CBIZ

For technology & life sciences companies, the right entity choice can shape fundraising today and tax outcomes at exit. Planning early can help preserve flexibility and position founders to capture potential value down the road. okt.to/fk2Ta5 #ExitPlanning

What’s next for life sciences $ biotech? Join us at the New England Life Science & Biotech Summit to connect with industry peers and explore the trends shaping the sector. Register today. okt.to/79SjvW #LifeSciences #Biotech

On #VeteransDay, we pause to honor those who have served. This tribute features photos shared by CBIZ team members, celebrating veterans who are our colleagues, family members, friends and loved ones. To all veterans, wherever you are, we salute you.

When calculating economic damages, the type of loss matters. Chad Keeports breaks down the key differences between general lost profits and insured business interruption loss analyses in @TheLegalIntel. okt.to/FOvkre

Real estate success in 2027 won’t be about predicting the market. It’ll be about making the right decisions early. Explore 5 priorities shaping portfolio performance in our Real Estate Outlook. okt.to/qCgboe #RealEstateInvesting

Tariffs aren’t just a trade issue. They can impact supply chains, cash flow, tax planning & more. Explore strategies to manage exposure and identify potential recovery opportunities. okt.to/QY3TVB #TaxStrategies #TaxPlanning

IPO filing week leaves little room for surprises. Join us as we explore how companies can spot readiness gaps, navigate SEC comments and keep teams aligned when deadlines tighten. Register today: okt.to/kPywXe #IPOReadiness

Seven planning opportunities. One important question: Is your year-end tax strategy ready? ✔️ Take a closer look at what to consider now and how to prepare for 2027. Download our Tax Guide here: okt.to/yV8XY4 #TaxPlanning #YearEndPlanning #TaxStrategy

Opportunity Zones are entering a new era. OZ 2.0 brings new timelines, reporting requirements and incentives that could reshape #realestate investment decisions. Is your strategy ready okt.to/EjN5yI #OpportunityZones

Happy Diwali! 🕯️ Celebrated by more than a billion people around the world, the Hindu #FestivalofLights symbolizes the triumph of light over darkness. Wishing all who celebrate a joyful and prosperous #Diwali.

October delivered its share of market tricks & treats. From shifting leadership in U.S. equities to falling Treasury yields and international market challenges, explore the trends that shaped the month. okt.to/lwKaRI #MarketOutlook #Investing

Gifting QSBS can create valuable tax and estate planning opportunities, but timing matters. Explore how thoughtful planning may help transfer wealth, reduce estate exposure & preserve potential Section 1202 benefits. okt.to/Pwy7v5 #TaxPlanning #EstatePlanning

Higher rates are becoming the new normal, and #privateequity is adapting. See how financing economics, asset quality & increased middle-market competition are reshaping investment decisions. okt.to/6kdJ0L #MiddleMarket #MergersAndAcquisition

New Jersey is changing the path to becoming a CPA. Michael Cohen shares his perspective with @NJBIZ on why reducing education barriers, while emphasizing hands-on experience, could help attract more talent to the profession. okt.to/T9wnrm

Are you getting the most from the QBI deduction? Construction business owners may qualify to deduct up to 20% of qualified business income. Explore #taxplanning considerations that could help maximize the opportunity. okt.to/1EIxvV #TaxStrategy

Retail is moving from “report and react” to “sense and respond.” See how agentic AI can connect data, accelerate decisions and coordinate action across pricing, inventory, supply chain and more. okt.to/x5GACB #RetailIndustry #AgenticAI

That’s a wrap on #SuiteWorld2026! Our CBIZ team had a great week connecting, learning, and seeing what’s ahead for NetSuite. AI and continued innovation were front and center, with plenty of exciting developments to explore and new opportunities for our clients.

AI is changing more than technology. It could change #SOC2 expectations, too. Explore how proposed 2027 criteria put greater focus on AI governance, risk management, third-party risk and resilience. okt.to/NFGdv3

2027 tax planning starts now. Explore opportunities food & beverage businesses should consider as they navigate costs, investment decisions and growth priorities in the year ahead. okt.to/hwxlGT #FoodAndBeverage #TaxStrategy