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Featured

Article

Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Spinning Dots
Article
February 25, 2025
Simplifying Executive Compensation: Profit Sharing Bonus Plans under Top Hat or Bonus Plan Exemption
  • Compensation Consulting
February 25, 2025
Simplifying Executive Compensation: Profit Sharing Bonus Plans under Top Hat or Bonus Plan Exemption

Discover how profit-sharing bonus plans can align exec incentives with corporate strategy, and all about Top Hat or Bonus Plan Exemptions.

  • Compensation Consulting
Article
February 25, 2025
Navigating Change in Control Tax Liabilities: Alternatives to Excise Tax Gross Ups for Executives
  • M&A, Tax
February 25, 2025
Navigating Change in Control Tax Liabilities: Alternatives to Excise Tax Gross Ups for Executives

Learn about the decline of excise tax gross ups in executive compensation during change in control events like mergers and acquisitions.

  • M&A, Tax
Article
February 19, 2025
Accounting Standards Update (ASU) 2024-01: Clarifying the Scope of Profits Interest Awards
  • Private Equity
  • Accounting, Audit & Assurance, M&A
February 19, 2025
Accounting Standards Update (ASU) 2024-01: Clarifying the Scope of Profits Interest Awards

Stay informed on ASU 2024-01 and its impact on accounting for profits interest awards. Gain insights on compliance and the latest FASB standards.

  • Private Equity
  • Accounting, Audit & Assurance, M&A
Article
February 19, 2025
The Crucial Role of Qualified Appraisals in Trust and Estate Valuation
  • Advisory, Tax, Valuation
February 19, 2025
The Crucial Role of Qualified Appraisals in Trust and Estate Valuation

Uncover the critical role of qualified appraisals in estate management, helping you navigate legal and tax complexities with expert property assessments.

  • Advisory, Tax, Valuation
Article
February 19, 2025
The Role of Valuators in Compliance and Enhancing Healthcare Business Best Practices
  • Healthcare
  • Valuation
February 19, 2025
The Role of Valuators in Compliance and Enhancing Healthcare Business Best Practices

The expertise of valuators is key in healthcare compliance and business practices. Discover their role in accurate reporting and enhancing operational strategies.

  • Healthcare
  • Valuation
Article
February 19, 2025
The Rise of the Hybrid Fund Structure
  • Alternative Investments
  • M&A, Tax
February 19, 2025
The Rise of the Hybrid Fund Structure

The Rise of the Hybrid Fund Structure unveils how blending liquid and illiquid assets offers unique returns. Ideal for financial experts aiming to diversify portfolios effectively.

  • Alternative Investments
  • M&A, Tax
Article
February 19, 2025
SEC’s 2025 Exam Priorities: Emphasis Remains on Registered Investment Advisers
  • Alternative Investments
  • Audit & Assurance, M&A
February 19, 2025
SEC’s 2025 Exam Priorities: Emphasis Remains on Registered Investment Advisers

Stay ahead with the SEC’s 2025 Exam Priorities: key focus on registered investment advisers and risk management to better protect investors and markets.

  • Alternative Investments
  • Audit & Assurance, M&A
Article
February 19, 2025
The Good and The Bad of the Upward Trends
  • Private Equity
  • Investment Advisory, M&A
February 19, 2025
The Good and The Bad of the Upward Trends

Analyze the pros and cons of upward trends impacting education and careers. Uncover insights into how these trends affect academic and professional success.

  • Private Equity
  • Investment Advisory, M&A
Article
February 19, 2025
Anticipating Tax Policy Shifts in 2025: M&A Implications
  • Private Equity
  • M&A, Tax
February 19, 2025
Anticipating Tax Policy Shifts in 2025: M&A Implications

Discover how anticipated tax policy shifts in 2025 could influence M&A strategies, valuations, and deal structures. Stay informed and plan ahead.

  • Private Equity
  • M&A, Tax
Article
February 19, 2025
Tariff Mitigation Strategies for Middle Market Companies
  • Tariff Solutions, Tax
February 19, 2025
Tariff Mitigation Strategies for Middle Market Companies

Empower your middle market company with strategic approaches to mitigate tariff impacts. Maximize profitability and operational efficiency amidst changing trade policies.

  • Tariff Solutions, Tax
Article
February 19, 2025
What Is Troubled Debt Restructuring?
  • Financial Services
  • Accounting, Financial Accounting & Advisory
February 19, 2025
What Is Troubled Debt Restructuring?

What Is Troubled Debt Restructuring? Learn the essentials of TDR, its strategic applications, and compliance measures for financial experts.

  • Financial Services
  • Accounting, Financial Accounting & Advisory
Article
February 13, 2025
ACA Pay-or-Play Affordability Percentage Will Increase for 2025
  • Advisory, Human Capital Management
February 13, 2025
ACA Pay-or-Play Affordability Percentage Will Increase for 2025

Learn about the ACA affordability safe harbor methods and how they can help your organization meet compliance requirements. Prepare for 2025.

  • Advisory, Human Capital Management
Article
January 31, 2025
CBIZ Private Equity Advisory’s M&A Market Update: 2024 Wrap-Up | 2025 Look Ahead
  • Private Equity
  • M&A, Private Equity Advisory
January 31, 2025
CBIZ Private Equity Advisory’s M&A Market Update: 2024 Wrap-Up | 2025 Look Ahead

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends for 2024 and a look at 2025.

  • Private Equity
  • M&A, Private Equity Advisory
In the News
January 31, 2025
Mid-Market CEOs Worried About Financial Impact of Trump’s Tariffs, Survey Finds
  • Tariff Solutions
  • Features Bill Smith and Jerry Grisko
  • CPA Practice Advisor
January 31, 2025
Mid-Market CEOs Worried About Financial Impact of Trump’s Tariffs, Survey Finds
  • Tariff Solutions
Article
January 17, 2025
Potential Corporate Tax Cuts and Tariff Shifts: A Forecast for the Consumer Products Industry
  • Consumer & Industrial Products
  • Tariff Solutions, Tax
January 17, 2025
Potential Corporate Tax Cuts and Tariff Shifts: A Forecast for the Consumer Products Industry

Gain insights into how anticipated corporate tax cuts and tariff shifts could affect operations within the consumer products sector this year.

  • Consumer & Industrial Products
  • Tariff Solutions, Tax
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“CBIZ” is the brand name under which CBIZ CPAs P.C. and CBIZ Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.

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