Mr. Spencer is a Principal in the Tax Department at Ciuni & Panichi, and he oversees the firm’s employee benefits tax services.  He graduated magna cum laude from Case Western Reserve University with a bachelor of science degree in accounting.  He earned his master of accountancy degree in taxation also from Case.   Mr. Spencer brings over 20 years of employee benefit plan tax experience to Ciuni & Panichi having previously worked for two “Big 4” accounting firms in Cleveland.

Mr. Spencer’s expertise is in:  employee benefit plan design, documentation, implementation, and administration; employee benefits regulatory tax compliance, reporting, and disclosure; and benefit plan due diligence in conjunction with mergers and acquisitions.  He works directly with senior human resource, finance, and tax executives in various industries ranging in size from privately-held middle market companies to Fortune 500 corporations. 

His work has included the following areas in addition to those mentioned above:

• Employee benefits tax and ERISA matters
• Post M&A integration of benefit plans
• Benefit plan compliance reviews (and corrections consultation)
• Form 5500 preparation oversight
• Technical support for employee benefit plan financial audits
• IRS/DOL plan audit assistance