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Risk Mitigation

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Article

November 27, 2023Contentious School Boards: How Public Schools Can Mitigate Risk Exposure

School boards set policies, goals and objectives for a public school district, making decisions about policy, budget and leadership. As part of an elected governmental body, school board members function as representatives of their constituents to provide governance that guides the day-to-day operations of the schools.

Article

October 31, 2023Navigating Data Privacy for Not-for-profits

Not-for-profit organizations safeguard a diverse and vast array of data, from beneficiary stats to donor details. As a result, it's imperative to identify and protect important data, ensuring it's compliant with regulations and safe from unauthorized access or leaks.

Article

October 31, 20233 Best Practices of Successful Supply Chain Management

In this article, we will explore three key SCM best practices that contribute to a stronger supply chain network.

Planning & Tax Minimization

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Article

November 27, 2023CBIZ 2023 Year-End Tax Planning Guide Now Available

Throughout the guide, you will find helpful links and tax insights that spotlight opportunities and action items for planning in 2023 and beyond.

Article

November 27, 20232023 Report Underscores Importance of Donor Advised Funds to Not-for-Profit Organizations

The recently released National Philanthropic Trust's (NPT) 2023 DAF Report should be of interest to not-for-profit organization CFOs and development leaders throughout the U.S. According to the report, grants from donor-advised funds (DAFs) to charities exceeded $52 billion in 2022, a record high despite a challenging year for financial markets. This marks the 13th straight year of growth in DAFs. The report serves as a good reminder to not-for-profits leaders to become more aware of established DAFs among their donor bases.

Article

November 27, 2023Relief, Cheers Greet IRS’s Further Delay of New 1099-K Regime

Statements of relief abounded as the IRS announced it wasdelaying – for the second consecutive year – the new $600 threshold forreporting payments by gig economy businesses and other online platforms.

Employee Management

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Article

November 27, 2023California Increases SDI Deduction

Get up to speed on the latest changes in California StateDisability Insurance (SDI) and understand their implications. Learn about wage caps, taxation rates,withholdings, and more!

Article

November 21, 2023FUTA Tax Rate 2023

Learn about the FUTA tax credit reduction for 2023 affecting employers in California, New York, and the US Virgin Islands. Understand how this change impacts the federal unemployment tax rate.

Article

October 03, 2023Protect Your Digital Frontline With Employee Training

Learn how to protect your digital frontline from cyberattacks with employee cybersecurity training. Get the basics you need to create a safe and secure cyber environment within your organization, including a policy document and LMS for ongoing education.

Regulatory, Compliance, & Legislative

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Article

November 21, 2023 ESG Reporting Frameworks: Which Should My Company Use?

To help organizations prepare, we’ve outlined three ESG frameworks that are gaining momentum among businesses and regulators. In what follows, we’ll also discuss what companies should consider as they implement these frameworks.

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November 20, 2023 Creative Budgeting for a Joyful Holiday Season

The holiday season is a time of festivities, gift-giving, and making memories with loved ones. However, it's also a time when overspending can easily lead to financial stress when the holidays are over. Here are some ideas that can help you enjoy the holidays while keeping your finances in check.

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November 08, 2023 Decoding CECL: Here Are Key Concepts You Need to Know

This article represents the first installment in a seriesexamining the intricacies of the Current Expected Credit Loss (CECL) standard.