Don’t Neglect Your Own Financial Plan
Financial Planning Takes Work If you’re responsible for the financial health of a company, it’s easy to neglect your personal wealth management goals. Finding the time to create a personal…
DetailsA Good Tax Season for Ohio’s Small Business Owners
Ohio Tax Cuts By David M. Reape, CPA, Ciuni & Panichi, Inc. Principal Small business owners will reap the benefits of several Ohio tax cuts on their 2015 individual tax…
DetailsMarch Tax Tips
Make a 2015 contribution to an IRA before time runs out Tax-advantaged retirement plans allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free. But…
DetailsYour Business May Benefit from these Important Tax Extensions
by Anthony J. Constantine, CPA, Partner, Ciuni & Panichi, Inc. The Protecting Americans from Tax Hikes (PATH) Act of 2015 extended, and in a few cases made permanent, many favorable…
DetailsFebruary Tax Tips
File early to avoid tax identity theft If you’re like many Americans, you may not start thinking about filing your tax return until the April 15 deadline (this year, April…
DetailsNot-for-Profit: What it takes to manage an endowment
NFP Endowments Every nonprofit dreams of receiving a large endowment that will keep it financially worry-free in the future and allow it to fulfill its mission with ease. But, in…
DetailsWhen Will Stocks Stabilize?
How deep will this correction ultimately be? Provided by Dane A. Wilson, Wealth Management Advisor January may prove to be the worst month for stocks in eight years. The S&P…
DetailsIRS Extends Affordable Care Act Reporting Deadlines
Welcome Relief for Employers By Jeffrey R. Spencer, CPA, Principal, Ciuni & Panichi, Inc. The Internal Revenue Service (“IRS”) has issued Notice 2016-4 which automatically extends the due dates of…
DetailsJanuary Tax Tips
Congress passes “extenders” legislation reviving expired tax breaks for 2015 Many valuable tax breaks expired December 31, 2014. For them to be available for 2015, Congress had to pass legislation…
DetailsThe Pros & Cons of Roth IRA Conversions
What are the potential benefits? What are the drawbacks? Provided by Dane A. Wilson, Wealth Management Advisor If you own a traditional IRA, perhaps you have thought about converting it…
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