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James
R. Komos, CPA, CFP, MACC
Partner
Tax
Experienced in all facets of taxation for closely held businesses
and their owners, Mr. Komos has developed specializations in
real estate, personal financial planning and estate planning
and trusts. He has extensive experience in the real estate
industry and its unique rules and planning opportunities for
property owners. His experience includes working on complex
tax strategies such as delayed like-kind exchanges and involuntary
conversions. He has spoken frequently on tax planning and related
issues at events sponsored by real estate industry organizations,
and has had several articles published in real estate industry
publications.
As a Certified Financial Planner, Mr. Komos directs the firm’s
personal financial planning team. He has designed comprehensive
personal financial plans as well as segmented plans focusing
on specific financial issues for business owners and other
clients. Common areas of concern included retirement planning,
estate planning, business succession planning, investment portfolio
review, and specific-goal funding.
His experience includes the design and implementation of numerous
types of trusts, partnerships, and other tools to meet the
client’s objectives. These plans typically relate to
the integration of corporate and individual financial and tax
planning strategies, taking into account income, estate and
gift taxes, and other financial considerations. Such planning
usually involves working closely with other professionals,
such as the client’s attorney, banker, and investment
advisors. In this capacity, Mr. Komos is also responsible for
direction and final review of all federal trust and estate
tax returns prepared and filed by Ciuni & Panichi, Inc.
As Technology Director for Ciuni & Panichi, Inc., Mr.
Komos is also responsible for the firm’s data processing
activities. His duties include hardware and software purchasing,
and administration of the firm’s networks and various
servers and the integration of these systems to enable the
staff to work more efficiently.
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Education:
John Carroll University, Bachelor
of Science Business Administration, Accounting
Member of Beta Gamma Sigma, a national business honorary society
Case Western Reserve University, Master of Taxation
Professional and Civic Memberships:
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American Institute of Certified Public Accountants |
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Ohio Society of Certified Public Accountants |
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Northeast Ohio Apartment Association |
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Personal Financial Planning Division of the AICPA |
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Estate Planning Council of Cleveland |
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Financial Planning Association |
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