through IRA contributions
  2. Healthcare related deductions
  3. Job search expenses qualified as deductions
  4. Charitable contributions
  5. Unreimbursed business expenses

To listen to the full podcast on StackingBenjamins.com, click here!

If you have more questions regarding last minute tax-filing tips, contact Lloyd at lgrissinger@cbiz.com or 901-685-5575.




April 7, 2016

As part of an ongoing Executive Roundtable Series, CBIZ MHM Memphis hosted a breakfast seminar last week focused on International Tax.  This session covered an array of international tax topics including proposed government regulations, outbound planning (hybrids, treaties, etc.), and base erosion & profit sharing (BEPS) reports.

With a room full of tax executives eager to gain knowledge on international tax trends, Don Reiser, Managing Director for CBIZ & MHM’s National Tax Office, began discussing the proposed Section 367(d) regulations and the effective government concerns and definition of tangible/intangible property.  Furthermore, Don educated attendees on the evolving permanent establishment (PE) issues as well as hybrid entity structures and multiple examples of offshore IP transfers.

In closing, Josh Finfrock, Director of Transfer Pricing for the Memphis Office, reviewed the impact of BEPS final reports as well as transfer pricing documentation and country-by-country reporting (CBCR).  Josh outlined in detail BEPS Action 13, which presents a 3-step approach to transfer pricing compliance including: a master file, local file, and CBCR details.

To attend one of our future seminars, join our mailing list by clicking here.  For questions regarding the topics and/or your company's international operations or practices, please contact Josh Finfrock at jfinfrock@cbiz.com or 901-685-5575.




April 1, 2016

CBIZ & MHM Memphis
will host its annual full-day CFO & Controller Conference on Tuesday, May 17, 2016.  This year’s conference is focused on “The New CFO” and will highlight topics geared towards the ever-changing business role of the CFO.

The event will take place at the FedEx Institute of Technology on the University of Memphis campus.  The conference will qualify for 7 hours of CPE credit.  Pre-registration is required, and interested attendees can register now online.

The Honorable Jim Strickland, Mayor of Memphis, will provide the keynote address. Other topics will include:

  • Executive Compensation
  • Data Automation
  • Wellness Programs
  • Trends in Tax Planning
  • And much more…

The program will close with a panel of local CFOs who play a strategic role at their respective companies and throughout their career.

We are expecting a sold out event, so RSVP today by clicking here!

Stay tuned for future posts about our presenters and topics leading up to the event.




March 30, 2016
There has been a renewed interest in the distinction between employees and independent contractors.  Bryan Koch, Managing Director at CBIZ & MHM Memphis, wrote an article discussing how this renewed interest can be attributed to the Affordable Care Act, as many of the provisions associated with the law relate to the number of employees working at a company.

In a previous article, the tests used to differentiate between employees and independent contractors were discussed.  In this article, Bryan outlines four different fines and penalties that can be levied by the DOL if a worker is misclassified:

  1. Federal Income Tax
  2. Federal Insurance Contributions Act (FICA)
  3. Unemployment Tax
  4. Payroll Tax

Given the focus on this ACA-related topic, businesses should be aware of how they classify employees versus independent contractors.  In order to avoid penalties and fines, it is important to stay up to date with changes in the tax code— especially with the consultation of a tax professional.

For the full article on our CBIZ Insights & Resources, click here.

To discuss how these potential penalties for misclassification can affect your business, contact Bryan at 901.685.5575 or bkoch@cbiz.com.




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