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September 30, 2016

CBIZ MHM Memphis would like to congratulate the 2016 Memphis Business Journal CFO of the year finalists! The nominees will be honored at an awards breakfast at the University of Memphis Holiday Inn on Friday, October 21st. The Memphis office has sponsored these awards since their inception in 2010.

The Memphis Business Journal has divided the finalists into the following categories:

Private Company (Less than $50 million annual revenue):

  • Michael Johnson, executive vice president, ALCO Management, Inc.
  • David Selberg, CFO, Poag Shopping Centers
  • Margie McClung, CFO, Shoemaker Financial

Private Company (More than $50 million annual revenue):

  • Alan Waxler, CFO, Centro Inc.
  • Robert McIntire, CFO, Creative Co-Op
  • Carolyn Stafford, CFO, NovaCopy, Inc.

Nonprofit Company (Less than $20 million annual revenue):

  • Monica Morgan, CFO, Common Table Health Alliance
  • Bob Wenner, CFO, The Wolf River Conservancy
  • Doug McDonald, CFO, Mid-South Food Bank
  • Donald Selheimer, CFO, The Village at Germantown

Nonprofit Company (More than $20 million annual revenue):

  • Leanne Smith, vice president of Financial Services, Baptist College of Health Sciences
  • Paul Makris, CFO, Christ Community Health Services
  • Dawn Wade, CFO, Trezevant Manor

CBIZ MHM Memphis would like to congratulate all of the finalists on their nominations. For more coverage on the 2016 CFO of the Year event, search #MBJCFO on Twitter.




September 28, 2016

What does one give a woman that has exceled in both her personal and professional endeavors and become a role model for other businesswomen in Memphis? A pink Super Woman cape of course.

On Friday, September 9th, the Memphis Business Journal hosted the 5th annual Super Women in Business awards luncheon at the University of Memphis Holiday Inn. CBIZ MHM Memphis is proud to have been a sponsor of the awards since their inception.

The nearly 400 attendees in the audience watched as each 2016 Super Woman Award recipient received their pink cape, plaque, and said a few words about the people in their life that inspire them. Each woman was given the task of saying 5 people who inspired them. If they said more than 5, they were asked to donate an article of clothing for each following person named. The clothing was then donated to DeNeuville Learning Center, which provides educational programs and support to adult female students with limited resources.

This year's awards program also included a new aspect to the program: 5 Women to Watch selected by the Memphis Business Journal Editorial Board. The 2016 Women to Watch are:

  • Jen Andrews, Shelby Farms Conservancy Park
  • Elizabeth Cawein, Signal Flow PR
  • Brit Fitzpatrick, MentorMe and Geeked Memphis
  • Tami Sawyer, Teach for America
  • Holly Whitfield, I love Memphis/MCVB

CBIZ MHM Memphis would like to congratulate the 2016 Class of Super Women in Business and the 5 Women to Watch on their incredible achievements in the Memphis professional community.

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.

 




July 14, 2016

The Memphis Business Journal is now accepting nominations for the 7th annual CFO of the Year Awards. CBIZ MHM is proud to have been a sponsor of these awards since their inception.

Nominees must be a Chief Financial Officer or hold an equivalent position at a local company or organization that has headquarters in the Memphis or Mid-South Area.

  

Award categories include the following: 

Private Company
Public Company
Nonprofit Organization
Lifetime Achievement Award


The candidates will be judged based on their performance during the fiscal or calendar year between January 2014 and June 2015. The criteria will also include Financial Management, Company Leadership, Strategic Thinking, and Contributions outside the Company.

Nominations are now open until August 22, and the awards breakfast program is October 21 at the Holiday Inn at the University of Memphis.  

 Fill out your nomination form here.




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 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.




January 20, 2016
Linda Lauer, Co-Attest Practice Leader and Lead Managing Director for the Memphis Office, was recently featured in a Q & A article with the Memphis Business Journal.  In the article, Linda provides valuable insight in regards to the recent employee benefit audit study performed by the Department of Labor (DOL).

Linda covers what companies should expect with these new findings, how employee benefit plan audits differ than typical financial audits, and what could happen if your firm is not in compliance.

"While it seems simple, the number-one thing companies should look for in their CPA firm is the experience the auditor has specifically with benefit plans,” Lauer stated. “The DOL study clearly substantiates that the more plans a firm audits, the fewer deficiencies are found.”

For questions regarding the study and/or the impact on your company, please contact Linda Lauer at llauer@cbiz.com or 901-685-5575.  To view the full Q & A with Linda, click the button below.





November 4, 2015

The sixth annual CFO of the Year Awards were held at the Holiday Inn at the University of Memphis on October 29th.  These awards recognize outstanding financial professionals in the Mid-South for exceptional performance in their roles as corporate financial stewards.

The event kicked off with a packed breakfast to honor all the finalists for the various categories.  Winners in each category were chosen from an independent panel of judges.  The winners in their respective categories are as follows:

  • Private Company Less Than $50 Million Annual Revenue:
    • Marcus Mobley, J. Strickland & Co.
  • Private Company More Than $50 Million Annual Revenue:
    • Jim McMahon, American Residential Services
  • Nonprofit Company Less Than $25 Million Annual Revenue:
    • Cecil McGee, Metropolitan Inter-Faith Association (MIFA)
  • Nonprofit Company More Than $25 Million Annual Revenue:
    • Mike Swift, Shelby County

Alan Graf, CEO of FedEx, was also honored with the Lifetime Achievement award for his service within the financial sector.

CBIZ MHM has been proud to sponsor these awards since their inception in 2010.

To see a full list of the finalists, click here.




October 15, 2015

Featured for her expertise in State and Local Taxes, Sonya Daniels is making a big impact by providing insight to multiple national resources.

Sonya has been featured in both local and national news on web and print resources.  In the Memphis Business Journal, Sonya offered insight into Tennessee's tax-free weekend-- explaining what exemptions exist and why some items do not qualify for exemption.  Sonya was also referenced in the Chicago Tribune as it relates to the pros and cons of Illinois skipping back-to-school sales tax holidays.  Lastly, Sonya provided her insight on the topic for an article published by AccountingToday.  She spoke on the diverse specifics that exist on tax returns for states as well as the various reporting rules that are ambiguous from state to state.

More recently, Sonya authored a national blog post where she outlined tips on reporting for sales tax holidays and how important it is to remain compliant with state tax collectors.  Lastly, Sonya was quoted in the Tip of the Day published by Manta Media Inc.  Giving advice on tax-audit options to small business owners, Sonya explains why finding financing options through banks might be better than paying the high rates of tax authorities.

Too see previous blog posts referencing Sonya, click here.  For questions related to sales and use tax, contact Sonya Daniels at sdaniels@cbiz.com or 901-685-5575.




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 29, 2015

CBIZ & MHM Memphis is thrilled to announce our selection as one of the Memphis Business Journal’s Best Places to Work. The Best Places to Work is a list of the top workplaces in the Memphis metro area, which is determined solely on employee feedback.

The employee survey is conducted by Quantum Workplace, a national research firm.  We are honored to have been selected as a finalist, particularly as the judges were our employees!

As part of this year's nomination process and employee engagement surveys, CBIZ & MHM Memphis was named a finalist in the category for mid-size companies.  Official winner will be announced in a Best Places to Work special section in the October 30, 2015 print edition of the Memphis Business Journal.

To see the official announcement from the Memphis Business Journal, click here.  Interested in working for us?  To explore career opportunities at CBIZ, visit: www.cbiz.jobs




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