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
March 17, 2023
Leadership Continuity Planning: Three Tips for Nonprofits
  • Not-for-Profit & Education
  • Human Capital Management
March 17, 2023
Leadership Continuity Planning: Three Tips for Nonprofits

Nonprofits that weave leadership continuity planning into their structures and culture ensure, at a minimum, that their work and mission are not at risk in the event of an unexpected departure.

  • Not-for-Profit & Education
  • Human Capital Management
Article
March 17, 2023
The Path to Compliance, Part Two: Identifying Subrecipients of Federal Funds
  • Not-for-Profit & Education
  • Advisory
March 17, 2023
The Path to Compliance, Part Two: Identifying Subrecipients of Federal Funds

Coming to a proper conclusion as to whether a subaward has been created is critical to ensure compliance with the appropriate federal requirements.

  • Not-for-Profit & Education
  • Advisory
Article
March 16, 2023
Changes to Measurement of Credit Losses for Nonprofit Organizations
  • Not-for-Profit & Education
  • Advisory
March 16, 2023
Changes to Measurement of Credit Losses for Nonprofit Organizations

This guidance applies to all industries and entities that hold financial assets and net investments in sales-type leases and direct financing leases.

  • Not-for-Profit & Education
  • Advisory
Article
March 16, 2023
Synergistic Value in Corporate Mergers
  • Advisory
March 16, 2023
Synergistic Value in Corporate Mergers

Synergistic value is the additional value created in a merger between two companies due to synergies that can be exploited by the merged firms.

  • Advisory
Article
March 16, 2023
The DOJ’s New Approach to White-Collar Crime Enforcement
  • Advisory
March 16, 2023
The DOJ’s New Approach to White-Collar Crime Enforcement

As the DOJ continues to emphasize its tougher approach to white-collar crime, companies should evaluate how their internal compliance structure aligns with the DOJ’s approach.

  • Advisory
Article
March 16, 2023
What Baseball Cards Can Teach Us About Fair Market Value
  • Advisory
March 16, 2023
What Baseball Cards Can Teach Us About Fair Market Value

Most business valuation engagements, including those for IRS gift and estate tax reporting purposes and divorce proceedings, require the use of fair market value as the standard of value.

  • Advisory
Article
March 14, 2023
The Rocky Road Ahead: Three Threats to Revenue in 2023
  • Healthcare
  • Advisory
March 14, 2023
The Rocky Road Ahead: Three Threats to Revenue in 2023

Healthcare providers will need to look for a silver lining to some of the challenges and take advantage of any opportunities to improve levels of reimbursement.

  • Healthcare
  • Advisory
Article
March 14, 2023
Challenges in Discovery
  • Healthcare
  • Advisory, Valuation
March 14, 2023
Challenges in Discovery

Oversight and omission in discovery may result in inefficiency, and it may even determine whether there is a successful outcome.

  • Healthcare
  • Advisory, Valuation
Article
February 21, 2023
5 Critical Automation Advantages for Public Sector Pensions
  • Advisory
February 21, 2023
5 Critical Automation Advantages for Public Sector Pensions

Automation can help to overhaul pension plan admin for the public sector. From reducing risk to enhancing security, here are our top five automations.

  • Advisory
Article
February 20, 2023
Child Tax Credits Reduced for 2022 Tax Filings
  • Advisory
February 20, 2023
Child Tax Credits Reduced for 2022 Tax Filings

Using a 2021 tax return for any planning and computations for parents in the process of divorce requires special consideration.

  • Advisory
Article
February 01, 2023
Construction Adapts to New Lease Accounting Standards and Balance Sheets
  • Construction
  • Advisory
February 01, 2023
Construction Adapts to New Lease Accounting Standards and Balance Sheets

Construction companies need to be aware of how the new lease standards will affect their financials in order to strategize on how to mitigate the impact.

  • Construction
  • Advisory
Article
January 31, 2023
Reasonable Compensation Job Aid for IRS Valuation Professionals
  • Compensation Consulting
January 31, 2023
Reasonable Compensation Job Aid for IRS Valuation Professionals

when submitting a company’s financial information to the IRS for any purpose it is important to apply, or at least consider, the Job Aid.

  • Compensation Consulting
Article
January 24, 2023
Moving Target: The Changing Rules for IRA Required Minimum Distributions
  • Advisory
January 24, 2023
Moving Target: The Changing Rules for IRA Required Minimum Distributions

While the higher Required Minimum Distributions age provides retirees more flexibility and time for tax-free growth, this may not be the right tax strategy for everyone.

  • Advisory
Article
January 23, 2023
The Interrelationship Between Fraud and Financial Statement Assurance
  • Advisory
January 23, 2023
The Interrelationship Between Fraud and Financial Statement Assurance

Ensuring accurate financial reporting is one of the most important and most often overlooked aspects of operating a successful business.

  • Advisory
Article
December 16, 2022
Recovery of Erroneously Awarded Compensation
  • Capital Markets
  • Compensation Consulting
December 16, 2022
Recovery of Erroneously Awarded Compensation

The Securities and Exchange Commission released new guidance on issues pertaining to erroneously awarded incentive-based executive compensation.

  • Capital Markets
  • Compensation Consulting