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.
Financial statements provide a good financial picture of the company’s performance but possibly not the whole story. Sometimes your CPA can identify indicators that are not specifically noted in the financial statement that could be red flags. Here’s how a CPA can help stakeholders identify unrecorded items either through external auditing procedures or by conducting agreed upon…
Business Goals The first step to strategic planning is to set achievable goals. Step two, design strategies and tactics to achieve your goals. If your organization does the planning, but falls short on implementation, it may be time to try the SMART approach. The SMART system was first introduced to the business world in the…
A recent poll of pre-retirees suggests that truth risks being ignored. Provided by Dane A. Wilson, Financial Advisor Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly income of $2,700 at retirement, which choice would you…
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.
