Advisory Insights

Gain strategic insights to tackle business challenges and uncover new opportunities. CBIZ provides analysis and guidance to support informed decision-making, manage risk, and drive long-term growth.

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Article

Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
August 29, 2023
Marital or Separate Property? A Massachusetts Case Study
  • Advisory
August 29, 2023
Marital or Separate Property? A Massachusetts Case Study

The engagement of a financial expert from the outset of a divorce case can mean the difference between outcomes at trial.

  • Advisory
Article
August 29, 2023
What is Reasonable Compensation?
  • Advisory
August 29, 2023
What is Reasonable Compensation?

When quantifying an owner’s compensation, all of their specific facts and circumstances, as well as the appropriate guidelines and resources, should be considered, reviewed, and understood before a fair selection is made.

  • Advisory
Article
August 29, 2023
Biases in Behavioral Finance – How Emotions Can Impact Divorce Proceedings
  • Advisory
August 29, 2023
Biases in Behavioral Finance – How Emotions Can Impact Divorce Proceedings

Understanding how emotions tie into finances, and the divorce process is integral to providing value to clients.

  • Advisory
Article
August 25, 2023
Business Continuity for Manufacturers and Distributors
  • Advisory
August 25, 2023
Business Continuity for Manufacturers and Distributors

Operational disruptions have a variety of causes, and putting off planning comes with risk. Having a business continuity plan is more important than ever.

  • Advisory
Article
August 22, 2023
Construction Labor Shortages: Investing in Resources to Bring Workers Back
  • Construction
  • Advisory
August 22, 2023
Construction Labor Shortages: Investing in Resources to Bring Workers Back

The persistent shortage of skilled construction labor will not solve itself.

  • Construction
  • Advisory
Article
July 25, 2023
Mastering Form 990: Unraveling the Complexities of Nonprofit Fundraising
  • Not-for-Profit & Education
  • Advisory
July 25, 2023
Mastering Form 990: Unraveling the Complexities of Nonprofit Fundraising

In nonprofit fundraising, distinguishing between various sources of revenue can be challenging, especially considering the IRS’s nuanced definitions.

  • Not-for-Profit & Education
  • Advisory
Article
July 24, 2023
Red Flags: Are You Paying Attention?
  • Advisory
July 24, 2023
Red Flags: Are You Paying Attention?

No matter your organization’s size, all companies are obligated to safeguard their assets and should not take fraud for granted and believe they will not be a victim.

  • Advisory
Article
July 24, 2023
Guiding Tenets of an IT Due Diligence Playbook
  • Forensic Consulting & Litigation, Technology
July 24, 2023
Guiding Tenets of an IT Due Diligence Playbook

The professionals are CBIZ Technology have significant experience advising mid-market buyers on IT acquisition strategies, due diligences, and post-integration value creation.

  • Forensic Consulting & Litigation, Technology
Article
June 27, 2023
Frequently Asked Questions: Cybersecurity & Digital Forensics
  • Forensic Consulting & Litigation, Technology
June 27, 2023
Frequently Asked Questions: Cybersecurity & Digital Forensics

Check out these frequently asked questions about cybersecurity. Get insights into digital forensics, cyber threats, multifactor authentication, ways to prevent and combat ransomware, phishing, and more.

  • Forensic Consulting & Litigation, Technology
Article
June 26, 2023
Owners’ Compensation: Why Valuation Experts are Nosy about this Number
  • Advisory
June 26, 2023
Owners’ Compensation: Why Valuation Experts are Nosy about this Number

Adjustments related to owners’ compensation often play a significant role in determining an appropriate value for ownership interests in privately held companies.

  • Advisory
Article
June 20, 2023
Save Resources While Implementing the New Lease Standard: ASC 842’s Practical Expedient
  • Not-for-Profit & Education
  • Advisory
June 20, 2023
Save Resources While Implementing the New Lease Standard: ASC 842’s Practical Expedient

Many nonprofits are working to implement the new lease standard for their 2023 fiscal year-end financial statements.

  • Not-for-Profit & Education
  • Advisory
Article
June 07, 2023
Proposed Amendments to the Custody Rule – Safeguarding Rule
  • Alternative Investments
  • Investment Advisory
June 07, 2023
Proposed Amendments to the Custody Rule – Safeguarding Rule

The SEC’s efforts to increase the safeguarding and protection of client assets through proposed Rule 223-1 will have a significant impact on the investment management industry at large and key gatekeepers.

  • Alternative Investments
  • Investment Advisory
Article
June 07, 2023
SEC’s 2023 Exam Priorities: Registered Investment Advisers Take Center Stage
  • Alternative Investments
  • Audit & Assurance, Investment Advisory
June 07, 2023
SEC’s 2023 Exam Priorities: Registered Investment Advisers Take Center Stage

The SEC is making a concerted effort to increase the transparency of its examination programs.

  • Alternative Investments
  • Audit & Assurance, Investment Advisory
Article
May 31, 2023
California Extends PTE Tax Payments for Winter Storm Victims; Non-Residents Entities Still Need to Pay by June 15
  • Advisory
May 31, 2023
California Extends PTE Tax Payments for Winter Storm Victims; Non-Residents Entities Still Need to Pay by June 15

Due to the severe winter storms that have affected California, the state has extended the deadline to pay the first installment of the pass-through entity tax to October 16th, 2023, for California resident taxpayers.

  • Advisory
Article
May 24, 2023
Do Your Due Diligence: A New York Case Study
  • Advisory
May 24, 2023
Do Your Due Diligence: A New York Case Study

Due diligence during divorce proceedings is essential in ensuring assets, and their respective values, are properly disclosed with supporting documentation.

  • Advisory