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Individuals

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Individuals

Personalized solutions for your goals.

Financial goals and objectives change throughout your lifetime. Regulatory and legislative updates may bring new tax liabilities and risks. Wealth transfers, merging or dividing households and day-to-day financial management also present obstacles to the financial legacy you want to leave behind.

CBIZ tax and consulting professionals understand the environment in which you operate. For more than 30 years, we have helped individuals and their families to maximize the opportunities they face while minimizing their tax burden. Our team assists you with the range of situations and planning challenges you may encounter, from family office services and estate planning to expatriation concerns. Through our industry-recognized approach to client service, we bring you customized strategies to address your concerns and aspirations.

Solutions for Individuals

  • Estate Planning & Wealth Transfer: Address your unique tax minimization needs and formulate strategies to transfer wealth through the generations of your family.
  • Expatriation: Ensure you comply with foreign tax rules and regulations with assistance from our international tax team. We also negotiate with your employer to establish clear and fair compensation policies while you are working abroad.
  • Family Office: Receive support for bill paying, accounting and investment oversight and risk management with our services for individuals and their families.
  • Tax Return Preparation: Enlist assistance with the preparation and filing of tax returns for individuals and estates.
  • Valuation: Receive assistance for the valuation of interests in closely held businesses to help with estate planning. We also provide valuation of securities and discount studies to assist with business transitions.

CBIZ and MHM's 2023 study, Benchmarking Your SOC Compliance Framework, serves as such a resource, helping service providers improve their SOC reports for better efficiency and customer satisfaction. This study analyzed over 150 SOC 1 and SOC 2 reports from various industries and company sizes, with key findings shared over the past few months.

Speaking at a Dec. 5 event titled “Navigating the EconomicLandscape: Insights and Projections” at the CBIZ office in Kansas City, Mo, Rathbunexplored the complexities of the current economic environment, addressingcritical questions about the likelihood of a recession, the reality of a true softlanding and the plausible scenarios that could play out in the year ahead.

We are writing to apprise you of new and very important information reporting requirements that may impact you beginning Jan. 1, 2024. The purpose of this communication is also to inform you about our limitations in assisting you with meeting these requirements.

Naomi D. Ganoe

Managing Director

 330-670-7284
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    *CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, an international network of independent accounting firms.