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.
Cost Analysis and You The best time to assess your cost management practices is when your business is doing well. Done properly, the results can be well worth it. The reason most business leaders are reluctant to perform cost analysis, especially in good times, is the extra burden it puts on staff members. Best-in-class companies…
The Audit Committee Auditors and CFOs often present information about a company’s or not-for-profit’s operations, strategies, and risks to the Audit Committee or another oversight committee such as the finance committee. This information is often the basis for a recommendation and/or report to be delivered to the Board of Directors. Understanding the committee’s role and…
Tax Planning Already? You just finished filing your taxes or your extension so you breathe a sigh of relief. But don’t relax too long. To get the maximum savings next year, you need to start planning right now. The impact of the Tax Cuts and Jobs Act has greatly changed tax law. So position yourself…
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.
