CBIZ

A key California tax ruling could impact nonresident partners. The California OTA rejected the FTB’s approach to sourcing certain gains from partnership interest sales. See what the decision could mean for taxpayers. okt.to/JsBbWr

Higher financing costs. Greater selectivity. Shifting competition. What does it all mean for #privateequity? Explore the forces shaping deals, exits & capital deployment in our Q3 2026 PE Market Update. okt.to/7JuvPs #MergersAndAcquisitions

When tax questions become tax disputes, preparation matters. Learn how a strategic approach can help you navigate uncertainty and manage risk throughout the tax controversy process. okt.to/O2odsQ #TaxControversy

How secure is your smart building? As properties become more connected, #cybersecurity is increasingly critical to protecting operations, tenant data & portfolio value. okt.to/BWsvP3 #SmartBuildings

Still relying on outdated construction accounting systems? Join us to see Sage Intacct Construction in action, with automation, real-time reporting & tools built for contractors. Register today: okt.to/5RKvCo #ConstructionAccounting

Move beyond broad pay increases. Discover how a more strategic approach to #healthcarecompensation can help turn pay into a meaningful workforce investment. okt.to/pPt42m #WorkforceStrategy

What could impact your 2027 #taxstrategy? From legislative changes & tariffs to cash flow and compliance trends, our 2027 Tax Planning Guide breaks down key considerations for the year ahead. okt.to/Zlobk1 #TaxPlanning

Winter damage often starts before the first freeze. ❄️ For innkeepers, fall is the time to address roof leaks, drainage issues & water risks before colder weather turns small problems into costly losses. okt.to/JKdmeS #Hospitality #RiskManagement

Cybersecurity controls, cyber insurance and incident response are stronger when they work together. Learn how aligning all three can help organizations reduce risk and improve #ransomwarerecovery readiness. okt.to/Xkmg9f #CyberSecurity

What should founders be doing before they’re ready to sell? Kelly O’Neil, CBIZ West Region Private Equity Leader, shares insights with @LATimesStudios_ on building transferable value, reducing business risk and preparing for a stronger future exit. okt.to/kvWAMS

Your #shorttermrental could offer more than rental income. For some taxpayers, material participation + cost segregation may unlock meaningful deductions. But timing, personal use & documentation matter. See how the #taxstrategy works. okt.to/QsHJ2e #RealEstate

#RetirementPlans have changed. Has your approach kept up? Paula Lewis explores why today’s evolving responsibilities call for greater structure, specialized knowledge and disciplined oversight in an article for @Benefits_PRO. okt.to/qJCekw

In divorce matters, financial red flags can hide in plain sight. Unexplained transactions, missing records or assets that don’t add up may signal the need for a closer look. okt.to/uwasVj #ForensicAccounting

Going from public to private can make incentive compensation more complex. See how we helped bring clarity to incentive unit awards, helping stakeholders navigate valuation considerations with greater confidence. okt.to/26WHXp

New seasonal adventure offerings can mean new revenue and new risk. Added activities, bundled services & third-party vendors may create exposures your everyday coverage wasn’t built for. See what to review. okt.to/R8in0E

For life sciences companies, raising capital is only part of the equation. Equity, debt, SAFEs, warrants & royalties can create very different accounting and valuation impacts. Evaluate the terms before the deal is final. okt.to/T6V49W

An SEC exam starts before the notification letter arrives. The SEC’s new Exam Handbook gives RIAs greater insight into how reviews are selected, conducted and resolved, making everyday readiness critical. okt.to/6Rhju8

How has Los Angeles helped shape the #fashionindustry we know today? Ron Friedman continues his look back at the people, businesses and moments behind the industry’s evolution in Fashion Mannuscript. Read the article here: okt.to/DlwF9q

Your workforce can look fully staffed and still lack the capacity to execute. As 2027 approaches, employers are reassessing skills, hiring, retention & workload to uncover hidden readiness gaps. See what to evaluate: okt.to/6zms4N #WorkforceStrategy

Holiday bookings can boost revenue, but higher occupancy can also mean greater risk. Now is the time to inspect your #vacationrental, address maintenance issues and review your coverage before the booking rush. okt.to/6PpVIF