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VOL. 127 | NO. 213 | Wednesday, October 31, 2012

Tax Consulting Firm, Daily News Host Financial Forum

By Andy Meek

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CBIZ MHM Thompson Dunavant and The Daily News are presenting a seminar in a few weeks that will take a broad look at topics including estate and gift tax issues, business and personal investments, health care reform and an update on the mergers and acquisitions market.

The event is a “CFO/Controller Conference Series,” and it’s part of the frequent slate of educational events put on by officials with what is now CBIZ. Megan Murdock, client development manager at CBIZ, said the firm likes to present educational seminars and conferences when it can for many reasons, partly to show it has the thought leadership in tax and related areas.

In August 2011, for example, the firm presented a program in tandem with The ServiceMaster Co. on payment cards industry compliance and corporate fraud. It was held at ServiceMaster’s National Training Center at 3839 Forest Hill Irene Road, and it included four continuing professional education credits for CPAs.

This time around, on Nov. 14, the conference will be held from 8:30 a.m. to 1 p.m. at the University of Memphis Fogelman Center at 330 Innovation Drive and includes five scheduled speakers.

They include John Murrah, an attorney with Evans Petree PC, who will talk about estate and gift taxes and important planning opportunities that expire at year-end, as well as major changes on the horizon for 2013. William Braddy and Peter Dirksen, senior vice presidents with U.S. Trust in Nashville, will talk about business and personal investments as it relates to diversification, taxes and the economy.

CBIZ senior managing director Steve Dunavant will take a look at employer penalties that could be coming thanks to health care reform still being settled in Washington. And after lunch, Doug Hubert, managing director and business unit leader with the CBIZ mergers and acquisitions group in Atlanta, will give an update about the mergers and acquisitions market and talk about what steps can be taken to build value from the perspective of a chief financial officer.

CPAs will pick up four continuing professional education credits from the seminar, and breakfast and lunch also will be included.

“We’ll do maybe one or two of these next year as well,” Murdock said. “A lot of corporate partners are cutting budgets because of the economy and travel costs, so we’ve tried to come in and fill a need with events like this.”

Seating is limited, and pre-registration is required. The deadline is Nov. 12, and interested participants can register at cfocontrollerconfnov2012.eventbrite.com.

CBIZ MHM Thompson Dunavant and Mayer Hoffman McCann PC provide a broad range of assurance, tax and consulting services to clients in a variety of industries.

The firms entered the Memphis market last year. Cleveland-based CBIZ Inc. acquired the tax side of Thompson Dunavant, and Mayer Hoffman McCann PC acquired Thompson Dunavant’s audit side.

Thompson Dunavant was the largest locally owned accounting firm in Memphis. Its acquisition was by two separate firms that work together under what’s known as an alternative practice structure.

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