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Article

Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
May 25, 2022
Move on UP: States Employ Third Parties to Increase Unclaimed Property Audits
  • Advisory
May 25, 2022
Move on UP: States Employ Third Parties to Increase Unclaimed Property Audits

Due to the high rate of non-compliance associated with unclaimed property and the amount of money involved, states and the third-party auditing firms will continue to aggressively pursue UP audits.

  • Advisory
Article
May 23, 2022
Valuing Ownership Interests in Companies with Complex Capital Structures
  • Advisory
May 23, 2022
Valuing Ownership Interests in Companies with Complex Capital Structures

The terms of equity preferences can vary widely from company to company, but the presence of multiple classes of equity in a company creates a complex capital structure that adds another step to the valuation process.

  • Advisory
Article
April 25, 2022
The IRA Maximization Approach
  • Advisory
April 25, 2022
The IRA Maximization Approach

With this IRA maximization strategy, you purchase a life insurance policy and use after-tax distributions from your IRA to pay the premiums.

  • Advisory
Article
April 20, 2022
What Changes to the Lease Accounting Standards Means for Business Valuation
  • Advisory
April 20, 2022
What Changes to the Lease Accounting Standards Means for Business Valuation

Because the treatment of operating leases can influence the calculation of cash flows, discount rates, and valuation multiples, appropriate consideration and adjustments to the calculations should be taken to ensure the valuation conclusion does not differ based on accounting treatment.

  • Advisory
Article
April 20, 2022
Yours, Mine and Ours – Applicable Asset Tracing Methods in a Divorce Matter
  • Advisory
April 20, 2022
Yours, Mine and Ours – Applicable Asset Tracing Methods in a Divorce Matter

Ideally, property owned before marriage and gifts/inheritances received during the marriage should be kept in separate accounts.

  • Advisory
Article
March 15, 2022
Workers’ Compensation Trends to Watch in 2025
  • Advisory
March 15, 2022
Workers’ Compensation Trends to Watch in 2025

Dive into the evolving landscape of workers’ compensation in 2024 and explore key trends and get tips to safeguard your business.

  • Advisory
Article
February 25, 2022
Detecting Financial Statement Fraud Schemes for the Amateur
  • Advisory
February 25, 2022
Detecting Financial Statement Fraud Schemes for the Amateur

Executives at all levels should be aware of earnings manipulation in their own organizations, as should people who make direct investments in common stock.

  • Advisory
Article
February 23, 2022
Why Companies Need a Plan to Prevent Fraud
  • Professional Services
  • Advisory
February 23, 2022
Why Companies Need a Plan to Prevent Fraud

With the rise in fraud cases affecting all types of organizations, companies must be as proactive as possible to minimize their risk.

  • Professional Services
  • Advisory
Article
February 03, 2022
How to Move to Zero-Trust Security in 9 Steps
  • Advisory, Technology
February 03, 2022
How to Move to Zero-Trust Security in 9 Steps

Since the start of the COVID-19 pandemic, as more organizations shifted to remote work, their VPN implementations have become a popular target for hackers.

  • Advisory, Technology
Article
February 01, 2022
16 Tips for Sales and Use Tax Audits – CBIZ
  • Advisory
February 01, 2022
16 Tips for Sales and Use Tax Audits – CBIZ

With all the changes to the Payback Protection Program and the latest PPP2 loan, people have questions. Get your answers about the PPP & PPP2 loans here.

  • Advisory
Article
January 27, 2022
Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment
  • Advisory
January 27, 2022
Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

Letter 6419 and Letter 6475 from the IRS should be retained by taxpayers and provided for tax return preparation.

  • Advisory
Article
January 26, 2022
The Importance of the Valuation Date… How It Is Like Predicting the NFL Champion
  • Advisory
January 26, 2022
The Importance of the Valuation Date… How It Is Like Predicting the NFL Champion

Understanding this concept at the outset of a valuation can make the process and, ultimately, the concluded value, easier to understand and appreciate.

  • Advisory
Article
January 26, 2022
An Effective Fraud Policy Can Reduce Corporate Embezzlement
  • Professional Services
  • Advisory
January 26, 2022
An Effective Fraud Policy Can Reduce Corporate Embezzlement

National statistics and our own firsthand experience indicate that internal fraud and employee embezzlement are not going away anytime soon. So what’s the easiest step that a company or organization can implement to combat the hidden threat of employee misappropriation, theft and fraud? A written corporate fraud policy.

  • Professional Services
  • Advisory
Article
January 25, 2022
Is it Equitable to Divide a Pension 50/50 in Divorce?
  • Professional Services
  • Advisory
January 25, 2022
Is it Equitable to Divide a Pension 50/50 in Divorce?

Each divorce case is unique and requires an evaluation of the complete financial picture to determine an equitable solution.

  • Professional Services
  • Advisory
Article
December 14, 2021
Five Tips For a More Efficient Audit
  • Advisory
December 14, 2021
Five Tips For a More Efficient Audit

If not managed properly, financial audits can be overly stressful and time-consuming.

  • Advisory

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