Benefits

September 10, 2021 

Unless you’ve been marooned on a desert island somewhere for the last few decades, you should know all about the benefits of Roth IRAs. But you may have built a sizeable nest egg in a traditional IRA, including a rollover from a 401(k) or other ...

September 10, 2021 

The enterprise sales cycle is typically measured in months, if not years. Products and services are often complex, and when you’re helping companies automate their vendor payments like I am, you’ll end up working through some process changes.

September 10, 2021 

The 2021 Brandon Hall Group HCM Excellence Awards recognize organizations that went above and beyond to support their customers during the unprecedented disruption caused by the COVID-19 pandemic. The “Best Use of a Blended Learning Program,” for which ..

September 9, 2021 

It’s said that digital transformation is a journey rather than a destination. But it’s not all a smooth, consistent ride, as the pandemic has proven. It was digital technology that was forced into rescue mode as it helped us adapt quickly to ...

Paul McDonald

September 8, 2021 

With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.

Amy Vetter

September 7, 2021 

Even before the pandemic some CPAs worked from home, running their own small firms providing services for local businesses and individuals. For CPAs who work for larger firms and were in an office setting daily, shifting to remote work was a new ...

September 7, 2021 

Some form of a national, paid family and medical leave program is supported by a majority of U.S. workers. One of the findings supporting the proposed 2019 Family Act was that such a program “has the support of more than eight in ten voters across ...

Richard D. Alaniz, JD

September 3, 2021 

CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021. Concurrent w

September 3, 2021 

CBIZ Accounting, Tax & Advisory Services, a subsidiary of CBIZ, has acquired the non-attest assets of Shea Labagh Dobberstein (“SLD”) of San Francisco, CA, effective September 1, 2021.

September 1, 2021 

Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...

September 1, 2021 

The George Willie program provides a scholarship and internship to ten ethnic minority accounting students who intend to pursue a CPA. The AICPA provides a scholarship of up to $10,000 to each student to assist with their final academic year.

August 31, 2021 

Turn this year into the year you can set your firm and clients up for further success by testing the waters on operational goals and new products, before diving in. Becoming fully virtual doesn’t need to be the end goal but taking steps to modernize ...