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December 15, 2015

Paul Dunham, Tax Managing Director for the Tampa Bay office, published an article, Tax Strategies Unaffected by Extenders, in the November 2015 issue of CPA Magazine. In the article, Paul provides insight into year-end tax strategy discussions with clients.

At the top of every year-end planning list is the status of the “extenders”.  Many of these provisions will likely be reinstated at the last minute as did indeed happen last year. “The purpose of this article is to not address the status of the “extenders,” but rather discuss other year-end tax strategies that are generally effective without regard to the status of the extenders,” Paul shared. His article discusses a list of such strategies.

“While waiting for legislative action regarding the extenders, there are still many tax planning ideas/strategies that should be discussed with clients before year end,” Paul concludes.

For questions regarding tax strategies and the status of extenders, please contact Paul Dunham at pdunham@cbiz.com or 727.572.1400. To view the full CPA Magazine article, click here.



December 8, 2015

CBIZ MHM Tampa Bay hosted the annual year end CPE breakfast last week at Feather Sound Country Club. The seminar kicked off with Tampa Bay Managing Director Paul Dunham’s presentation on federal tax updates. Paul has more than 25 years of experience in public accounting and serves both public and privately held companies on a wide range of strategic tax issues.

Eric Brust, CEO of Matthews Benefit Group, and Derek Johnson, Account Executive with Transamerica Financial Advisors, followed Paul’s presentation with an informational session on how businesses can utilize tax advantaged plans and reduce fiduciary risk. Eric has more than 10 years of experience consulting with public, private and not for profit employers on pension, post-retirement medical/life and other employee benefits issues. Derek has more than 16 years of experience with Transamerica helping individuals, families and businesses succeed through the balance of innovation, education and action.

Wrapping up the breakfast was Yong-Gon Chon, CEO of Cyber Risk Management, who discussed the security threats facing U.S. businesses today. Yong-Gon reviewed significant trends in supply chain threats, current breach data, and strategic solutions and countermeasures to stop cybercriminals, including insider threats. Yong-Gon has more than 20 years of experience building and leading global security teams and is responsible for all aspects of business rhythm.

For more information on our Year end CPE event, contact Paul Dunham at 727.572.1400 or pdunham@cbiz.com.





November 4, 2015
Three CBIZ MHM Tampa Bay experts spoke at the 2015 USF Accounting Conference last week. The 2-day conference included presentations on a variety of accounting topics, including economic updates, auditing cyber security, identity theft, affordable care act, and retirement planning.

Brad Hale, Managing Director, presented on revenue recognition, walking attendees through a practical approach to adoption of the new revenue recognition standard including a high-level overview of the technical guidance and the most recent discussions of the Transition Resource Group.



Paul Dunham
, Managing Director, presented a federal tax update where he reviewed fiscal year 2016 budget proposals, the 2015 transportation act, tax rates and general planning, and status of extenders.




Dave Enick
, Managing Director, presented on accounting for M&A, which covered pre- and post-transaction accounting considerations related to M&A activity, from consideration of historical accounting policies and procedures to the technical nuances associated with business combinations and changing capital structures.

For more coverage of the event, search #ficpaUSFAC on Twitter.




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