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Bill Smith

Bill Smith
How to Monetize the Tax Changes in the CARES Act

June 11, 2020 By Bill Smith

How to Monetize the Tax Changes in the CARES Act

Among its many other disaster relief and support measures, the Coronavirus Aid, Relief, and Economic Security (CARES) Act made several beneficial income tax changes. The net effect of the tax law changes creates opportunities for income tax refunds and/or reduced income tax liabilities.

June 9, 2020 By Greg Callahan, Bill Smith, Dede Ferry, Corey Payne, Michael Garguilo

BIZGrowth Strategies: COVID-19 Special Edition

Our COVID-19 Special Edition of BIZGrowth Strategies offers valuable information on various business and personal topics to help you through COVID-19 and beyond. Articles include:
- How to Monetize the Tax Changes in the CARES Act
- 5 Business Continuity Lessons Learned from COVID-19
- Benefit Plan Cost-Savings Strategies Beyond COVID-19
- Creating Personal Financial Opportunity in a Downturn
- Engaging Remote Employees During COVID-19 & Beyond

Opportunity (Zones) Unlocked

May 13, 2019 By Bill Smith

Opportunity (Zones) Unlocked

The highly-anticipated second round of IRS guidance concerning tax benefits under the new Qualified Opportunity Zone (QOZ) program was published April 17.

June 3, 2014 By Daisy Herndon, Karen McLeese, Bill Smith, Phyllis Hoff

Report Overload! Are You Meeting Your Requirements?

A "CBIZ Employee Services Webinar Series 2014" program...

During this session, we will review reporting requirements for 2014, as well as what’s in store for 2015. New Affordable Care Act Shared Responsibility reporting requirements on Forms 1094-C and 1095-C, Patient Centered Outcome Research (PCOR) fee reporting on Form 720, Form M-1, Form 5500 and others will be addressed. Help ensure you are meeting your obligations in this area by attending this information-packed program.

Your Hosts:
Karen McLeese
, VP of Regulatory Affairs
CBIZ Benefits & Insurance Services, Inc.

Daisy Herndon, Regulatory and Compliance Manager
CBIZ Payroll, Inc.

Bill Smith, Managing Director
CBIZ National Tax Office

Phyllis Hoff
, Managing Director

Who Should Attend:

Human resources directors or anyone else responsible for HR compliance, chief operating officers and chief financial officers

CE Credit:
This program has been approved for 1.5 HR (General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute (HRCI). The program ID number verifying completion of the webinar will be emailed after the session (please allow several days). NOTE: To ensure we can track your attendance so you receive the program ID, please register using your email address and sign in using that address on the day of the webinar. (If you are in a conference room and/or otherwise use someone else's sign-on information, your attendance will not be recorded and the program ID cannot be issued.) YOU MUST ATTEND THE WEBINAR FOR THE FULL 1.5 HOURS TO RECEIVE THE PROGRAM ID.  For more information about certification or recertification, please visit HRCI at www.hrci.org.

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