BIZGrowth Strategies

BIZGrowth Strategies

Dive into our latest newsletter with insights on timely business topics, ranging from cybersecurity and Trump administration policy shifts to new benefit plan limits and retirement plan compliance . . . and more!


Cybercriminals don’t see small vendors as insignificant; they see them as easy entry points. In fact, more than 50% of breaches occur through third parties. Learn how hackers attack small organizations and get cybersecurity strategies to protect your business and clients.

READ NOW

Connect with our cyber professionals to strengthen your defenses.


Trump's Anticipated Policy Shifts: The Impact on Employer Risk

As experts anticipate changes in workplace safety and employee classifications under the new administration, organizations should prepare for potential increases in liability exposure and rising insurance needs. We share changes to watch and offer strategies to help mitigate risks and stay ahead of evolving regulations.

MITIGATE YOUR RISKS

For guidance on how these shifts may impact your business, let’s connect.


The new segment reporting rules enhance transparency in financial disclosures, especially around segment expenses, focusing on ensuring public companies provide detailed information about significant segment expenses and their composition. Companies should review internal processes now to meet these evolving requirements.

LEARN MORE

Have questions about the new segment reporting rules? We’re here to help.


Navigating Employee Deductions for Charitable Contributions

This season of giving, a payroll deduction program simplifies charitable contributions, helping employees support causes they care about. Tracking these contributions also provides an opportunity to showcase your team’s collective impact. Discover best practices for managing donations and fostering a culture of workplace philanthropy.

DISCOVER BEST PRACTICES

See how we can help you streamline the process.


Many employee benefits are subject to annual dollar limits that are adjusted for inflation by the IRS each year. To help your organization stay compliant, we've outlined the updated limits for 2025. Be sure to review these changes and update your plans accordingly.

GET THE UPDATES

Maintain compliance in 2025 with CBIZ.


When it comes to retirement plan compliance, there’s a great deal to stay on top of. Our retirement plan compliance calendar includes key deadlines and reminders to be aware of in 2024, such as:

  • Employee Census Data Submissions
  • Corrective Distribution Processing
  • Form 5500 Filings
  • Extension Deadlines for Government Filings

VIEW THE CALENDAR

Find out how we can help you manage every aspect of a retirement plan.



Ready for 2025? Make Sure Your Life Insurance Policy is Too

Life changes, such as buying a home, starting a business, getting married (or divorced) or welcoming a baby, and evolving financial goals can impact your coverage needs; an annual check-up ensures you have the right coverage. We dive into the why and how of a policy review.

SAFEGUARD YOUR FUTURE

Let’s get your policy review started!


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DISCLAIMER: This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. This information is general in nature and may be affected by changes in law or in the interpretation of such laws. The reader is advised to contact a professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in laws or other factors that could affect the information contained herein.

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

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