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

Jeffrey R. Spencer, CPA, MAcc

Principal, Tax
Direct Line - 216-765-6934
Education
Case Western Reserve University, Bachelor of Science in Accounting
Case Western Reserve University, Master of Taxation

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 25 years of employee benefit plan tax consulting experience.  Prior to joining Ciuni & Panichi, Inc. in 2006, he held similar positions with two "Big 4" accounting firms in Cleveland.

Mr. Spencer’s expertise is in:  employee benefit plan design, implementation, and administration; employee benefits 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
    • Affordable Care Act compliance

Professional and Civic Memberships:

American Institute of Certified Public Accountants

Ohio Society of Certified Public Accountants

WEB Network of Benefits Professionals

International Foundation of Employee Benefit Plans

The ESOP Association

Ohio Employee Ownership Center