Advisory Insights

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Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
December 13, 2022
The Importance of the Internal Audit Function in a Post-COVID World
  • Advisory
December 13, 2022
The Importance of the Internal Audit Function in a Post-COVID World

The IAF is a vital and important tool for companies to design, evaluate, and test internal controls and investigate potential fraud reported within the company.

  • Advisory
Article
December 13, 2022
Why Comparative Ratio Analysis Is Important for Restaurant Industry Valuation
  • Food & Beverage
  • Advisory
December 13, 2022
Why Comparative Ratio Analysis Is Important for Restaurant Industry Valuation

Comparative ratios are especially important to understand in restaurant valuation today because of the severe impact the COVID-19 pandemic had on the food and service industry.

  • Food & Beverage
  • Advisory
Article
November 28, 2022
Inflation’s Impact on Private Equity Transactions
  • Private Equity
  • Private Equity Advisory
November 28, 2022
Inflation’s Impact on Private Equity Transactions

While there’s no doubt we’ll know more about the trend as time passes, investors might be smart to start factoring the impacts of inflation into their short- and long-term strategies.

  • Private Equity
  • Private Equity Advisory
Article
November 28, 2022
Baby Boomer Retirement Opens Doors to Deals
  • Private Equity
  • Advisory
November 28, 2022
Baby Boomer Retirement Opens Doors to Deals

A retirement wave is arriving, with most baby boomers already hitting 60 or older which could provide big opportunities for private equity.

  • Private Equity
  • Advisory
Article
November 04, 2022
Tax Considerations for Hedge Funds as 2022 Nears Its End
  • Alternative Investments
  • Advisory
November 04, 2022
Tax Considerations for Hedge Funds as 2022 Nears Its End

As we edge closer to year-end, now is a good time to make sure there are no surprises regarding your 2022 taxable income.

  • Alternative Investments
  • Advisory
Article
November 03, 2022
The Dissipation of Marital Assets into Trusts: A Florida Case Study
  • Advisory
November 03, 2022
The Dissipation of Marital Assets into Trusts: A Florida Case Study

What happens when one spouse transfers millions of dollars’ worth of marital assets into a trust before a marital dissolution action is commenced?

  • Advisory
Article
November 03, 2022
Military Divorce: 5 Things to Know
  • Advisory
November 03, 2022
Military Divorce: 5 Things to Know

There are considerable differences between a civilian divorce and a military divorce that could mean an inequitable sharing of assets and more work even years after the divorce is finalized.

  • Advisory
Article
November 03, 2022
Commonly Overlooked Issues in Cash Flow Analyses
  • Advisory
November 03, 2022
Commonly Overlooked Issues in Cash Flow Analyses

Cash flow analyses can be essential in assisting counsel in the negotiation and determination of such items as alimony and child support.

  • Advisory
Article
November 03, 2022
The Attorney-Expert Relationship in Matrimonial Matters
  • Advisory
November 03, 2022
The Attorney-Expert Relationship in Matrimonial Matters

By maintaining regular two-way communication between the attorney and expert, surprises and difficult deadlines can be limited to only those out of one’s control.

  • Advisory
Article
November 03, 2022
Understanding Personal Cash Flow
  • Advisory
November 03, 2022
Understanding Personal Cash Flow

What are some differences between taxable income and true cash flow and what information is typically used to determine true cash flow.

  • Advisory
Article
November 03, 2022
Valuing Assets in Divorce Proceedings: An In-Depth Review of the Various Factors Used to Determine a Valuation Date
  • Advisory
November 03, 2022
Valuing Assets in Divorce Proceedings: An In-Depth Review of the Various Factors Used to Determine a Valuation Date

A forensic accountant can be useful to attorneys and parties in valuing assets in divorce litigation, including identifying assets and liabilities and providing a roadmap for the valuation date.

  • Advisory
Article
September 30, 2022
IRS Provides Relief for Taxpayers Affected by Hurricane Ian
  • Advisory
September 30, 2022
IRS Provides Relief for Taxpayers Affected by Hurricane Ian

The IRS has announced that victims of Hurricane Ian may qualify for federal tax relief in the form of extended deadlines to file and remit payments for various individual and business tax returns.

  • Advisory
Article
September 27, 2022
Pennsylvania Court Holds for Non-Resident Amazon Merchants in Interesting Nexus Case
  • Advisory
September 27, 2022
Pennsylvania Court Holds for Non-Resident Amazon Merchants in Interesting Nexus Case

The mere fact non-resident merchants have inventory stored in Pennsylvania as a result of their participation in the Fulfillment By Amazon program does not establish nexus for either sales or income tax purposes.

  • Advisory
Article
August 31, 2022
Commercial Lines Market Trends Report–Q2 2024
  • Advisory
August 31, 2022
Commercial Lines Market Trends Report–Q2 2024

Significant challenges continue in the commercial insurance market. Review the key insurance industry trends from Q2 2024.

  • Advisory
Article
August 23, 2022
Nonprofit Advertising Income: A Basic Guide
  • Not-for-Profit & Education
  • Advisory
August 23, 2022
Nonprofit Advertising Income: A Basic Guide

Nonprofit organizations can generate revenue by selling advertisements on websites, in brochures, or in periodicals and they generate taxable income.

  • Not-for-Profit & Education
  • Advisory