Ciuni & Panichi, Inc. offers a full range of accounting, tax, wealth management and business advisory services. For more than four decades, our professional team has shared their expertise and experience with clients in a wide range of industries, small and large, located throughout Northeast Ohio. We look out for their best interests, anticipate their needs, and deliver true value to their business.
7:30 a.m. – 9:00 a.m.
How to identify which controls you need. How to ensure the controls are implemented. How to protect against fraud and theft.
Speaker: Herzl Ginsburg, CPA, Senior Manager, Ciuni & Panichi, Inc.
Wednesday, September 12, 2018
7:30 – 9:00 a.m.
The DOL is examining plans to verify they are in compliance with agreements, participant directives, and regulations. Regardless of plan size or an annual financial audit, your retirement plan has the potential to be inspected by the DOL. A physical checkup of your plan’s compliance health can help identify issues to be corrected before a DOL inspection takes place. We will share knowledge about how to make sure your retirement plan can withstand DOL scrutiny.
Speakers: Jeffrey R. Spencer, CPA, MAcc, Principal, George P. Pickard, CPA, MSA, Principal, Ciuni & Panichi, Inc.
Tips for implementing the new not-for-profit financial statement standard (ASU 2016-14)
Speakers: Michael B. Klein, CPA, MBA, Partner, and Daniel K. Hout-Reilly, CPA, CVA, Senior Manager, Ciuni & Panichi, Inc.
Go green at home and help save the environment, energy, and money Going green at home is good for the environment and it can help you save on your energy bills. But did you know you can also reduce your tax bill? But to reap all three benefits, you need to buy and install certain…
Consider a long-term deal for your succession plan Independent business owners are just that: independent. They are the decision makers and success drivers. So what happens when the business owner starts thinking about retirement? Many baby boomer business owners are grappling with that question today. They may not be ready today, but the sooner business…
What Business Leaders Really Need to Know about the New Revenue Recognition Standard Don’t Try to do This Without a Safety Net ASU 2014-09 Revenue from Contracts with Customers (Topic 606) comes into effect this year for public entities and next year for all other non-public organizations. The accounting team members at Ciuni & Panichi,…
Whether you are looking for an audit, review or compilation, members of our auditing group are trained to deliver efficient, high-quality accounting and consulting services that go beyond the audit by identifying insightful ways to improve your bottom line.
Our team of tax specialists has the technical knowledge and expertise to provide top-quality tax services. We strive to help you minimize your tax liability and ensure compliance while helping you achieve your financial goals.
Our team will assist you in defining your financial goals; developing a plan to attain these goals; assist in implementing the plan; and monitor your progress
Our objective is to ensure the continued security of employee benefit plans in today’s stringent and constantly-changing environment. Our focus reaches beyond simply meeting ERISA audit requirements; our goal is to improve the operating efficiency and level of compliance of our clients’ employee benefit plans.
We are experts in business valuation, determining transaction pricing and structure, performing financial due diligence, preparing a business plan, financing, succession planning.
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
