Advisory Insights

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Article

Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
August 26, 2020
Values: Defining a Nonprofit’s Ideology
  • Not-for-Profit & Education
  • Human Capital Management
August 26, 2020
Values: Defining a Nonprofit’s Ideology

Along with mission and vision statements, nonprofits build the foundation for their work on a set of core values that lay the groundwork for the impact they desire to achieve.

  • Not-for-Profit & Education
  • Human Capital Management
Article
August 24, 2020
Asset Tracing in Divorce – Separate Property vs. Marital Property
  • Advisory
August 24, 2020
Asset Tracing in Divorce – Separate Property vs. Marital Property

The first step in tracing separate property is to compile an accurate account of all assets and liabilities of the spouses.

  • Advisory
Article
August 06, 2020
Looking to Sell Your Life Science or Biotech Business? Make Sure Your Company is Camera-Ready
  • Life Science
  • Advisory
August 06, 2020
Looking to Sell Your Life Science or Biotech Business? Make Sure Your Company is Camera-Ready

Whether you are looking for investors to support research and development activities, partners to lead your company’s manufacturing, marketing, information technology efforts, or buyers to ultimately acquire your business, it is essential to have your company prepared operationally and financially to illustrate your strengths and be aware of your potential risks and shortcomings.

  • Life Science
  • Advisory
Article
August 04, 2020
The Pandemic’s Effect on Private Equity Transactions and Valuations
  • Private Equity
  • Advisory
August 04, 2020
The Pandemic’s Effect on Private Equity Transactions and Valuations

The COVID-19 pandemic has injected a significant amount of uncertainty into the public and private markets, presenting private equity firms with both a potential buying opportunity as well as a conundrum on how to value their portfolio companies.

  • Private Equity
  • Advisory
Article
July 30, 2020
COVID-19 and Impairment of Intangible Assets
  • Advisory
July 30, 2020
COVID-19 and Impairment of Intangible Assets

It is important for the accounting department of a company to work with its scientists, valuation experts and IT professionals to bridge that communication gap.

  • Advisory
Article
July 29, 2020
Benefits Attributed to ESOP Companies
  • Advisory
July 29, 2020
Benefits Attributed to ESOP Companies

An ESOP can significantly benefit both employees and owners and be an ideal solution under certain circumstances.

  • Advisory
Article
July 29, 2020
Known or Knowable – Something to Keep In Mind
  • Advisory
July 29, 2020
Known or Knowable – Something to Keep In Mind

Many of you who either perform valuations or have had a valuation performed before, probably have heard the term “known or knowable.”

  • Advisory
Article
July 29, 2020
The Income Approach to Valuation
  • Advisory, Valuation
July 29, 2020
The Income Approach to Valuation

In order to understand how a company with no profits or negative earnings can have value under the income approach, we must first understand how the income approach works conceptually.

  • Advisory, Valuation
Article
June 25, 2020
Patient Protection and Affordable Care Act: Protective Refund Claim
  • Healthcare
  • Advisory
June 25, 2020
Patient Protection and Affordable Care Act: Protective Refund Claim

Instead of deciding the issue of whether and what portion of the PPACA could withstand constitutional scrutiny, the Appeals Court remanded the case back to the District Court to determine what other parts of the PPACA, beyond the individual mandate, should be considered as invalid.

  • Healthcare
  • Advisory
Article
June 23, 2020
Uniform Guidance: Some of the Most Common Noncompliance Pitfalls
  • Not-for-Profit & Education
  • Advisory
June 23, 2020
Uniform Guidance: Some of the Most Common Noncompliance Pitfalls

Compliance is everyone’s responsibility, and having proper tone at the top can help prevent fraud and other unethical behaviors.

  • Not-for-Profit & Education
  • Advisory
Article
June 09, 2020
Amendments to the Accelerated Filer and Large Accelerated Filer Definitions
  • Capital Markets
  • Advisory
June 09, 2020
Amendments to the Accelerated Filer and Large Accelerated Filer Definitions

The Securities and Exchange Commission issued a final rule adopting amendments to the accelerated filer and large accelerated filer definitions after considerations on its proposed rule.

  • Capital Markets
  • Advisory
Article
June 05, 2020
Donor-Advised Funds and How They Work
  • Not-for-Profit & Education
  • Advisory
June 05, 2020
Donor-Advised Funds and How They Work

Donor-advised funds provide significant benefits and tax advantages, while allowing the donor to maintain control as to which charities will receive the grants.

  • Not-for-Profit & Education
  • Advisory
Article
May 27, 2020
Investing in Cannabis: Industry Update
  • Alternative Investments
  • Advisory
May 27, 2020
Investing in Cannabis: Industry Update

The cannabis industry has been prone to some volatile stretches, and Q1 2020 was no different. Even before the onset of COVID-19, the industry was experiencing much slower growth than in 2018 and the beginning of 2019.

  • Alternative Investments
  • Advisory
Article
May 11, 2020
IRS issues deadline to provide information receipt of Economic Impact Payment
  • Advisory
May 11, 2020
IRS issues deadline to provide information receipt of Economic Impact Payment

The IRS has issued a release urging people to use the Get My Payment site by noon Wednesday, May 13, to get a quicker refund of their Economic Impact Payment (EIP).

  • Advisory
Article
April 29, 2020
New Look-Back Period for New York Community Medicaid
  • Healthcare
  • Advisory
April 29, 2020
New Look-Back Period for New York Community Medicaid

New York passed a budget which includes significant cuts to its Medicaid long-term care program.

  • Healthcare
  • Advisory

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