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.
FASB responds to complaints from small private companies In recent years, the Financial Accounting Standard Board (FASB) has been simplifying their complex standards in response to complaints received from smaller private companies. Their primary complaint was the standards seemed to focus on the needs of stakeholders in large public companies rather than America’s large number…
If your profits are down, don’t panic. Your financial statements can help you detect clues to solve the mystery of your disappearing profits. Check for red flags As you sell more and invest in additional assets, profits should, in theory, increase by a proportionate amount. However, that’s not always the case. Ratios to check for…
Selling your home? Be aware of the tax consequences. Summer is the peak time for home sales. But if you are thinking of putting your home on the market, in addition to considering the best purchase price and making plans for your next residence, consider the tax consequences. Home sale gain exclusion remains intact The…
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.
