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Article
October 31, 2024
Thanksgiving: Let’s Practice Financial Gratitude
  • Advisory
October 31, 2024
Thanksgiving: Let’s Practice Financial Gratitude

Thanksgiving is the perfect time to practice gratitude, including with our finances. Read more to learn how you can build a healthier relationship with money.

  • Advisory
Article
October 31, 2024
Troubled Real Estate and Loan Workouts
  • Real Estate
  • Tax
October 31, 2024
Troubled Real Estate and Loan Workouts

The financial and emotional toll of loan workouts can be substantial and exacerbated by the income tax consequences for the unwary borrower.

  • Real Estate
  • Tax
Article
October 31, 2024
Making the Most of the R&D Tax Credit
  • Consumer & Industrial Products
  • Tax
October 31, 2024
Making the Most of the R&D Tax Credit

The federal Research and Development tax credit has been amended and expanded. Take a look at how to optimize the credit and reduce income tax liabilities.

  • Consumer & Industrial Products
  • Tax
Report
October 31, 2024
October 2024 Recap | On The Margin
  • Advisory, Investment Advisory
October 31, 2024
October 2024 Recap | On The Margin

October saw investors experience highs and lows as positive results early in the month reversed by month end.

  • Advisory, Investment Advisory
Article
October 30, 2024
Lessons Learned from Hurricanes Helene & Milton
  • Insurance
October 30, 2024
Lessons Learned from Hurricanes Helene & Milton

Prepare your community for hurricanes with expert insights on storm readiness, claims support and recovery strategies. Connect with our team today.

  • Insurance
Article
October 29, 2024
Presidential Tax Proposals: Key Impacts on Private Equity and Venture Capital Firms
  • Tax
October 29, 2024
Presidential Tax Proposals: Key Impacts on Private Equity and Venture Capital Firms

Discover how the 2024 presidential tax proposals could shape the investment landscape for private equity and venture capital firms. Learn about crucial policy shifts and their potential influence.

  • Tax
Article
October 29, 2024
Employee Donations
  • Advisory
October 29, 2024
Employee Donations

Learn how to effectively manage employee deductions for charitable contribution by establishing a payroll deduction program that encourages participation.

  • Advisory
Article
October 29, 2024
Private Credit Investing: Exploring Private Credit Architecture and Credit Quality
  • Alternative Investments
  • Advisory, Investment Advisory
October 29, 2024
Private Credit Investing: Exploring Private Credit Architecture and Credit Quality

As the private credit market continues to expand, managers of private credit should prioritize building the infrastructure and capabilities to support the monitoring of credit quality.

  • Alternative Investments
  • Advisory, Investment Advisory
Article
October 28, 2024
Why and How Not-For-Profits Should Inventory Their Organization’s AI Usage
  • Not-for-Profit & Education
  • Technology
October 28, 2024
Why and How Not-For-Profits Should Inventory Their Organization’s AI Usage

Explore how inventorying AI can help not-for-profits ensure ethical usage and compliance, while enhancing operational efficiency and impact.

  • Not-for-Profit & Education
  • Technology
Article
October 25, 2024
Navigating the Future: Succession Planning for Not-for-Profit Organizations
  • Advisory
October 25, 2024
Navigating the Future: Succession Planning for Not-for-Profit Organizations

Discover strategic steps and actionable tips for succession planning in not-for-profits to secure seamless leadership transitions and ensure sustainability.

  • Advisory
Article
October 25, 2024
What Is a SOC 2+ Report and Why It Matters
  • Technology
October 25, 2024
What Is a SOC 2+ Report and Why It Matters

Learn how a SOC 2+ report can streamline compliance with multiple security frameworks, making it crucial for businesses facing complex regulatory demands.

  • Technology
Article
October 24, 2024
From Cash to Completion: Optimizing Tax Methods for Construction Businesses
  • Construction
  • Tax
October 24, 2024
From Cash to Completion: Optimizing Tax Methods for Construction Businesses

Master tax strategies for your construction business by understanding the best accounting methods. Gain a competitive edge with insights on cash, accrual, and completion methods.

  • Construction
  • Tax
Article
October 24, 2024
Internal Revenue Service Offers Elective Payment Election Extension for Tax-Exempt Organizations
  • Tax
October 24, 2024
Internal Revenue Service Offers Elective Payment Election Extension for Tax-Exempt Organizations

Explore the IRS's new automatic extension for Form 990-T elective payment elections.

  • Tax
Article
October 24, 2024
CBIZ PE Advisory M&A Update – Q3 2024: Rates Drop, Exposing Hidden Market Strains
  • Private Equity
  • Advisory
October 24, 2024
CBIZ PE Advisory M&A Update – Q3 2024: Rates Drop, Exposing Hidden Market Strains

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends.

  • Private Equity
  • Advisory
Article
October 24, 2024
The Gift Tax Exemption is Set to Sunset at the End of 2025. Are You Ready?
  • Advisory
October 24, 2024
The Gift Tax Exemption is Set to Sunset at the End of 2025. Are You Ready?

Prepare for the 2025 sunset of the current gift tax exemption. Learn how strategic gifting can secure your financial legacy and reduce future estate taxes.

  • Advisory