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.
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.
Check these key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2018. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us at 216-831-7171 or email here to ensure you’re meeting all applicable deadlines and to learn more about the filing…
Teachers give so much to their students. They give them knowledge, fuel their imaginations, and encourage exploration into new subjects. And to best meet the needs of their students, it’s common for them to pay for a portion of their classroom supplies out of pocket. A special tax break allows these educators to deduct some…
Taxes and the Right Accounting Method A small business taxpayer now under the Tax Cuts and Jobs Act (TCJA) can obtain automatic consent to change its method of accounting. TCJA eased the eligibility rules for using the cash method of accounting, making this simpler cash method available to more businesses. If you have the option…
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.
