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 08, 2022
Hiring for Soft Skills in the C-Suite
  • Human Capital Management
August 08, 2022
Hiring for Soft Skills in the C-Suite

Now more than ever, hiring C-Suite talent with strong soft skills is essential. Learn how to identify soft skills during the executive interview process here!

  • Human Capital Management
Article
August 02, 2022
New York-Based Firms Contributing to Unemployment Insurance Now Owe an Interest Assessment Surcharge (IAS)
  • Insurance
  • Advisory
August 02, 2022
New York-Based Firms Contributing to Unemployment Insurance Now Owe an Interest Assessment Surcharge (IAS)

In the last few years New York’s Unemployment Insurance (UI) Trust Fund hasn’t had sufficient funds to pay unemployed workers’ claims.

  • Insurance
  • Advisory
Article
August 02, 2022
Tax Considerations When Dividing Marital Property
  • Advisory
August 02, 2022
Tax Considerations When Dividing Marital Property

While the fair market value of jointly owned property is a major focal point during a divorce, it’s important not to overlook a property’s tax basis.

  • Advisory
Article
August 02, 2022
Deferred Compensation: A New York Divorce Case Study
  • Advisory
August 02, 2022
Deferred Compensation: A New York Divorce Case Study

The issue of deferred compensation arises quite often in a multitude of jurisdictions.

  • Advisory
Article
August 02, 2022
Automatic Revocation Upon Divorce
  • Advisory
August 02, 2022
Automatic Revocation Upon Divorce

If you do not have contingent beneficiaries or successor trustees listed, then your estate goes through probate.

  • Advisory
Article
July 22, 2022
SAS 134: The Auditor’s Report Is Changing: What to Expect
  • Not-for-Profit & Education
  • Advisory
July 22, 2022
SAS 134: The Auditor’s Report Is Changing: What to Expect

After implementation of this new standard, the audit report will provide greater transparency into the roles and responsibilities of each party and become easier for the reader to digest.

  • Not-for-Profit & Education
  • Advisory
Article
July 18, 2022
Finding Hidden Assets: Where to Start?
  • Advisory
July 18, 2022
Finding Hidden Assets: Where to Start?

With thousands of pages of discovery, the forensic accountant’s greatest challenge is determining if the information is complete and accurate.

  • Advisory
Article
June 20, 2022
Why ESG is Becoming a Bigger Deal for Investors
  • Private Equity
  • Advisory
June 20, 2022
Why ESG is Becoming a Bigger Deal for Investors

ESG has been getting mixed results in shareholder resolutions. Support is up, but these resolutions typically don’t pass, and even then, they are typically advisory.

  • Private Equity
  • Advisory
Article
June 20, 2022
Cannabis Industry Activity Continues to Boom in M&A World
  • Cannabis
  • Advisory
June 20, 2022
Cannabis Industry Activity Continues to Boom in M&A World

Though M&A activity and strong valuations signal growth, those eyeing deals in cannabis are also wise to the industry’s overall volatility.

  • Cannabis
  • Advisory
Article
June 16, 2022
Insurance Policy Language: Complex, and Critically Important
  • Financial Services
  • Advisory
June 16, 2022
Insurance Policy Language: Complex, and Critically Important

There is no one-size-fits-all approach to insurance policies, especially because policy language is shaped by the ever-changing economic environment.

  • Financial Services
  • Advisory
Article
June 13, 2022
Dentist’s Compensation: More Than Just a Paycheck
  • Healthcare
  • Compensation Consulting
June 13, 2022
Dentist’s Compensation: More Than Just a Paycheck

Dental practitioners should carefully consider the salary they pay themselves for their services.

  • Healthcare
  • Compensation Consulting
Article
June 13, 2022
CMS Releases Data on Hospital and Nursing Home Mergers
  • Healthcare
  • Advisory
June 13, 2022
CMS Releases Data on Hospital and Nursing Home Mergers

CBIZ offers a variety of regulatory, operational, financial, and tax advisory services to help your organization prepare for the changing environment.

  • Healthcare
  • Advisory
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