Streamline Not-for-Profit Grant Management With Sage Intacct
This article discusses how Sage Intacct helps not-for-profit organizations simplify grant management. It highlights Sage Intacct's features for tracking, reporting, and automating reimbursement processes, including options for both basic Grant Dimension tracking and a comprehensive Full Grant Tracking and Billing Module. The platform aims to reduce administrative burden and enhance financial transparency, allowing organizations to focus more on their mission.
CBIZ Inc (CBZ) Shares Up 3.98% on Apr 6
Shares of CBIZ Inc (CBZ) rose 3.98% in mid-day trading on April 6th, settling at $28.71. Wall Street analysts have an average target price of $44.33 for CBZ, implying a 54.42% upside, and an "Outperform" consensus recommendation. GuruFocus estimates the GF Value for CBIZ Inc in one year to be $90.20, suggesting an even larger upside of 214.18%.
April 2026 Regulatory & Legislative Update
This April 2026 regulatory and legislative update covers several key issues impacting businesses and employees. It details a federal court decision allowing an ERISA class action case against JPMorgan Chase to proceed, highlights the importance of clear beneficiary designation procedures following a significant court ruling, and clarifies the DOL's reinstatement of the "Five-Part Test" for investment advice fiduciaries. Additionally, the article addresses the "GLP-1 dilemma" for health plans regarding high-cost medications and outlines new Washington PFML premium adjustments and forthcoming paid sick and family leave bills in Virginia.
BMO Capital Initiates CBIZ Inc(CBZ.US) With Buy Rating, Announces Target Price $33
BMO Capital has initiated coverage on CBIZ Inc (CBZ.US) with a "Buy" rating. The firm has set a target price of $33 for the company's stock.
Marcum Valuation Lawsuit Might Change The Case For Investing In CBIZ (CBZ)
A federal judge denied CBIZ's motion to dismiss a lawsuit alleging Marcum, now part of CBIZ, undervalued AmeriTex Holdings. This case, involving a former executive's claim of being shortchanged on his equity stake, puts CBIZ’s post-acquisition conduct and quality control under scrutiny. The ongoing litigation highlights potential risks to CBIZ's investment narrative, despite favorable analyst coverage focusing on Marcum-driven scale benefits and recurring revenues.
Tax Credits and Incentives Through the Lens of Middle market Decision Mindsets
This article discusses how middle market businesses can strategically utilize tax credits and incentives to navigate economic uncertainty and maintain growth. It highlights the importance of R&D, accelerated cost recovery, and workforce incentives in reducing costs and improving cash flow, enabling companies to sustain critical initiatives. The piece also provides a practical playbook for leaders, covering eligibility mapping, scenario building, documentation, and cross-functional governance, while advising on pitfalls to avoid.
From AI Risk to Readiness: Establishing Guardrails to Promote Growth for Law Firms
This article discusses the increasing use of AI in law firms, often without formal adoption, and the need for clear guardrails to manage risks like hallucination, confidentiality breaches, and intellectual property issues, while still enabling efficiency. It emphasizes the importance of visibility into AI usage, verification practices, policy development, and leveraging standards like ISO 42001 to ensure responsible and growth-oriented integration of AI. The author, John Verry from CBIZ, encourages firms to inventory AI use, implement acceptable-use checklists, and formalize AI risk management programs to turn "shadow AI" into a strategic advantage.
Regulatory Update: DOL Proposes Fiduciary Safe Harbor for 401(k) Investment Selection
The Department of Labor (DOL) has proposed a new rule to establish a fiduciary safe harbor for selecting investment options in 401(k) plans, particularly those involving alternative assets. This proposal, prompted by President Trump's executive order, aims to clarify ERISA fiduciary duties. It outlines six core factors (performance, fees, liquidity, valuation, benchmarking, complexity) that fiduciaries must consider to satisfy prudence requirements, potentially expanding the use of alternative assets in defined contribution plans.
March 2026 Recap | On The Margin
The "March 2026 Recap | On The Margin" report highlights a challenging month for global markets, characterized by a broad selloff. Geopolitical conflict in the Middle East led investors to struggle in assessing global implications, resulting in nearly every major asset class finishing lower and most entering negative territory year-to-date. The full publication offers a detailed analysis of these market movements.
[ARS] CBIZ, Inc. SEC Filing
This article announces an SEC filing (Form ARS) by CBIZ, Inc. (CBZ) on April 2, 2026, at 4:29 PM. The filing is assessed to have low impact and neutral sentiment. The article provides details about the filing, links to the original document on SEC EDGAR, and lists recent news and other SEC filings related to CBIZ.
CBIZ (NYSE: CBZ) plans 2026 shareholder meeting on directors, auditor and pay
CBIZ, Inc. (NYSE: CBZ) is calling its shareholders to an Annual Meeting on May 14, 2026, to vote on the election of two directors, the ratification of KPMG LLP as its independent registered public accounting firm, and an advisory resolution on named executive officer compensation. The proxy statement details the company's governance structure, including a classified nine-member board and a pay-for-performance executive compensation philosophy linking incentives to pre-tax income and total revenue growth. Key financial figures and compensation details for named executive officers are provided, alongside information on the company's commitment to ESG and CSR programs.
Texas Updates Franchise Tax Revenue Determination Rules
The Texas State Comptroller has adopted new rules for calculating franchise (margin) tax, effective March 1, 2026, for periods ending in 2025. These amendments align most revenue and deduction calculations with current federal tax law, except where Texas statutes specifically reference older Internal Revenue Code (IRC) provisions. Businesses should review their tax calculations for the 2026 report to ensure compliance with these updated regulations.
CBZ Stock Price, Quote & Chart | CBIZ INC (NYSE:CBZ)
CBIZ INC (NYSE:CBZ) stock is currently priced at $28.28, having increased by 2.43% today but showing significant declines over longer periods. The company has a market cap of $1.557 billion and reported an EPS of -0.7 and revenue of $542.66M in its last earnings report, missing expectations. Analysts have an average price target of $51 for CBZ, expecting an 80.34% increase, with projected EPS growth of 7.26% and revenue growth of 1.6% for the next year.
Allspring Global Investments Holdings LLC Acquires 155,563 Shares of CBIZ, Inc. $CBZ
Allspring Global Investments Holdings LLC increased its stake in CBIZ, Inc. by 18.9% during the fourth quarter, acquiring an additional 155,563 shares, bringing its total ownership to 977,046 shares valued at approximately $49.63 million. This comes as CBIZ CFO Brad S. Lakhia also recently increased his direct holdings by purchasing 12,775 shares. Despite missing recent earnings estimates, CBIZ holds a "Moderate Buy" analyst rating with an average target price of $46.50 and has issued FY2026 guidance forecasting EPS between $3.75 and $3.85.
Minimizing Client’s State Sales Tax Liability
CBIZ successfully reduced a client's New York State sales tax assessment from $550,000 to $30,000 by reclassifying transactions as non-taxable professional services. The strategy focused on the primary purpose of the transactions and adjusted the sourcing of remaining taxable services. This resulted in significant financial relief for the technology client.
Navigating the Rise of Resale and Rental Platforms: Strategies for Fashion Brands
The fashion industry is undergoing a significant transformation due to the rise of resale and rental platforms, driven by younger consumers seeking sustainable and affordable options. This trend presents both challenges and opportunities for fashion brands, who can capitalize on it through direct-to-consumer resale, rental partnerships, sustainability storytelling, and data insights. While concerns exist regarding cannibalization and operational complexity, embracing these circular models is crucial for brand loyalty, new revenue streams, and an enhanced sustainability profile.
CBIZ, Inc. (NYSE:CBZ) Receives Consensus Recommendation of "Hold" from Brokerages
CBIZ, Inc. (NYSE:CBZ) has received a consensus "Hold" rating from six brokerages, with an average 1-year price target of $46.50. This comes despite the company missing its latest quarterly earnings and revenue estimates, though revenue did increase by 17.9% year-over-year. Insider activity shows CFO Brad S. Lakhia recently purchased 12,775 shares, increasing his holdings by over 9%.
BMO Capital Initiates CBIZ at Outperform With $33 Price Target
BMO Capital has initiated coverage on CBIZ, Inc. (CBZ) with an Outperform rating and a price target of $33. This positive analyst report suggests a favorable outlook for the business support services provider. The article also lists recent news about CBIZ, including previous analyst ratings, earnings calls, and share repurchase plans.
Risk Management in the Age of Innovation
Digital transformation, including AI and automation, offers significant efficiency gains for middle-market companies but also introduces new, complex risks across strategic, operational, compliance, and cyber fronts. Many companies prioritize innovation, often sidelining risk management, which can lead to significant consequences like data breaches and reputational harm. To balance innovation with risk, companies should integrate robust risk management practices throughout the digital transformation lifecycle, including early risk assessments, updated internal controls, enhanced data governance, ongoing training, and cross-functional governance.
IPO Market Recovery Signals Growth Opportunities for the Life Sciences Sector
The IPO market for the life sciences sector is showing signs of recovery in 2026 after several years of slowdown, driven by improved investor risk appetite, positive clinical trial outcomes, and pent-up demand. Companies with late-stage assets, defined regulatory pathways, and strong financial readiness are best positioned to go public. Despite the rebound, challenges like valuation sensitivity and geopolitical uncertainty persist, requiring emerging companies to address operational gaps for sustainable success.
Preparing for an Extra Bi-Weekly Payroll Period in 2026
Employers using bi-weekly payroll need to prepare for a unique situation in 2026, where a year-end federal holiday might cause an extra, 27th pay period. This anomaly, affecting 43% of U.S. organizations, has significant implications for compensation, benefits, and compliance, potentially altering salaried employee exempt status and annual budgets. Organizations must plan now to avoid complications, considering options like pro-rated paychecks or issuing an additional paycheck, while also notifying employees and verifying withholdings.
Investment Advisor Firm Adopts Customer-First Approach to Managed Services
An independent wealth management and financial planning firm experienced rapid growth but faced IT challenges, including high latency in legacy applications and inefficient IT support. They partnered with CBIZ, selecting them due to their detailed discovery process, SOC 2 audit certification, and tailored IT solution. This collaboration led to enhanced IT operations, improved user experience, streamlined workstation and device management, optimized file management, centralized password and application management, and ongoing security enhancements.
Balancing Innovation & Risk When Implementing AI: CBIZ Webinar Highlights
A recent CBIZ webinar, "AI’s Balancing Act: Harnessing Power While Managing Risks," discussed the effective implementation of AI while managing associated risks. Key insights included understanding AI as an "extractive" two-way training machine, aligning AI initiatives with clear business objectives, and establishing guardrails and training for employees. The discussion also highlighted the importance of managing new risks introduced by AI, such as cybersecurity vulnerabilities and "shadow AI," to balance innovation with responsible oversight.
Accounting for Contingencies for Not-for-Profits
Not-for-profit organizations face uncertainties that can lead to contingencies, necessitating careful evaluation and accounting for accurate financial statements. Contingencies can result in potential losses or gains, with loss contingencies requiring accrual or disclosure based on probability and estimability. Common loss contingencies for not-for-profits include noncompliance with donor restrictions, potential loss of tax-exempt status, and litigation, while gain contingencies are only accrued when virtually certain.
From Frustration to Efficiency: How CBIZ Transformed HR and Payroll
CBIZ helped a real estate company with 1,000 employees overcome significant HR and payroll challenges, transitioning them from disparate, inefficient systems to a single, integrated platform. This transformation led to substantial cost savings, improved reporting, increased HR productivity, and personalized support. The company now benefits from streamlined processes and enhanced strategic capabilities for its HR team.
Navigating Conflicts: Fairness Opinions in Private Equity Related-Party Deals
Related-party transactions in private equity, such as GP-led continuation funds or cross-fund transfers, often face scrutiny due to potential conflicts of interest and questions of self-dealing. A fairness opinion provides an independent financial assessment of such transactions, ensuring the consideration is fair from a financial perspective for specified parties. This independent analysis helps to reduce risk, support fiduciary duties, and build confidence in decision-making processes, especially when market checks are limited or conflicts are hard to mitigate.
Modernizing Payroll and Benefits for Organizational Growth
This case study details how CBIZ helped a not-for-profit organization overcome challenges with its previous professional services provider, which included high costs, lack of support, and an outdated system for payroll, HR, and benefits administration. CBIZ implemented a unified solution, Centrally HR platform, that integrated payroll and benefits, automated performance reviews, and improved communication, resulting in significant cost savings and higher service levels for the client. The new system provided a modern, user-friendly experience, empowering employees and streamlining operations.
Vanguard disaggregates CBIZ stake (NYSE: CBZ) — 0 shares reported
The Vanguard Group filed an amended Schedule 13G/A, reporting 0 shares and 0% ownership of CBIZ Inc. common stock. This change is attributed to an internal realignment and disaggregation of certain subsidiaries, as per SEC Release No. 34-39538, which means beneficial ownership for these shares will now be reported separately by the disaggregated entities. The filing emphasizes that this is a procedural change, not an indication that Vanguard no longer manages accounts holding CBIZ shares.
SG Americas Securities LLC Takes $35.65 Million Position in CBIZ, Inc. $CBZ
SG Americas Securities LLC has initiated a significant position in CBIZ, Inc. (NYSE:CBZ) by acquiring 706,709 shares valued at approximately $35.65 million. This move comes as CBIZ reported a revenue increase of 17.9% year-over-year despite missing EPS and revenue estimates in its latest quarter, and its CFO recently purchased additional shares. Analysts currently rate CBIZ as a "Hold" with an average price target of $60.
Brewer, Attorneys & Counselors: Former CFO Prevails – Judge Denies CBIZ Bid to Halt Valuation Fraud Lawsuit; Discovery to Proceed
A federal judge has denied motions by CBIZ Inc. and CBIZ MAG LLC to halt a lawsuit alleging valuation fraud, allowing the case to proceed into full discovery. Christopher Podlasek, former CFO of AmeriTex Holdings LLC, claims that Marcum LLP conspired to produce a materially understated business valuation, depriving him of over $25 million owed for his equity stake. The ruling paves the way for a trial to investigate allegations of intentional breaches of duty and shines a light on corporate valuation services.
CBIZ (NYSE:CBZ) Reaches New 52-Week Low - Here's What Happened
CBIZ (NYSE:CBZ) shares dropped to a new 52-week low after reporting Q4 results that missed analyst estimates for both EPS and revenue, despite significant year-over-year revenue growth. The company's EPS guidance for FY2026 is notably higher than current analyst estimates, indicating a potential disconnect in market expectations. Insider buying by the CFO and substantial institutional ownership highlight activity despite the recent dip.
Cbiz Inc stock hits 52-week low at 25.44 USD
CBIZ Inc (CBZ) stock has fallen to a 52-week low of $25.44, representing a 64% decline from its 52-week high of $80.65. Despite this significant drop, InvestingPro data suggests the stock is undervalued with a Fair Value of $43.56. The company recently reported strong Q4 and full-year 2025 revenues, driven by an acquisition, but also an adjusted diluted EPS loss slightly higher than forecasted.
5 Ways Sage Intacct Beats QuickBooks for Specialty Contractors
This article highlights five key areas where Sage Intacct outperforms QuickBooks for specialty contractors, addressing their unique operational challenges. Sage Intacct offers enhanced financial and project visibility through customizable dashboards and reporting, better resource and labor utilization with advanced tracking, and robust inventory management. Additionally, it provides sophisticated customer payment and cash flow management, alongside extensive customization options for specific contractor accounting workflows, making it a more comprehensive ERP solution.
Reducing Claims & Insurance Costs for a Boutique Hotel
CBIZ helped a high-end boutique hotel reduce its insurance claims and costs after identifying and correcting multiple issues. These included an oversight where four units in a separate building were uninsured, and a high number of small laceration claims among staff due to glassware cleaning. By implementing a "white-glove" policy for handling glassware and ensuring all properties were properly insured, CBIZ significantly reduced claims and optimized the client's insurance program.
Complacent Coverage to Real Savings: How a Chocolate Manufacturer Improved Protection and Lowered Costs
A national chocolate manufacturer, seeking to optimize its insurance program, partnered with CBIZ after a new CFO identified a stagnant existing broker relationship and a need for proactive cost management and coverage alignment. CBIZ conducted a comprehensive review, identified inefficiencies, explored new insurance partners, and negotiated better terms, resulting in the manufacturer saving nearly $50,000 annually while enhancing coverage and risk management. This case study demonstrates how a strategic reevaluation of insurance can lead to significant cost reductions and improved protection for growing companies.
Calling All Tech Companies: New Accounting Rules for Software Costs Are Coming
The FASB has issued new accounting guidance (ASU 2025-06) for internal-use software costs, including SaaS and website development, aiming to simplify compliance and improve financial reporting consistency. Effective for annual reporting periods beginning after December 15, 2027, the update introduces a single, more flexible model for capitalizing development costs, departing from the previous sequential stage approach. Technology companies should prepare by coordinating with finance and IT teams, updating capitalization policies, and enhancing project cost tracking and documentation.
Large Refund Opportunity for COVID-Era Interest and Penalties
Recent legal developments suggest that interest charges and penalties on late tax payments and filings that occurred during the COVID-19 emergency disaster declaration might be eligible for refunds or abatement. The Tax Court and the Court of Federal Claims determined a postponement period from January 20, 2020, through July 10, 2023, during which these charges could be deemed suspended. Taxpayers who paid such amounts or still have outstanding balances from this period should promptly file claims with the IRS, with some refund claims potentially needing to be filed by July 10, 2026.
CBIZ Announces Strategic Partnership with CereTax to Deliver End-to-End Sales & Use Tax Compliance
CBIZ has announced a strategic partnership with CereTax, an API-first indirect sales tax automation platform, to help organizations streamline tax determination, reduce compliance risk, and accelerate implementations. This collaboration combines CBIZ’s advisory and managed compliance services with CereTax’s technology to offer real-time tax determination, support complex taxability, and enable streamlined filings. The partnership aims to assist rapidly growing organizations and those with multi-channel or multi-state sales footprints in establishing a sustainable and auditable compliance foundation.
Private Markets Unlock Opportunities for All
Private markets are becoming more accessible to a broader range of investors, moving beyond institutions and the ultra-wealthy due to regulatory changes and technological advancements. This democratization is driven by new fund structures, clearer regulatory guidance from bodies like the DOL and SEC, and digital platforms that reduce operational barriers. While expanding opportunities, it also necessitates careful oversight, investor education about complexity and liquidity, and strong fiduciary duty to ensure responsible participation.
AI Integration: Signals, Pitfalls, Next Steps, and What to Expect
The article discusses the integration of AI in businesses, highlighting the importance of clear strategies and data practices for successful implementation. It outlines key signals indicating readiness for AI adoption, common pitfalls to avoid such as lack of governance or misuse of AI, and crucial next steps like developing a roadmap, ensuring data quality, and establishing proper governance. The piece also anticipates the future of AI with agentic applications.
CBIZ (NYSE: CBZ) CFO RSU vesting leads to 1,647-share tax withholding
CBIZ, Inc.'s Senior Vice President & CFO, Brad S. Lakhia, reported a tax-related disposition where 1,647 shares of common stock were withheld to cover taxes on vesting restricted stock units granted on March 17, 2025. This was a compensation-driven event, not an open-market sale, and Lakhia directly holds 146,832.9545 shares of CBIZ common stock afterward. The filing indicates a routine adjustment for tax obligations associated with RSU vesting.
DFPI Suspends Venture Capital Reporting Requirements
The California Department of Financial Protection and Innovation (DFPI) has suspended the implementation and enforcement of the Fair Investment Practices by Venture Capital Companies Law. This decision, made in response to stakeholder feedback, means venture capital firms are not required to register or file reports by the previously set April 1, 2026, deadline. The DFPI plans to undertake formal rulemaking to refine the law's requirements, and the suspension will remain in effect until final regulations are adopted.
R&D Tax Credits: Fueling Growth for Consumer and Industrial Product Innovators
The article discusses the significant role of R&D tax credits in driving innovation and growth within the consumer and industrial product (C&IP) sector. It details how the R&D tax credit reduces federal income tax, can lower alternative minimum tax, and has beneficial carry-forward rules, while also explaining the impact of recent legislative changes like the One Big Beautiful Bill Act (OBBBA) on R&E costs. The piece outlines the four-part test for qualifying R&D activities and provides examples of C&IP innovations that typically qualify for these crucial tax benefits.
California Assembly Bill 1790 – A Return to Mandatory Worldwide Combined Reporting?
California Assembly Bill 1790 (AB 1790), introduced on February 10, 2026, proposes to phase out the "water’s edge" election, potentially shifting California to mandatory worldwide combined reporting for corporate franchise tax. If enacted, this bill would require all foreign and domestic corporations in a unitary business environment to file a combined report with the Franchise Tax Board by 2028. The bill is expected to significantly impact multinational taxpayers and could raise an estimated $3 billion in additional tax revenue for California, while potentially influencing other states to adopt similar mandatory worldwide filing methodologies.
The Tradeoff Economy: New Research from CBIZ, The Ohio State University and the National Center for the Middle Market Reveals How Middle Market Leaders Navigate High-Stakes Decisions Amid Uncertainty
CBIZ, in partnership with the National Center for the Middle Market and The Ohio State University, released "The Tradeoff Economy" report, analyzing how middle-market leaders navigate critical decisions amidst economic uncertainty. The research surveyed 400 U.S. middle market CEOs, CFOs, and COOs and identified four decision-making mindsets, with a key finding that innovation-focused companies report stronger growth and confidence. The report emphasizes the importance of balancing growth with financial discipline, strategic talent management, accelerated technology investment, and scenario-based decision-making for middle market companies.
CBIZ, Inc. (CBZ) director buys 1,000 shares on open market
CBIZ, Inc. director Rodney A. Young purchased 1,000 shares of the company's Common Stock in an open-market transaction on March 13, 2026. He paid $26.055 per share, increasing his direct holdings to a total of 9,310 CBIZ shares. This transaction was reported in an SEC Form 4 filing.
SEC Reporting Clean-Up Helps Public Dietary Supplement Distributor Deliver Successful Filing
CBIZ assisted a public dietary supplement distributor in revamping its SEC financial reporting process. The company, which previously struggled with late filings and control deficiencies due to a small accounting department, received help consolidating supporting documents and redrafting its 10-Q filing. This intervention led to timely and accurate filings of its 10-Q and 10-K, as well as addressing historical deficiencies identified by its auditor.
The Tradeoff Economy: New Research from CBIZ, The Ohio State University and the National Center for the Middle Market Reveals How Middle Market Leaders Navigate High-Stakes Decisions Amid Uncertainty
CBIZ, in partnership with the National Center for the Middle Market and The Ohio State University, released a new report, "The Tradeoff Economy," detailing how middle market leaders navigate complex business decisions. The research, based on a survey of 400 U.S. middle market CEOs, CFOs, and COOs, identifies four decision-making mindsets and highlights that companies prioritizing innovation show stronger growth and confidence. Key findings include an alignment on prioritizing accuracy over speed, quality over cost, and long-term value over short-term gains, even amid intensifying cost pressures.
How Decision-Making Mindsets Shape Middle Market Performance
New research from CBIZ and The Ohio State University’s National Center for the Middle Market explores how different decision-making mindsets impact the performance of middle-market companies. The study identifies four distinct mindsets that drive strategy, investment, and risk, and analyzes their implications for growth, profitability, and confidence. This research aims to help middle-market leaders understand how their decision-making patterns affect their long-term trajectory and to move from insight to action.
The Hidden Cost of Construction Cost Cutting: R&D, Value Engineering, and One Common Missed Opportunity
This article discusses the often-overlooked value of research and development (R&D) in the construction industry, noting that many construction companies view it as an area to cut costs. The authors argue that many R&D activities are misidentified as "value engineering" and are crucial for profitability, yet companies often miss out on significant tax credits by not properly classifying these expenses. The piece encourages construction firms to recognize and claim R&D tax benefits through a formal assessment process.
