Agility & Excellence Resource Center

Learn how tax credits and deductions like 179D, 45L, and the Rehabilitation Credit can offset costs, improve cash flow, and promote energy efficiency in real estate and construction.

Business owners with pending Employee Retention Credit claims: Understand your legal avenues to expedite refunds with our comprehensive guidance.

The federal Research and Development (R&D) Tax Credit was originally enacted in 1981 as a temporary measure to boost innovation and the economy. Since then, it’s been amended and expanded, becoming a permanent part of the U.S. tax code in 2015.

Commercial real estate continues to navigate a challenging and evolving post-pandemic environment characterized by higher interest rates, inflation and a lower demand for office space. As a result, chief financial officers (CFOs) are challenged to help their companies balance reduced market demand with increasing operating and financing costs.

If your company was impacted by the COVID-19 pandemic in 2021, you might qualify for the ERTC.

In a significant development for environmental progress, the IRS has announced new guidelines under the Inflation Reduction Act (IRA), enabling not-for-profits and other tax-exempt entities to access valuable clean energy tax credits. 

House Ways and Means Committee Chairman Jason Smith (R-MO) and Senate Finance Committee Chairman Ron Wyden (D-OR) on Jan. 16 announced an agreement to extend several business and individual tax incentives that recently expired. 

While the employee retention tax credits (ERTC) had a bumpy road in 2023, business owners should not lose sight of the value this popular tax credit offers and be sure to watch for upcoming deadlines to file.

The IRS has announced a voluntary disclosure program to allow certain employers who received questionable Employee Retention Tax Credits (ERTC) to repay them at a discounted rate.

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

As the year draws to a close, not-for-profit organizations find themselves at a critical juncture: reflecting on the past and planning for the future. A key area of focus? Cash flow management. With the unique challenges of delayed grant reimbursements and seasonal revenue patterns, the upcoming year presents an opportune time for not-for-profits to fine-tune their financial strategies.

As we approach the end of the year, businesses are focusing on strategies to save money and make financially sound decisions for 2024. A key approach in this endeavor is cost segregation, an effective method to increase near-term cash flow by deferring federal and state income taxes for new constructions, renovations or newly acquired buildings through accelerated depreciation deductions. 

The following provides key takeaways from CBIZ Marks Paneth’s Oct. 26 Real Estate Market Update Mixer, hosted by Managing Directors Michael Siino and Neil Sonenberg. 

The MainStreet Index (MSI) takes the pulse of and gauges the outlook for small andmid-sized businesses (SMBs) amid the current economic downturn. The resultsfrom the third quarter of 2023 show three primary areas of concern for SMBs: apotential recession, interest rate hikes and a shortage of skilled workers.

In a slow-growth economy, managing your working capital is critical. Answer these four questions to get started.

Including dental and vision insurance in your benefits plan can enhance employee attraction and retention efforts and reduce long-term medical costs.

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the May reading of the CBIZ Small Business Employment Index and what the data means for small businesses as the economy shows strength.

Breaking down barriers: How tearing the paper ceiling withskills-based hiring fosters a more flexible, diverse, and innovative workplace.

Enhance your small business' ability to attract and retain employees with a strong employee benefits package, revamped recruiting and hiring tactics and more.

Discover how to create a better work environment by taking strategic actions, communicating transparently, and building trust. Learn the essential steps that leaders can take to improve employee retention, boost productivity, and achieve long-term business success.

Discover how to elevate your sales team's performance with 10 strategic approaches to optimizing your sales compensation plan.

The Department of Labor (DOL) issued a final rule on April 23, 2024 that substantially increases the salary thresholds for overtime exemptions under the Fair Labor Standards Act (FLSA). Employers now need to decide—increase pay for exempt employees paid below the new salary threshold to maintain the exemption or reclassify these employees to non-exempt, track hours and pay overtime to comply. 

In today’s talent market, a competitive compensation package is critical to attracting and retaining the best people. But do you truly know if your compensation is competitive across organizational types?

From dental and vision insurance to disability and critical illness coverage, discover the top voluntary benefits to add to your employee benefits package.

Navigate the new workforce landscape with insights on the FTC’s rule banning noncompetes — What it means for employers and employees. Read on for compliance tips!

Anna Rathbun, CFA, Chief Investment Officer, CBIZ, Inc., discusses the April reading of the CBIZ Small Business Employment Index and what the data means for small businesses as the economy shows strength.

Explore the transformative future of manufacturing with insights into automation, AI, and the pressing talent gap. Learn strategies to adapt and excel in digital industrial evolution.

The FTC's ruling against non-compete clauses marks a significant shift in executive retention strategies, promoting long-term incentives over restrictive agreements to enhance innovation and executive mobility.

The employee experience refers to every interaction an employee has with your organization and its people. Each workplace exchange, reward and relationship has the potential to positively or negatively impact this experience and your company’s reputation as a whole.

Discover the key metrics of employee experience and tactics to help you gather qualitative and quantitative data to measure your employee experience strategy.

AI has been one of the hottest topics among organizations across all industries for several years. Rightfully so — the tool has become a time-saver and valuable resource, simplifying once time-consuming tasks with the hit of a button. 

On May 31, 2024, the Office of Management and Budget (OMB) issued the highly anticipated 2024 Compliance Supplement, setting the tone for entities with fiscal year ends ending June 30, 2024, and thereafter.

Stay informed about the Department of Labor's new overtime rule and its impact on salaried workers. Ensure your HR and payroll processes comply with federal regulations.

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

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

Dive into the latest EEOC annual performance report to assess the Commission’s FY 2023 progress in combating employment discrimination.

Avoid contractor fraud with insider tips. Know the scam signs and safeguard your business renovation projects. Read our article for peace of mind.

This article explores the top five cybersecurity trends of 2024, offering insights into these threats and equipping business leaders with the knowledge necessary to be proactive and stay vigilant.

Navigate the new workforce landscape with insights on the FTC’s rule banning noncompetes — What it means for employers and employees. Read on for compliance tips!

Explore the critical role of internal controls in not-for-profits, ensuring financial health, preventing fraud, and building donor trust. Click to learn more.

Commercial real estate continues to navigate a challenging and evolving post-pandemic environment characterized by higher interest rates, inflation and a lower demand for office space. As a result, chief financial officers (CFOs) are challenged to help their companies balance reduced market demand with increasing operating and financing costs.

Ransomware risk is real and rising. Discover how to shield your organization with proactive measures, from early detection to rapid response systems.

Discover how CFOs, HR professionals, and risk managers cancollaborate to enhance operational efficiency, ensure workforce resilience, andunlock cost savings through strategic HRIS systems, engagement, and retentionstrategies.

Discover the critical role of maintaining robust financialhealth in securing favorable insurance terms. Dive into the insightsunderwriters seek and strategies to optimize your organizational standing.

Stay ahead in 2024 with top Cybersecurity Trends: From AI risks to legal collaborations, learn how to fortify your defenses against costly cyber incidents.

Today’s economy is marked by volatility, and recessionary potential continues to bloom; this mix of indicators necessitates a focus on accounting for asset impairment. 

The challenges of rising interest rates, a sluggish economy and the possibility of a recession are all factors that have the potential to weigh heavily on the financial health of companies.

On March 10, 2023, Silicon Valley Bank (SVB) became the second-largest financial institution failure in United States history.

Here we will outline ways to protect your organization from credit risks, ensuring a soft landing if your banking partner experiences a hard fall.

On March 10, 2023, Silicon Valley Bank (SVB) was closed by the California Department of Financial Protection and Innovation, representing the second-largest failure of a financial institution in US history. When SVB announced it would incur a $1.8 billion loss on the sale of $21.0 billion of assets, depositors rushed to withdraw their funds, causing SVB to shut down after concerns about its liquidity and solvency. The regulatory response has so far been quick, and experts believe that these decisive actions from regulators’ efforts will likely prevent further financial contagion. But markets remain on edge.

The IPO market has hit a relative standstill after frothy valuations, easy money and investor enthusiasm drove a record-setting 2021.

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

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

CBIZ Private Equity Advisory provides an assessment of the current M&A Market conditions and trends, including a State of the Economy, A Soft Landing Doesn’t Mean We're Out of the Woods and this quarter’s What’s Trending focus where we take a look at the transaction risks posed by improper ERTC claims.

The mergers and acquisitions (M&A) landscape is currently facing an unprecedented era of uncertainty, with historically low transactions, rising interest rates and broader concerns about economic volatility.

Discover the benefits of integrating ERP and HRIS systems for enhanced efficiency, data accuracy, streamlined processes, and improved decision-making. Learn how this integration elevates HR management and delivers a better employee experience.

Explore the importance of evaluating your ERP system for optimal business health. 

See what employers are prioritizing and focusing on for 2024, including talent retention, health care cost-containment, regulatory compliance and more.

In the realm of remote work culture, leadership is tasked with guiding teams through the return-to-office mandates, balancing organizational needs and workforce preferences. This article explores the evolving role of executives in navigating the complexities of leading teams across distances amidst the transformed employment landscape.

Here are three initial steps to get started on your businesssuccession journey.