Advisory Insights

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

What Is Troubled Debt Restructuring?

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

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.

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.

Mid-Market CEOs Worried About Financial Impact of Trump’s Tariffs, Survey Finds

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.