As a division of CBIZ, Inc. a publicly held company, CBIZ Special Risk has access to some of the most revered and brilliant minds in the financial, legal, and insurance industries. As part of the 8th largest accounting, tax and advisory provider in the country, we also have access to the CBIZ National Tax Office in Washington, DC. We work in unison with our technical tax division to stay abreast of the current tax and legislative environment to benefit the financial advisors we work with.
With exclusive access to this talent, CBIZ Special Risk will gladly make these practice management resources available to you as a value-add to help you manage and grow your business. Some of the expertise available to our top tier financial advisors includes: Tax, Legal, Valuation, Payroll, and other Risk Management Solutions including Disability Insurance, Annuities, and Long-Term Care Insurance products.
Posted on January 4, 2012
Phil Noftsinger Comments on Popular Jobs for 2012:Industries That Seek Workers in 2012 Dan Rafter - Gatehouse News Service 3 January 2012 The Evening Tribune Copyright 2012 The Evening Tribune. All Rights Reserved. Distributed by NewsBank,... read more »
Posted on March 24, 2011
3/23/2011 1:12 PM ET By U.S. News & World Report If it's a target-date fund, that's a good question to ask. The 2008 crisis exploded the myth that these 'set and forget' investments are all equally safe. Target-date funds sound simple... read more »
Posted on March 14, 2011
By CAROLE FELDMAN Associated Press WASHINGTON — Is your tax bill too high? You may be able to cut it and save for retirement at the same time. You can make a contribution to an Individual Retirement Account (IRA) until April 18, this... read more »
Posted on March 10, 2011
What's on the watch list for 2011? Plenty. Marie Leone - CFO Magazine February 1, 2011 The Bush tax-cut debate may have captured the headlines leading up to the new year, but there are at least half a dozen lower-profile tax issues that CFOs... read more »
Posted on March 10, 2011
Many familiar provisions remain, but tricky differences lurk By Andrea Coombes, MarketWatch SAN FRANCISCO (MarketWatch) — Your 2010 return is less complicated than it might have been, thanks to the Tax Relief Act in December, but there are... read more »
Posted on December 15, 2010
As part of the 7th largest public accounting firm, CBIZ Special Risk has access to some of the brightest tax professionals. Our close partnership with our accountants helps our brokerage stay abreast of the changing tax landscape. With a unique... read more »
Posted on October 29, 2010
As 2011 quickly approaches, it’s important to get to clients now regarding year end planning opportunities. The Roth IRA Conversions is just one example. Is it an opportunity or dilemma? With just 2 months to go, now’s the time to get... read more »
Posted on October 6, 2010
In 1789, Benjamin Franklin wrote to French physicist and writer Jean-Baptiste Leroy that “in this world nothing can be said to be certain, except death and taxes.” Thankfully, the Founding Father met with the former certainty before facing the... read more »
Posted on June 15, 2010
June 7, 2010 -- The IRS has set July 21 as the deadline to apply for the Qualifying Therapeutic Discovery Project Credit (QTDP Credit), enacted as part of the recent Healthcare Reform legislation (HCR). The maximum amount available for these tax... read more »
Posted on June 15, 2010
The signing into law of comprehensive health care reform legislation in late March 2010 marked a watershed event in the evolution of the U.S. health care system. With the stroke of a pen, President Barack Obama set in motion a series of complex,... read more »