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Article
June 25, 2024
Using Annuities to Fund Your Retirement
  • Insurance
June 25, 2024
Using Annuities to Fund Your Retirement

Approaching retirement means shifting from saving to ensuring a steady income. Annuities are becoming a popular choice for many retirees seeking stability.

  • Insurance
Article
June 25, 2024
D.C. Circuit Lets Stand its Decision Allowing IRS to Assess International Information Return Penalties
  • Tax
June 25, 2024
D.C. Circuit Lets Stand its Decision Allowing IRS to Assess International Information Return Penalties

For the moment, the Tax Court's decisions in both Farhy and Mukhi continue to serve as a valuable precedent for taxpayers outside the D.C. Circuit.

  • Tax
Article
June 25, 2024
A Primer for Leveraging AI to Drive Growth
  • Technology
June 25, 2024
A Primer for Leveraging AI to Drive Growth

While there are an almost infinite variety of AI benefits, selecting the ones that best align with the organizational priorities, will ensure the best fit and highest probability for success.

  • Technology
Article
June 24, 2024
Nuclear Verdicts: Managing Surging High Jury Awards
  • Insurance
June 24, 2024
Nuclear Verdicts: Managing Surging High Jury Awards

Uncover the rising trend of nuclear verdicts. Learn about their implications and the strategies for managing these high jury awards effectively.

  • Insurance
Article
June 24, 2024
Beyond Manual Tracking: The Path to AI-Enhanced Inventory for Consumer Products Companies
  • Consumer & Industrial Products
  • Technology
June 24, 2024
Beyond Manual Tracking: The Path to AI-Enhanced Inventory for Consumer Products Companies

Integrating AI in inventory management is an ongoing process, with its influence expected to grow.

  • Consumer & Industrial Products
  • Technology
Article
June 24, 2024
Physical Presence and Tax Implications: Decoding Multi-State Filing for the Consumer Products Industry
  • Consumer & Industrial Products
  • Tax
June 24, 2024
Physical Presence and Tax Implications: Decoding Multi-State Filing for the Consumer Products Industry

In an increasingly globalized world, business owners may feel overwhelmed by the burden of multi-state income tax compliance.

  • Consumer & Industrial Products
  • Tax
Article
June 24, 2024
Evaluating the True Value: Critical Role of Sell Side Quality of Earnings Reports for Transactions
  • Consumer & Industrial Products
  • Audit & Assurance
June 24, 2024
Evaluating the True Value: Critical Role of Sell Side Quality of Earnings Reports for Transactions

A sell-side QofE report is a strategic asset for consumer product companies aiming to attract investors or prepare for a sale.

  • Consumer & Industrial Products
  • Audit & Assurance
Article
June 24, 2024
Avoiding Legal Pitfalls: Proactive Measures for Group Health Plan Fiduciaries
  • Consumer & Industrial Products
June 24, 2024
Avoiding Legal Pitfalls: Proactive Measures for Group Health Plan Fiduciaries

Under ERISA, fiduciaries have an obligation to act prudently and solely in the best interests of plan participants.

  • Consumer & Industrial Products
Article
June 21, 2024
Is it Time to Sue to Recover Your Employee Retention Credit?
    June 21, 2024
    Is it Time to Sue to Recover Your Employee Retention Credit?

    Business owners with pending Employee Retention Credit claims: Understand your legal avenues to expedite refunds with our comprehensive guidance.
      Article
      June 21, 2024
      Boost Business Growth & AI Readiness with SOC 2 Reports
      • Advisory
      June 21, 2024
      Boost Business Growth & AI Readiness with SOC 2 Reports

      Discover how SOC 2 Reports enhance AI Readiness and compliance, boosting your business growth and credibility. Ensure data security and client trust.

      • Advisory
      Article
      June 21, 2024
      Supreme Court Upholds Constitutionality of IRC’s Transition Tax on Undistributed Earnings of Certain Foreign Corporations
      • Tax
      June 21, 2024
      Supreme Court Upholds Constitutionality of IRC’s Transition Tax on Undistributed Earnings of Certain Foreign Corporations

      The Moores paid the Section 965 transition tax and sued for a refund, arguing that the tax was unconstitutional.

      • Tax
      Article
      June 21, 2024
      Understanding the IRS Tax on Excessive Executive Compensation for Nonprofits
      • Not-for-Profit & Education
      • Tax
      June 21, 2024
      Understanding the IRS Tax on Excessive Executive Compensation for Nonprofits

      If your nonprofit is subject to excess executive compensation, you will need to comply with additional requirements to report and pay the amount due.

      • Not-for-Profit & Education
      • Tax
      Article
      June 21, 2024
      Are you Prepared for your Annual Audit?
      • Not-for-Profit & Education
      June 21, 2024
      Are you Prepared for your Annual Audit?

      If you apply the basics and consider certain enhancements, you will be better positioned for your audit.

      • Not-for-Profit & Education
      Article
      June 21, 2024
      Five Key Reasons & Five Selection Tips for Accounting Firms Seeking Managed IT Services
      • Professional Services
      • Accounting, Technology
      June 21, 2024
      Five Key Reasons & Five Selection Tips for Accounting Firms Seeking Managed IT Services

      Engaging a Managed IT Services Provider can provide accounting firms with enhanced data security and more reliable IT infrastructure.

      • Professional Services
      • Accounting, Technology
      Article
      June 21, 2024
      The Hidden Risks and Challenges of Managing a Security Operations Center for Businesses
      • Technology
      June 21, 2024
      The Hidden Risks and Challenges of Managing a Security Operations Center for Businesses

      With CBIZ Technology’s Managed Security Services you’ll have an entire dedicated team of cybersecurity professionals in your corner.

      • Technology