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Are Your Business Taxes Going Up or Down?

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Ciuni & Panichi has over 40 years of quality service.
Leadership

James R. Komos, CPA, CFP®, MAcc

Partner-in-Charge, Tax
Direct Line - 216-765-6907
Education
John Carroll University, Bachelor of Science Business Administration, Accounting; Member of Beta Gamma Sigma, a national business honorary society; Case Western Reserve University, Master of Taxation

Mr. Komos is the Partner-in-Charge of the firm’s Tax Department.   He has experience in all facets of taxation for closely held businesses, their owners and key personnel.   His clients are in a wide range of industries, including manufacturing, service, real estate, and construction.  Mr. Komos has developed specializations in real estate, personal financial planning, and estate planning.

Mr. Komos focus is on working with clients on a variety of planning and strategic issues, and the resolution of tax and general business issues as they arise.

Mr. Komos has extensive experience in the real estate industry and its unique rules and planning opportunities for property owners.   His experience includes working on complex tax strategies, such as delayed like-kind exchanges and involuntary conversions.   He has spoken frequently on tax planning and related issues at events sponsored by real estate industry organizations and has had several articles published in real estate industry publications.

As a Certified Financial Planner™ (CFP), Mr. Komos directs the firm’s personal financial planning team.   He works with clients to: identify their financial goals and objectives, develop a plan to meet these goals, and then assist them with implementing their plan.   The scope of these plans range from targeting specific issues to comprehensive planning. In addition to being a CPA and CFP™, Mr. Komos has an insurance license and is also a registered representative who has passed the FINRA Series 6, 7, and 63 securities examinations.

His experience includes assisting in the design and implementation of numerous types of trusts, limited liability companies, and other tools to meet the client’s objectives. These plans often integrate both individual and business financial and tax strategies.   Mr. Komos understands the importance of a team approach, and where appropriate, coordinates with other professional advisors such as his client’s attorney, banker, and investment advisors to achieve his clients’ goals.

 

 

Professional and Civic Memberships:

American Institute of Certified Public Accountants

Ohio Society of Certified Public Accountants

Personal Financial Planning Division of the AICPA

Estate Planning Council of Cleveland

Financial Planning Association

John Carroll University Entrepreneurs Association