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CBIZ & MHM Financial Executive Insights

CBIZ and MHM* have streamlined our various audit, tax and advisory publications into a consolidated format. The CBIZ and MHM Financial Executive Insights is distributed every Wednesday and contains a variety of articles and webinars that are often relevant to your circumstances.

Not-for-Profit Viewpoint

Not-for-Profit Viewpoint is a monthly publication produced by our National Not-for-Profit Practice Group that details news affecting not-for-profit and educational organizations.

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Featured Insights:

June 07, 2024Why a Robust Internal Controls Plan Is Essential Before You Go Public

Learn how implementing an effective internal controls plan can safeguard your company's financial integrity, streamline operations, and position you for IPO success.

Understand the complexities and political dynamics as the Senate tackles the significant tax package this summer. Discover the challenges and support it faces.

Stay ahead with the latest changes to Title IV Institutions: new financial and administrative requirements starting July 1, 2024. Learn what's needed for compliance.

Webinars:

Webinar

June 06, 2024Second Quarter Accounting and Financial Reporting Issues Update 2024

This quarterly webinar will bring you up-to-date on hot topics, technical matters and current events that affect financial reporting.

Webinar

June 06, 2024Eye on Washington Quarterly Update Q2 2024

Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

Webinar

May 30, 2024Corporate Transparency Act, Beneficial Ownership Reporting and the Implications for Businesses

Navigate the complexities of the Corporate Transparency Act with our detailed overview. Ensure your business is ahead in compliance and transparency.

Case Studies:

April 03, 2024New Financial Model Fuels Strategic Growth Decisions

As your business grows and evolves, CBIZ Outsourced Accounting Solutions ensure your financial processes seamlessly keep up.

As your business grows and evolves, CBIZ Outsourced Accounting Solutions ensure your financial processes seamlessly keep up. Gain expert support and tailored technology integration to streamline your operations and enhance decision making. With our customizable and scalable services, you’re equipped to confidently navigate any change.

A public company operating as an online retailer of specialty pet medications and supplies needed technical accounting assistance, both with SEC reporting and the transition to and configuration of Workiva, a document and data collaboration platform.

CBIZ In the News:

In The News

June 10, 2024The tax deadline for American expats is June 17 — here are some key things to know - Features Rachel Martens

Rachel Martens, CNBC

In The News

June 10, 2024States Stepping Up Efforts To Tax Former Residents, Advisors Say - Features Mark Baran

Kateryna Melnikova, Financial Advisor

In The News

June 08, 2024Three IRS Tax Deadlines for June 17 - Features Mark Baran

Rachel Martens, Kiplinger

Whitepapers:

June 24, 2024Inflation-Proof Your Inventory: The Strategic Role of LIFO Inventory Management

Explore the strategic benefits of LIFO Inventory Management in our comprehensive guide. Learn how to protect your assets against inflation and improve your business's financial health and competitiveness.

Master the single audit with authoritative advice from seasoned professionals. Learn to manage federal funds effectively and adhere to stringent regulations in our comprehensive overview.

Facing estate taxes can be daunting, but with the right strategies, securing your legacy becomes easier. Learn how with our comprehensive guide.

*MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and other attest services, and works closely with CBIZ, a business consulting, tax and financial services provider.