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February 9, 2018

“This client is a good example of how one individual in CBIZ, because of a good relationship with a referral source, can make a difference and obtain a great client who is utilizing numerous services from a few different offices.” 

The new client Jason Vanden Bosch refers to is FZSonick, an Elgin, Illinois-based distributor of industrial batteries used by large telecommunications companies such as the wireless carriers.  The individual responsible for the new client opportunity is Don Reiser, Managing Director, CBIZ MHM New York. 

“FZSonick imports batteries from a manufacturer in Europe,” says Jason, Senior Managing Director, CBIZ MHM, Chicago.  “Don has a relationship with the company’s attorney in New York, who introduced us to the client.  Since FZSonick was just formed in late 2016, we were able to work with them since the inception of the U.S. company.” 

Because the entire management team for this company is in Switzerland, Jason says,
“communication can be difficult at times because of the language barrier and also the logistics.  We just had to plan conference calls and meetings around their schedules either in Europe or when they were traveling to the U.S.” 

CBIZ has completed tax compliance work and MHM has reviewed financial statements for FZSonick, and the client is considering having CBIZ perform a state nexus analysis and transfer pricing work. 

“Don’s relationship with the company’s attorney was instrumental in obtaining this work without the company going out for bid,” says Jason.  “Also, the breadth of services that CBIZ could provide, including the state tax nexus analysis and transfer pricing, was very appealing to the client.”




February 9, 2018
CBIZ keeps you up-to-date about tax reform changes.

On Jan 30th 2018, Bennett Berg, CPA, from Chicago office presented a webinar on "How the Real Estate Sector Can Prepare for Tax Reform Changes" with Larry Rosenblum, Bill Smith and Nate Smith.

Bennett is the Tax Practice Leader of Chicago office and has been a leader in both teaching and contributing tax solutions across all the firm's clients and offices. He is proficient in the structuring and planning of transactions for both significant real estate developers and for closely held businesses across a variety of industries.




January 31, 2018

CBIZ keeps you up-to-date about tax reform changes.

 

Vani Murthy, Tax Manager and Rich Scanland, Business Development Manager attended a panel discussion on “The Truth About Taxes” hosted by the City Club of Chicago on Jan. 31, 2018.




January 30, 2018

CBIZ keeps you up-to-date about tax reform changes.

 

Vani Murthy, Tax Manager, in the Chicago office attended a real estate CEO/Presidents Panel discussion hosted by the Kellogg School of Management and Guthrie Center for Real Estate Research where she networked with the panelists - C. Kevin Shannahan, CEO of Hines Midwest & Southeast Regions, Doug Kiersey, President of Dermody Properties, Mark Rose, CEO of Avison Young, and Laurie Price, CEO of CDI Construction. The event was moderated by Edgar Alvarado founder of EA Advisory LLC.




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