Advisory Insights

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Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
October 13, 2021
Cybersecurity Lessons Learned from the Colonial Pipeline Breach
  • Advisory
October 13, 2021
Cybersecurity Lessons Learned from the Colonial Pipeline Breach

The Colonial Pipeline breach provides valuable lessons for all companies. Here are tips to ensure you aren’t in the headlines for the next cyber breach.

  • Advisory
Article
October 07, 2021
Imputation of Income on Investable Portfolio Assets
  • Advisory
October 07, 2021
Imputation of Income on Investable Portfolio Assets

So, when it comes to estimating the earnings capacity on a portfolio of investable assets, who is best qualified to present an opinion about the reasonable rate of return on these types of assets?

  • Advisory
Article
September 27, 2021
New York Pass-Through Entity Tax
  • Advisory
September 27, 2021
New York Pass-Through Entity Tax

The New York State Department of Taxation and Finance has issued additional guidance on the elective Pass-Through Entity Tax (PTET) available to eligible partnerships and S corporations.

  • Advisory
Article
September 24, 2021
Cryptocurrency: A Growing and Potentially Hidden Giant
  • Financial Services
  • Advisory
September 24, 2021
Cryptocurrency: A Growing and Potentially Hidden Giant

As the crypto industry continues to evolve, identifying and valuing these assets will play a huge role in many of the cases both lawyers and financial experts will come across on a day-to-day basis.

  • Financial Services
  • Advisory
Article
September 21, 2021
Revisiting Questions on Using Medical Office Timeshares
  • Advisory
September 21, 2021
Revisiting Questions on Using Medical Office Timeshares

The pandemic may have changed consideration of whether healthcare providers use medical office timeshares.

  • Advisory
Article
August 20, 2021
Unemployment Fraud during the Pandemic
  • Professional Services
  • Advisory
August 20, 2021
Unemployment Fraud during the Pandemic

Reports of fraud within programs implemented to assist COVID-19 victims have been widespread.

  • Professional Services
  • Advisory
Article
August 10, 2021
A Regulatory Framework for ESG Investing is on the Horizon
  • Alternative Investments
  • Investment Advisory
August 10, 2021
A Regulatory Framework for ESG Investing is on the Horizon

The growth of environmental, social, and governance (ESG) investing has prompted regulators, such as the SEC, to increase its focus on funds that promote ESG investment-related products and services.

  • Alternative Investments
  • Investment Advisory
Article
July 30, 2021
The Important Role Appraisals Play in Trust and Estate Matters During Uncertain Times
  • Advisory
July 30, 2021
The Important Role Appraisals Play in Trust and Estate Matters During Uncertain Times

Proposed tax changes from the Biden administration may make estate appraisals more important in 2021.

  • Advisory
Article
July 27, 2021
Hack Damages: From Beginning to End
  • Professional Services
  • Advisory
July 27, 2021
Hack Damages: From Beginning to End

Plaintiffs / claimants of hacks seeking actual damages must participate in a formal claims process wherein specific evidence of the claimed loss is presented for inspection.

  • Professional Services
  • Advisory
Article
July 27, 2021
Biden’s Tax Plans Complicate Opportunity Zone Investing
  • Advisory
July 27, 2021
Biden’s Tax Plans Complicate Opportunity Zone Investing

Biden’s proposed changes to capital gains taxes could affect qualified opportunity zone investments.

  • Advisory
Article
July 27, 2021
Part 3: Understanding Your Business Valuation – Approaches and Discounts
  • Professional Services
  • Valuation
July 27, 2021
Part 3: Understanding Your Business Valuation – Approaches and Discounts

The final steps in understanding your business valuation relate to the approaches applied to determine the value of your company and the discounts made to reach the final value of the interest.

  • Professional Services
  • Valuation
Article
July 19, 2021
Buying a Dental Practice
  • Healthcare
  • Advisory
July 19, 2021
Buying a Dental Practice

In assessing the value of a particular dental practice, it is also important to compare how the practice measures up to other practices.

  • Healthcare
  • Advisory
Article
July 19, 2021
Investigative Due Diligence: Unveiling the Expert
  • Advisory
July 19, 2021
Investigative Due Diligence: Unveiling the Expert

In matrimonial dissolution matters, expert testimony is an invaluable way to provide jurors with factual information that could be scientific or technical in nature.

  • Advisory
Article
July 19, 2021
Historical vs Projected Returns
  • Advisory
July 19, 2021
Historical vs Projected Returns

The basis for any go-forward return projection starts with the fixed income portion of the allocation.

  • Advisory
Article
May 24, 2021
Construction Safety Tips to Avoid OSHA’s Fatal Four
  • Advisory
May 24, 2021
Construction Safety Tips to Avoid OSHA’s Fatal Four

Discover OSHA’s Fatal Four hazards in construction. Learn prevention tactics for fall, struck-by, caught-in/between, and electrocution risks.

  • Advisory