Jun 22, 2022
Article

Depreciation Recapture: Paying the Piper When a Depreciated Property is Sold

When a property owner sells an asset that previously was used to offset ordinary income through depreciation, the gain is taxed through depreciation recapture.
Jan 26, 2022
Blog

Does Your Business Qualify for the Research and Development Tax Credit?

Understanding the R&D tax credit will provide reliable opportunities to lower your company’s tax burden.
 
Dec 6, 2021
PR

Rea & Associates Opens New Building in Wooster

Rea’s new building is located just a few blocks from the Downtown Wooster square. This two-story, 16,000 square-foot, state-of-the-art building includes three conference rooms, two board rooms, two kitchenettes for staff use, and a mix of offices and open cube-style seating.
 
Nov 22, 2021
PR

Rea & Associates Announces Recipients of the 2021 Spotlight Awards

Find out who was recognized during the 2021 Spotlight Awards ceremony.
Nov 16, 2021
Article

The Benefits of Cost Segregation Studies

Cost Segregation is a strategy for increasing cash flow and reducing income taxes for commercial & residential property used in a trade or business. The tax benefits of cost segregations can be applied to real estates like hotels, restaurants, office spaces, apartments, auto dealerships, manufacturing, retail centers, and more.
 
Nov 12, 2021
PR

Columbus Business First Names Rea A Best Place To Work In Central Ohio For 2021

Columbus Business First names Rea's Central Ohio team as a best place to work. Learn more about this honor and Rea's Central Ohio team.
 
Nov 10, 2021
PR

The Rea Foundation Celebrates First-Ever Fundraising Gala

The Rea Foundation held its first-ever fundraising gala. Learn more about the event and the organizations they're supporting.
 
Nov 8, 2021
PR

Rea & Associates Announces Annual Promotions

Rea & Associates announces its annual promotions. Check out the press release!
 
Oct 29, 2021
PR

McKinley Takes The Helm As CEO At Rea & Associates

Mark McKinley, CPA, takes the helm as Rea & Associates CEO. Read the press release!
 
Oct 25, 2021
Podcast

Episode 304: Push Down Taxes by Driving Up Allowable Depreciation

John Hanning, principal at Specialty Tax Group, is here to talk about how we can optimize the current, post-pandemic tax landscape to our advantage using the concepts they’re developing.
 
Oct 14, 2021
PR

Scott Moyer Leaves Public Accounting For Private Sector

Scott Moyer is leaving his career in public accounting, effective Oct. 31, 2021, to accept the position of controller with a longtime Rea & Associates client.
 
Oct 12, 2021
Podcast

Episode 303: The World Is Still Out of….Well, Everything – Supply Chain Issues and Labor Shortages

CPA and senior manager here at Rea, Andrew Geiser, is joining us to unpack some of the issues businesses in manufacturing are facing, and provide some insights into what comes next.
 
Oct 7, 2021
PR

Brandon Coates Brings Extensive Accounting Experience To Cleveland Office

Brandon Coates joins Rea's Cleveland team, where he'll focus on working with construction clients.
 
Sep 28, 2021
Podcast

Episode 301: Cyber Criminals Won’t Back Down. Is Your Organization Safe?

Mark Dowd, Chief Development Officer at InfoGPS, joins us to discuss what every organization should have in their tool box to protect from threats, current trends, and more.
 
Sep 21, 2021
Podcast

Episode 300: Unraveling the Current State of Business Insurance

Joe Urquhart is here to talk to us about the current state of insurance and some important considerations as we move in 2022.
 
Sep 14, 2021
Podcast

Episode 299: What’s in It for Me? Breaking Down ESOPs

Employee Stock Ownership Plans & You Employee Stock Ownership Plans (ESOPs) continue to grow in popularity. Today, more and more owners are considering ESOPs as their ideal succession strategy. ESOPs are a great way to empower your team and promote continued business growth – long after employees retire. In this uncertain job market, ESOPs are … Continued
 
Aug 24, 2021
Podcast

Episode 297: Connect with Your Team: Mastering the Top 10 Communication Skills

Meredith Bell, author, podcast host, and co-founder of Performance Support Systems, joins us to discuss how to better connect with your team, and how to master ten crucial communication skills you need to thrive.
 
Aug 10, 2021
Podcast

Episode 295: Retirement: Expectations vs. Reality

Hear from former unsuitable host Dave Cain as he discusses his transition into retirement and what he would do differently.
Aug 5, 2021
Events

Newark Office Grand Opening & Open House

You are invited to the grand opening of Rea's new Newark office!
 
Jul 26, 2021
PR

Coblentz Promoted to Director of Accounting Services at Rea & Associates

Learn more about Rea & Associates' new director of accounting!
 
Jul 26, 2021
PR

Copeland & Miklos Earn Certified Valuation Analyst Credential

Rea's business valuation and transaction advisory services team welcomes two new certified valuation analysts!
 
Jul 22, 2021
PR

Rea Wins 2021 Best Of Accounting Award For Service Excellence

The results are in ... you have helped Rea & Associates become one of the "Best of Accounting" in 2021!
 
Jul 13, 2021
Podcast

Episode 291: Are Your Employees Happy?

Wondering how you can keep your employees happy and engaged? Wonder no more! Listen to this episode of unsuitable.
Jul 7, 2021
Blog

Connecting The Dots Through Client Opportunity Plans

Look behind the curtain to find how COPs are helping Rea & Associates make a difference for our clients.
 
Jul 6, 2021
Podcast

Episode 290: Take Your Accounting Into The Cloud

Wondering if QuickBooks Online can make your business better? Listen to this episode of unsuitable to find out now!
Jul 5, 2021
Blog

COVID-19 A Year Later … Lessons Learned

Find out how some businesses were impacted by COVID-19 and how they are doing today.
 
Jun 29, 2021
PR

Emma Bergoon Carries On Stutzman Scholarship Legacy

Learn more about this year's Marcia Stutzman Memorial Scholarship winner, Emma Bergoon.
 
Jun 15, 2021
Podcast

Episode 287: How Persuasive Are You?

Are you persuasive? Want to learn how to be? Listen now!
 
Jun 14, 2021
PR

Rea & Associates Names New CEO

After a lengthy selection process, the firm's board of directors tapped Mark McKinley to serve as CEO. Read the press release!
 
Jun 9, 2021
PR

Rea & Associates Outgrows NEWork Space; Opens New Office In Newark

Find out why Rea & Associates relocated in Newark, Ohio.
 
Jun 9, 2021
Podcast

Episode 286: How COVID Changed Personal Financial Planning

The COVID crisis hit the personal financial planning activities of business owners pretty hard. Here's what we've learned and how we recover.
 
Jun 1, 2021
Podcast

Episode 285: Is A Smooth Ownership Transition Even Possible?

Wondering if you have succession planning options? Yes! Yes you do!
 
May 24, 2021
Podcast

Episode 284: How To Build A Stronger Ohio

Business Growth & Sustainability Will Build A Stronger Ohio, OSCPA Can Help Rea & Associates continues to advocate alongside the Ohio Society of CPAs (OSCPA) to help build a better business climate throughout the state. Because Ohio Society members work closely with most businesses state-wide, people often reach out to it for its holistic insight … Continued
 
May 18, 2021
Podcast

Episode 283: Pulling Together Drives Business Success

Find out how the Licking County Chamber of Commerce is driving business success and economic growth.
 
May 3, 2021
Podcast

Episode 281: Embrace Your Inner Sales Guru

It's time to stop making excuses about why you can't sell and actually start selling like your business depends on it!
 
Apr 26, 2021
Podcast

Episode 280: Brands Aren’t Wrong – CEOs Are

The bottom line here is that great companies will never sacrifice their brands. Listen to this episode of unsuitable to find out why.
 
Apr 23, 2021
PR

Rea & Associates Named 80th Largest Firm In The Nation

Find out how Rea was able to move up on Accounting Today's annual Top 100 CPA Firms list.
 
Apr 13, 2021
Podcast

Episode 278: When Businesses & Nonprofits Work Together, Everybody Wins

Rick Ricart has made it his business to help A Kid Again fulfill its mission.
Mar 10, 2021
Blog

2020-21 Tax Guide Provides Clarification For Businesses, Individuals

Want to access all your 2021 tax resources in one location? Your wish is our command!
 
Mar 1, 2021
Podcast

Episode 272: Charitable Giving: What Donors Can Expect In 2021

When it comes to charitable giving, there are enough benefits to go around.
Feb 25, 2021
Blog

New Stimulus Package Extends & Expands Employee Retention Credit

Wondering what the Consolidated Appropriations Act of 2020 Impacted The Employee Retention Credit?
 
Feb 15, 2021
PR

Cyber Team Brings CMMC To Clients Operating In Defense Industrial Base Sector

Rea & Associates is now one of fewer than 300 Registered Provider Organizations for the Cybersecurity Maturity Model Certification.
 
Feb 8, 2021
Podcast

269: The Rise of Central Ohio’s Development: One Columbus

Wondering what's happening in Columbus and Central Ohio? Chip gives us some insight into One Columbus and what we can expect in the years ahead.
Feb 3, 2021
Blog

Still Waiting On Your Second Stimulus Check?

Did you throw away your second economic impact payment?!
 
Jan 18, 2021
Podcast

Episode 266: How Are They Stealing My Information? Fraud Protection 101

Wondering what you can do to protect your business against occupational fraud? Karen Davis shares some best practices and a few horror stories.
 
Jan 13, 2021
PR

Rea Donates More Than 40K Pounds Of Food To Ohio Nonprofits in 2020 During Food Drive

Find out who won Rea's annual Help Can Hunger Food Drive in 2020.
 
Jan 11, 2021
PR

Rea & Associates Employees Honored During 2020 Spotlight Awards

Find out who was recognized during the 2020 Spotlight Awards ceremony.
 
Dec 21, 2020
Podcast

Episode 264: Real Estate Developers, Contractors, & Manufacturers … Oh My!

What type of year will 2021 shape up to be? We have a few predictions. Listen now to learn more.
 
Nov 24, 2020
Podcast

Episode 260: Top Trends Impacting The Corporate Legal Space

Find out how the corporate legal space will change in the year ahead.
Nov 20, 2020
Other Stuff

IRS Issues Guidance That Impacts Deductibility Of Expenses Related To PPP Loan Funds

Download this free whitepaper to discover what Revenue Ruling 2020-27 and Revenue Procedure 2020-51 means to you and your business.
 
Nov 16, 2020
Podcast

Episode 259: How To Prepare For The Financial Anxiety Of Retirement

Wondering how you can prepare for (and ultimately prevent) the financial anxiety of retirement? Listen now!
 
Nov 16, 2020
PR

Rea & Associates Employees Raise More Than $9K To Defeat ALS

Find out how the Rea team is honoring Tim McDaniel's legacy as an ALS Warrior!
 
Nov 10, 2020
Podcast

Episode 258: How To Protect Your Workplace: Construction & Manufacturing Safety

Is your construction or manufacturing business safe by today's standards?
 
Nov 2, 2020
PR

Dyer Roche & Company Is Now Rea & Associates

Firms Merge to Strengthen Presence In Wooster, Millersburg & Medina Markets November 1, 2020 | New Philadelphia, Ohio – Rea & Associates Inc., a regional accounting and business consulting firm, officially merged in the Wooster, Ohio-based firm, Dyer Roche & Company, Inc., on Nov. 1, 2020. The single, stronger practice will include more than 300 … Continued
 
Oct 26, 2020
PR

Rea & Associates Wins ClearlyRated’s 2020 Best Of Accounting Award For Service Excellence

Clients of winning firms are 1.9x more likely to be completely satisfied! Read on to learn more.
 
Sep 15, 2020
Podcast

Episode 250: COVID-19 Isn’t Disturbing Construction Anytime Soon

COVID-19 has resulted in the destruction and disruption of many things ... but in the construction industry, it's another story.
 
Sep 1, 2020
PR

Kennedy Cottrell Richards Merges Into Rea & Associates

"Combining our firms will better position us to provide accounting, auditing, and consulting services to government entities throughout Ohio."
 
Aug 24, 2020
 
Aug 19, 2020
Podcast

Episode 246: How To Embrace Diversity In The Workplace

Find out how embracing diversity and inclusion in the workplace can strengthen your company's culture ... and bottom line.
 
Aug 12, 2020
Podcast

Episode 245: What You Need To Know About Commercial Banking In 2020

Listen to this episode of unsuitable to hear a banker's perspective of what it's been like in the trenches of commercial banking during COVID-19.
 
Jul 31, 2020
Podcast

Episode 243: Succession Planning: How To Leave Your Business In The Right Hands When You Retire

Listen to what Bill Ubbing has to say about his recent move toward retirement on this episode of unsuitable.
Jul 27, 2020
Events

Webinar Series: Shifting The Business Infrastructure

The world is changing rapidly - and so is the way that we do business. Don't fall behind. Check out this free webinar series to learn more.
 
Jul 17, 2020
PR

Fiduciary Excellence Certification Differentiates Ohio CPA Firm From Regional Competition

Rea's benefit plan administration team secures CEFEX certification for third year in a row.
 
Jul 16, 2020
Podcast

Episode 241: Going Up? COVID-19’s Impact on Healthcare Costs

Find out how the Coronavirus Crisis continues to impact the rising healthcare costs in Ohio - and the rest of the country on this episode of unsuitable.
 
Jul 7, 2020
Podcast

Episode 240: How To Tackle Your Business’s Cash Flow & Cost Optimization In The Era Of COVID-19

Wondering what cash flow and cost optimization looks like for your business today? Listen to this episode of unsuitable on Rea Radio to learn more.
 
Jun 15, 2020
Podcast

Episode 237: Modern Business Development Through Disruption

Do doubt about it ... the COVID-19 crisis is going to have a major impact on how we sell. So, we brought on business development expert Amy Franko to explain how we can cope.
 
Jun 8, 2020
Podcast

Episode 236: How To Uncover Fraud In Your Organization

Chief Technology Officer with Vestige talks about cybersecurity, working remote, and more.
 
Jun 1, 2020
PR

Rea & Associates Merges In Jones Battles Group Effective June 1

Learn how Jones Battles Group will now serve clients as part of the Rea team.
 
May 25, 2020
Podcast

Episode 234: Take The Numb Out Of Numbers During Recession

The language of business is a foreign one to many people - whether they own their business or not. Peter explains why it's important to break down the jargon.
May 21, 2020
Events

What Is Life After Coronavirus? Impact On Business Valuations & Opportunities For Succession Planning

Find out how the COVID-19 crisis has impacted your business's value and what succession planning opportunities are available now.
 
May 6, 2020
Podcast

Episode 231: Analyzing The Changing Landscape In Northeast Ohio

Wondering what's happening in the construction industry in Northeast Ohio? We asked Tim Linville, CEO of the Construction Employers Association, to find out.
 
Apr 23, 2020
PR

Rea & Associates To Merge In Jones Battles Group, Dyer Roche & Company In 2020

Learn more about the upcoming Rea & Associates mergers with Jones Battles Group and Dyer Roche & Company.
 
Apr 6, 2020
Podcast

Episode 227: What’s In It For Me? Why ESOPs Are Growing In Popularity Among Business Owners

Find out why Employee Stock Ownership Plans (ESOPs) have grown in popularity over the years.
 
Mar 30, 2020
Podcast

Episode 226: Legal Risks And How To Avoid Them

Be careful - it's lawsuit city out there ... and you never know when you might be the target of legal turmoil. Listen to this episode of unsuitable to learn more.
Mar 25, 2020
Blog

Payroll Tax Credits, Rapid Refunds Available For Employers

The federal government is trying to get much-needed cash into the hands of employers and employees affected by COVID-19 as quickly as possible. Learn more.
Mar 20, 2020
Blog

Government Postpones The Deadline To File 2019 Tax Returns

Its official, deadlines to file taxes have been moved back. Learn more.
Mar 18, 2020
Blog

IRS: 2020 Tax Payment Deadline Pushed Back 90 Days

Thanks to the coronavirus, taxpayers have more time to pay their taxes. Learn more.
 
Mar 12, 2020
Podcast

Episode 225: Tips To Help You Make The Most Of Your Upcoming Liquidity Event

Planning a liquidity event? Listen to this episode of unsuitable for tips.
 
Mar 2, 2020
Podcast

Episode 224: How Micro Captives & Group Captives Can Benefit Business Owners

Did someone say micro captives? No? This podcast will show you why you might want to start having the conversation...
 
Feb 24, 2020
Podcast

Episode 223: How Lease Accounting Changes Will Impact Your Bottom Line

Does your business utilize leases? There are some changes you should be aware of ...
Feb 19, 2020
Other Stuff

Article Series | Small Business Corner

Want to elevate your business? This article series will show you how.
Feb 19, 2020
Other Stuff

Article Series | Business of our Business

We aren't shy! Take a look behind the curtain to find out how we're finding success in our own business.
 
Feb 11, 2020
Podcast

Episode 221: How To Successfully Exit Your Business

If you aren't thinking about how to protect your business, protect its value and (eventually) leave it, you could end up with the short end of the stick where your liquidity, longevity, and legacy are concerned.
 
Feb 7, 2020
Podcast

Episode 220: Start The Decade Safe, Sustainable & Strong

Tips For 2020 & Beyond When we look back in history, every decade is defined by unique trends, music, and fashion choices. It kind of makes you wonder how this new decade – the Roaring 20s 2.0 – will be defined. But regardless of your personal feelings about bell-bottoms or scrunches, one thing is certain: … Continued
 
Jan 28, 2020
Podcast

Episode 219: Revealing The Psychology Of Persuasion

Want to influence people? Brian Ahearn explains how it's done.
 
Jan 14, 2020
Podcast

Episode 217: Improving Your Life Vision With 20/20 Gratitude

Want to strengthen your relationships, workplace atmosphere and immune system? Introducing "grategies."
 
Dec 20, 2019
PR

Firm Donates Over 34K Pounds Of Food To Ohio Nonprofits

Find out which Rea office won the 2019 Help Can Hunger food drive!
 
Dec 17, 2019
Podcast

Episode 215: Employee Benefit Health Plan Opportunities For Smart Businesses

The quality of the American healthcare system continues to be an explosive topic. But instead of standing idly by until something is done to make the current system better, smart businesses are taking steps to help ease the pain their employees are feeling today. Some employers have started looking for new ways to take care … Continued
 
Nov 19, 2019
Podcast

Episode 211: Financial Mistakes Even Smart People Make

Newsflash! When it comes to making financial decisions - people simply aren't rational.
 
Nov 5, 2019
PR

Rea & Associates Promotes Team Members, Introduces Four New Shareholders

Four long-term Rea employees were named equity principals on Nov. 1. Read about all firm-wide promotions.
 
Nov 4, 2019
Podcast

Episode 209: Want To Grow Your Business? Try Joining A Trade Association

Growth may be closer than you think ... listen and learn how to tap into your industry's resources.
 
Nov 1, 2019
PR

Cyber 6 Group Joins Rea & Associates

Rea & Associates will now provide cybersecurity and data compliance services.
Oct 26, 2019
Other Stuff

Overtime Law Update & New W-4 For 2020

Need help deciphering the new overtime law and Form W-4 before Jan. 1?
 
Oct 7, 2019
Podcast

Episode 205: What Is An ESOP & How Does It Work?

Sooner or later you'll have to start thinking about trading your business in for retirement. Could an ESOP be part of this thought process?
 
Sep 24, 2019
Podcast

episode 203 – machine learning turns advisory relationships upside down

Machine learning has changed the way you do business and you might not even know it ...
 
Sep 16, 2019
Podcast

episode 202 – how a bad band with a great brand secured a $3.6m record deal

Brad Circone, former front man of The Toll, explains ...
 
Sep 10, 2019
Podcast

episode 201 – defining the future of leadership

Jobs, and the skills people need to do these jobs, are changing. Maureen Metcalf, founder of the Innovative Leadership Institute explains.
 
Sep 3, 2019
Podcast

episode 200 – is it time to update your resume?

Looking for a new job? Positioning yourself for that promotion? Keeping tabs on your skills and job performance? It's time to update your resume.
 
Aug 30, 2019
 
Aug 19, 2019
Podcast

episode 198 – transcript

What did he say?! No worries ... the transcript is available now.
 
Aug 19, 2019
Podcast

episode 198: happy employees = happy business

These days, hiring and retaining worthwhile employees is tough. Listen to find out how an employee experience strategy can help the employee retention strategy in your business.
 
Aug 12, 2019
Podcast

episode 197: your land, your wealth

Find out how the Four Pillars Strategy helps landowners protect their wealth on this episode of unsuitable on Rea Radio.
 
Aug 12, 2019
Podcast

episode 197 – transcript

Read the official transcript to episode 197: Your Land, Your Wealth, to learn more.
Aug 6, 2019
Events

Webinar | Rental Real Estate Recordkeeping Practices For Property Owners

Pay attention to your recordkeeping practices if you are a property owner looking to claim the QBI deduction.
 
Aug 5, 2019
Podcast

episode 196 – transcript

Read the official transcript to episode 196, "Revenue Recognition: Are You Doing It Wrong?"
 
Jul 29, 2019
Podcast

episode 195 – transcript

Read the official transcript of episode 195, Risky Business featuring Joe Urquhart.
 
Jul 22, 2019
Podcast

episode 194 – transcript

Read the official transcript for episode 194, "Changing of the Guard," featuring Doug Houser.
 
Jul 19, 2019
PR

Rea & Associates Taps Matt Dasta To Lead Tax Services Practice

Matt Dasta, CPA, CExP, has joined Rea & Associates as the director of the firm's tax services practice.
 
Jul 15, 2019
Podcast

episode 193 – the value of a cpa

The CPA credential is a big deal, not just in public practice, but in private practice as well. Find out how it's adding value at Roush Honda.
 
Jul 15, 2019
Podcast

episode 193 – transcript

Read the official transcript for episode 193, "The Value of a CPA," featuring Mark Van Benschoten.
 
Jul 8, 2019
Podcast

episode 192 – transcript

Read the official transcript to episode 194 featuring Ron Guisinger.
 
Jul 8, 2019
Podcast

episode 192 – recruit a team that loves to give back

Want to recruit and retain more talent than your competitors? Try implementing a culture of philanthropy.
 
Jul 1, 2019
Podcast

episode 191 – transcript

Read the official transcript for episode 191, "salt software simplicity," featuring Kathy LaMonica.
 
Jun 28, 2019
PR

Plain Dealer Names Rea’s NEO Region A 2019 Top Workplace

Find out why Rea's Northeast Ohio Region was named a 2019 Top Workplace by The Plain Dealer.
 
Jun 24, 2019
Podcast

episode 190 – what should you do when joining a nonprofit board?

Attention current and future nonprofit leaders! Laura MacDonald would like you to consider a few things concerning your philanthropic efforts.
 
Jun 24, 2019
Podcast

episode 190 – transcript

Check out the transcript for episode 190 of unsuitable on Rea Radio.
 
Jun 17, 2019
Podcast

episode 189 – transcript

Read the "official transcript" for unsuitable on Rea Radio's 189th episode to learn how businesses can find success using social media!
 
Jun 3, 2019
Podcast

episode 187 – what are you walking into?

This is a truly unique episode of unsuitable on Rea Radio! Listen to (or watch) this episode to learn from defensive tactics master, Wayne Burley, as he explains how businesses can protect their employees using self-defense techniques.
 
Jun 3, 2019
Podcast

episode 187 – transcript

Read the "official transcript" of episode 187 of unsuitable on Rea Radio to learn from a self-defense master and how businesses can prepare its employees for dangers that arise.
 
May 29, 2019
PR

Emily Anderson Receives Marcia L. Stutzman Scholarship Award

Marcia Stutzman's legacy lives on through a scholarship made in her name. Read more about the recipient, Emily Anderson.
 
May 29, 2019
PR

Weisinger Named To AICPA’s Business Valuations Committee

Paul Weisinger, CPA/ABV, CVA, CEPA, was named to the AICPA's Business Valuations Committee and will provide his expert insights during his 12-month term.
 
May 28, 2019
Podcast

episode 186 – lead your own sales transformation

If you're wondering how to grow your business's value and transform your sales team to maximize its potential. Listen to this episode of unsuitable on Rea Radio, to hear sales performance and high-energy expert, James Rores, discuss how business's can drive value by transforming their sales operations.
 
May 28, 2019
Podcast

episode 186 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to discover what James Rores, sales performance expert, had to say about transforming your sales team to drive business growth.
 
May 20, 2019
Podcast

episode 185 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to discover what Becca Davis, Rea's director of practice growth, had to say about marketing a business and using technology to enhance your business's value.
 
May 15, 2019
Podcast

episode 184 – advice from a dying man

Tim McDaniel, principal and founder of Rea's valuation and transaction advisory services team, joins Dave Cain on this special edition of unsuitable on Rea Radio. Listen to (or watch) this emotional episode to hear from Tim as he discusses his life-changing diagnosis with ALS and the ways we can continue to fight for a cure for ALS.
 
May 15, 2019
Podcast

episode 184 – transcript

Read the "official transcript" of this special episode of unsuitable on Rea Radio to read what Tim McDaniel, ALS Warrior, discussed about his life-changing diagnosis and how he continues to fight for a cure for ALS.
 
May 13, 2019
Podcast

episode 183 – growing up millennial

Two of Rea's young professionals, Alex Bixler & Derek Mohr, join Dave on unsuitable on Rea Radio to discuss their journey from students to young professionals. Listen to (or watch) this episode to learn why businesses should have a internship program in place that empowers millennials to learn and grow in their careers.
 
May 13, 2019
Podcast

episode 183 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to read what Rea's millennial professionals, Alex Bixler & Derek Mohr, had to say about their transition from student to young professional and the importance of internships for businesses.
May 1, 2019
Other Stuff

Rea Merges In Tucker & Tucker: FAQ

You've got questions about Rea's merger with Tucker & Tucker and we've got answers. Check out this FAQ!
 
May 1, 2019
PR

Tucker & Tucker CPAs And Rea & Associates Complete Merger

Rea has merged in the Southeast Ohio CPA Firm, Tucker & Tucker. Keep reading to learn more.
Apr 19, 2019
Other Stuff

Drive Veterinary Practice Growth With The Right Advisors

Want to know how you can leverage your relationship with your CPA to drive growth and continued success in your veterinary practice? Keep reading.
 
Mar 25, 2019
Podcast

episode 176 – don’t get caught without a cybersecurity plan

The topic of cybersecurity isn't going away for businesses, especially now that there are new laws being enacted. Listen (or watch) this episode of unsuitable on Rea Radio to hear insights from a cybersecurity expert on why businesses need to have a cybersecurity plan in place before it's too late!
 
Mar 25, 2019
Podcast

episode 176 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to read about the importance for businesses to have a cybersecurity plan in place before it's too late!
 
Mar 4, 2019
Podcast

episode 173 – back to the basics of business valuations

What is a business valuation, and why do you need one? Listen (or watch) this episode of unsuitable on Rea Radio to hear Rea's director of business valuation & transaction advisory team, Mary Beth Koester give expert insights and answers!
 
Mar 4, 2019
Podcast

episode 173 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to learn what a business valuation is and if you need to have one performed!
 
Feb 4, 2019
Podcast

Episode 169 – The Cybersecurity Battle Plan For Businesses

Paul Hugenberg says businesses should prepare for a cyber attack now - before it's too late. Listen to learn more.
 
Jan 28, 2019
Podcast

episode 168 – financial security in 2019

What's your financial situation looking like? Are you optimistic your investments will be strong in the year ahead? If you want some tips on how to make the most out of 2019 and achieve financial security, listen (or watch) this episode of unsuitable on Rea Radio to learn more!
 
Jan 28, 2019
Podcast

episode 168 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to learn how you should be investing your money to achieve financial security in 2019.
Jan 14, 2019
Blog

The Debate Continues: Credit Loss Standard

Debate continues around the new credit loss standard. Here's what we know so far ...
 
Jan 9, 2019
PR

Times Reporter Reader’s Choose Rea & Associates As Their Top Accounting Firm

Rea's New Philadelphia office has been voted the top accounting firm in Tuscarawas County!
Jan 8, 2019
Other Stuff

Slideshow | Tax Reform And You

We can't offer you the Tax Cuts & Jobs Act in a nutshell ... so a slideshow will have to do ;)
 
Jan 8, 2019
PR

Rea & Associates Donates Over 42K Pounds Of Food To Local Nonprofits

Rea's annual Help Can Hunger food drive raised over 42K pounds of food for local nonprofits during the holiday season.
 
Jan 7, 2019
Podcast

episode 165 – pay your business’s tax bill with bitcoin

The future is now for Ohio taxpayers! Listen to unsuitable on Rea Radio as cryptocurrency expert, Melane Howell, discusses Bitcoin's future and how it can be used to pay taxes.
 
Jan 7, 2019
Podcast

episode 165 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio with cryptocurrency expert, Melane Howell, discussing Bitcoin's future and how it can be used to pay taxes.
 
Nov 20, 2018
PR

Rea & Associates Promotes 28 Across The Firm

Rea & Associates continues to embrace employee development and announces that it has promoted 28 professionals in 2018.
 
Nov 12, 2018
Podcast

episode 159 – how to make a real difference to those you serve

Where does passion belong in the workplace and why is it more important than you think? Listen to Linda Friel, CFO of Payne & Payne Builders, on this episode of unsuitable on Rea Radio to find out!
 
Nov 12, 2018
Podcast

episode 159 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio as Linda Friel, CFO of Payne & Payne Builders, discusses how to stay passionate in your profession.
Oct 22, 2018
Other Stuff

Uniform Guidance Procurement Standards Compliance

Under the Uniform Guidance procurement standards, every step in your district's purchasing process needs to be documented and you must ensure your procedures comply with the standards. Visit our resource center to learn more.
 
Oct 22, 2018
Podcast

episode 156 – transcript

Two of Rea's millennial employees join unsuitable on Rea Radio to talk about what attracts them to a job and what keeps them at a workplace.
 
Oct 22, 2018
Podcast

episode 156 – want to hire young leaders? then give ’em what they want!

By 2020, Millennials will make up one-third of the global workforce. We’ve all heard a lot of people with a lot of opinions about millennials, and there are some pretty negative stereotypes out there today – But the fact is, these stereotypes (at least for the most part) are flat-out wrong. Sarah Sparks and Deirdra DiVittis … Continued
 
Oct 18, 2018
PR

Rea & Associates Joins BDO Alliance USA

Rea & Associates joins BDO Alliance USA to enhance its client services and grow it capabilities.
 
Oct 1, 2018
Podcast

episode 153 – transcript

Content marketing specialist, Abbey Kanellakis, talks about content marketing and how businesses can take advantage of its benefits on this edition of unsuitable on Rea Radio. Read the "official transcript" now.
 
Sep 10, 2018
Podcast

episode 150 – transcript

Tom Scharf explains why cost accounting matters and how the new tax law will affect the manufacturing industry over the next few years on this edition of unsuitable on Rea Radio. Read the "official transcript" now.
 
Sep 4, 2018
Podcast

episode 149 – transcript

Mike Moran takes us through the importance of cybersecurity and where the "smart guys" are investing their IT dollars on this edition of unsuitable on Rea Radio. Read the "official transcript" now.
 
Sep 4, 2018
Podcast

episode 149 – where the “smart guys” are investing their IT security dollars

Listen to Mike Moran explain where the "smart guys" are investing their IT dollars and how you should protect your business from a cyber threat on this episode on unsuitable on Rea Radio.
 
Aug 27, 2018
Podcast

episode 148 – are you getting the most from your advisors?

Listen to Judy Bodenhamer and Marc Rosen talk about advisor relationships and what professionals can do to get the most out of these relationships on this episode of unsuitable on Rea Radio.
 
Aug 27, 2018
Podcast

episode 148 – transcript

Marc Rosen and Judy Bodenhamer talk about advisor relationships and how professionals can get more out of them on this edition of unsuitable on Rea Radio. Check out the "official transcript" now.
 
Aug 20, 2018
Podcast

episode 147 – protect your business from feeling the heat with hotlines

Listen to Ray Dunkle talk about his experience with business reporting hotlines and how they are an effective tool to combat against fraud and other unethical behaviors in the workplace on this episode of unsuitable on Rea Radio.
 
Aug 20, 2018
Podcast

episode 147 – transcript

Ray Dunkle is on unsuitable on Rea Radio to discuss how hotlines can help protect your business in today's workplace environments. Check out the "official transcript" now.
 
Aug 15, 2018
PR

INSIDE Public Accounting Recognizes Rea & Associates As Top 100 CPA Firm

Rea & Associates makes the 2018 Top 100 CPA Firm list and is ranked 97.
 
Aug 13, 2018
Podcast

episode 146 – bridging the generational gap

Listen as millennial consultant, Adam McCampbell, explains the importance of bridging the generation gap for businesses and how leadership can change to maintain success on this episode of unsuitable on Rea Radio.
 
Aug 13, 2018
Podcast

episode 146 – transcript

Adam McCampbell joins unsuitable on Rea Radio to talk about the generation gap between millennials and baby boomers and how businesses can successful bridge that gap to maintain success. Check out the "official transcript" now.
 
Aug 7, 2018
PR

Rea & Associates Is Certified To Industry Best Practices

Rea & Associates is one of the 48 CEFEX-certified firms in the nation.
 
Aug 6, 2018
Podcast

episode 145 – transcript

Doug Feller is on unsuitable on Rea Radio to talk about retirement readiness and the importance of financial planning. Check out the "official transcript" now.
 
Aug 6, 2018
Podcast

episode 145 – building your retirement paycheck

Listen to Doug Feller explain the modern retirement landscape and what you could be doing now to be financially prepared for a long and stable retirement on this episode of unsuitable on Rea Radio.
 
Aug 2, 2018
PR

Paul Gregory Joins Walthall Rea

Paul Gregory will work from Rea's Amherst office and serve as an income principal.
 
Jul 16, 2018
Podcast

episode 142 – transcript

Maureen Metcalf joins Dave to talk about to become an innovative leader and what that could mean for your business. Check out the "official transcript" now.
 
Jul 16, 2018
Podcast

episode 142 – don’t be a flip phone leader: how you can innovate leadership

Listen to Maureen Metcalf talk about the importance of innovative leadership and why businesses must continue to evolve to maintain success on this episode of unsuitable on Rea Radio.
 
Jul 9, 2018
Podcast

episode 141 – transcript

Maureen Metcalf joins Dave to talk about innovation and leadership and how the two go together for businesses to maintain success. Check out the "official transcript" now.
 
Jul 9, 2018
Podcast

episode 141 – don’t be a flip phone leader: what is innovative leadership?

Listen to Maureen Metcalf talk about the importance of innovative leadership and why businesses must continue to evolve to maintain success on this episode of unsuitable on Rea Radio.
 
Jul 6, 2018
PR

PMA Practice Transitions Launches New Website

PMA Practice Transitions designed its new website to focus on its clients and expert resources.
 
Jul 5, 2018
PR

Kathy LaMonica Brings Wealth Of Experience To Firm’s Growing State & Local Tax Team

Rea & Associates announces that Kathy LaMonica has joined its Cleveland office.
 
Jul 5, 2018
PR

Weisinger Earns Certified Exit Planning Advisor Designation

Paul Weisinger, ABV, CEPA, CPA, CVA, earned the Certified Exit Planning Advisor designation by completing the Exit Planning Institute's four-day executive program.
 
Jul 2, 2018
Podcast

episode 140 – transcript

New American citizen, Nouiy Kline joins Dave to talk about her experience gaining U.S. citizenship and how employers can help their workers down the path of citizenship. Check out the "official transcript" now.
 
Jul 2, 2018
Podcast

episode 140 – the american dream is alive

Happy Fourth of July! To celebrate, unsuitable talked with Nouiy Kline about her path to U.S. citizenship and what it means to be a U.S. citizen.
 
Jun 25, 2018
Podcast

episode 139 – transcript

Melane Howell and Tim Dimitroff talk with Dave Cain about cryptocurrencies and what the IRS is doing to keep track and tax investors. Read the "official transcript" now!
 
Jun 25, 2018
Podcast

episode 139 – watch out crypto-collectors, the IRS is watching!

Cryptocurrency experts, Melane Howell and Tim Dimitroff, explain how the IRS is taxing the coins and how crypto-investors should react to the regulations.
 
Jun 18, 2018
Podcast

episode 138 – holy cryptocurrency, batman!

Dr. Anonymous takes us through his first-hand experience with mining cryptocurrency and how he expects businesses to use this technology.
 
Jun 18, 2018
Podcast

episode 138 – transcript

Dr. Anonymous sits down with Dave Cain to discuss cryptocurrency and how more and more people are jumping into this exciting technology! Read the "official transcript" now.
 
Jun 12, 2018
PR

Rea To Prepare Interns With Real, Relevant Experience This Summer

Eight students join the ranks at Rea as summer interns to gain real, relevant experience in the accounting profession.
 
Jun 4, 2018
Podcast

episode 136 – transcript

Rea tax expert, Cindy Kula, provides listeners with valuable insight and strategy for all generations. Check out the "official transcript"!
 
Jun 4, 2018
Podcast

episode 136 – talkin’ ’bout my generational tax planning strategies

Tax planning and financial strategies for the younger generations are important and should be implemented as soon as possible!
 
Jun 1, 2018
PR

Doug Houser Accepts Director Role At Rea & Associates

Rea & Associates announces that Doug Houser has joined its Zanesville office.
 
May 30, 2018
PR

Barber Joins Top 100 Firm As Senior Manager

Rea & Associates announces that Jeff Barber has joined its Cleveland office.
 
May 30, 2018
PR

Madison Ziegler Receives Marcia L. Stutzman Scholarship

Marcia Stutzman's legacy lives on through a scholarship made in her name. Read more about the recipient.
 
May 29, 2018
Podcast

episode 135 – municipal taxes got you down?

Got questions about the Ohio Business Gateway? What other muni tax questions do you have? Dan Bialek sets us straight on this episode of unsuitable.
 
May 29, 2018
Podcast

episode 135 – transcript

Rea's Dan Bialek gives us great insights into the complex world of municipal taxes and how businesses owners are affected. Check out the "official transcript" now!
 
May 22, 2018
Podcast

episode 134 – transcript

Jeremiah provides valuable insights about what workforce wellness programs are and how they can help businesses thrive. Check out the "official transcript" now!
 
May 22, 2018
Podcast

episode 134 – workforce wellness: how it impacts your bottom line

Workforce wellness programs are becoming more popular across the nation, and for good reason. Listen now to learn why you should implement one at your business as soon as possible!
 
May 15, 2018
Podcast

episode 133- transcript

Bookkeeping and QuickBooks tips and advice are available to you in "official transcript" form. Read Amy's best practices now!
 
May 7, 2018
Podcast

episode 132 – good isn’t good enough

Find out more about the relationship between business success and financial information.
 
May 7, 2018
Podcast

episode 132 – transcript

Business financial information and the keys to success are readily available to you in "official transcript" form. Check out what Jeff has to say!
 
Apr 30, 2018
Podcast

episode 131 – stop, collaborate, & listen (to your customers)

Discover why this branding expert thinks customer experience is what makes or breaks a business.
 
Apr 30, 2018
Podcast

episode 131 – transcript

Learning about customer experience and how to branding is vital to your business is even more enjoyable in "official transcript" form. Check out what Nick has to say!
 
Apr 26, 2018
PR

Conrad Earns Advanced Single Audit Certification

Derek Conrad, CPA, senior manager with Rea, has earned his Advanced Single Audit Certification.
 
Apr 23, 2018
Podcast

episode 130 – transcript

Learning about Employee Stock Ownership Plans and succession planning is even more enjoyable in "official transcript" form. Check out what Tim has to say!
 
Apr 23, 2018
Podcast

episode 130 – ESOP Fables: Is It The Right Move For You?

Discover why this succession planning expert believes ESOPs are growing in popularity and what you should consider before deciding to implement one.
 
Apr 16, 2018
Podcast

episode 129 – why one business owner converted to an employee stock ownership plan (esop) for succession

Find out why this Central Ohio business owner converted his company to an ESOP and listen as he explains his unique experience.
 
Apr 16, 2018
Podcast

episode 129 – transcript

Dave's commentary and insights are even better in "official transcript" form. Check it out!
 
Apr 9, 2018
Podcast

episode 128 – networking 101

Learn more about how to network confidently, build meaningful relationships and become a strong leader at your workplace.
 
Apr 9, 2018
Podcast

episode 128 – transcript

Natalie's commentary and insights are even better in "official transcript" form. Check it out!
 
Apr 5, 2018
PR

Annie Yoder Named Honorary Inductee Of Walsh University’s Sigma Beta Delta Chapter

Annie Yoder, CPA, CFE, CFF, principal and director of development with the firm, was named a honorary inductee for Walsh University's Sigma Beta Delta chapter.
 
Mar 26, 2018
Podcast

episode 126 – do you have a kick-ass website?

Learn more about the importance of websites and how branding affects business success.
 
Mar 26, 2018
Podcast

episode 126 – transcript

Brad's commentary and insights are even better in "official transcript" form. Check it out!
 
Mar 19, 2018
Podcast

episode 125 – transcript

Scott's commentary and insights are even better in "official transcript" form. Check it out!
 
Mar 19, 2018
Podcast

episode 125 – what have we (the accounting industry) done for you (ohio businesses) lately?

Learn more about the CPA profession and how Ohio legislation affects the industry.
 
Mar 19, 2018
PR

Accounting Today Recognizes Rea & Associates As A Top 100 CPA Firm

Rea & Associates was named to the Accounting Today 2018 Top 100 CPA Firm list.
 
Mar 12, 2018
Podcast

episode 124: don’t open that email

Learn how you can combat cyber crime and protect yourself against email scams at your business.
 
Mar 12, 2018
Podcast

episode 124 – transcript

Mike's commentary and insights are even better in "official transcript" form. Check it out!
 
Mar 7, 2018
PR

Rea & Associates Launches New Website

Rea & Associates designed its new website to focus on its clients and resources.
 
Mar 5, 2018
Podcast

episode 123 – transcript

Zac's commentary and insights are even better in "official transcript" form. Check it out!
 
Feb 26, 2018
Podcast

episode 122 – transcript

Kyle's commentary is even better in "official transcript" form. Check it out!
 
Feb 19, 2018
Podcast

episode 121 – transcript

Joe's commentary is even better in "official transcript" form. Check it out!
 
Feb 12, 2018
Podcast

episode 120 – transcript

Missed something in the audito of episode 120 or want to go back and get greater clarification on something? You can snag up the transcript here!
 
Feb 7, 2018
PR

Rea Donates Top Business Books To Entrepreneurs In Dublin

Rea donated books to the Dublin Entrepreneurial Center to celebrate recording 100 episodes of the podcast, unsuitable on Rea Radio.
 
Feb 5, 2018
Podcast

episode 119 – transcript

Read the official transcript for episode 119: tax reforms and jobs act: implications for c corps and flow-through entities featuring Christopher Axene.
 
Jan 29, 2018
Podcast

episode 118 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Jan 24, 2018
PR

Ohio CPA Firm Donates Over 35K Pounds Of Food To Local Nonprofits

Rea & Associates donates over 35K pounds of food to local nonprofits.
 
Jan 22, 2018
Podcast

episode 117 – transcript

Wondering what to expect when you go to file your personal tax returns next year now that tax reform is a reality? Read the transcript for episode 117, "what individuals need to know about filing 2018 tax returns and trump's tax reform initiative" for a closer look.
 
Jan 15, 2018
Podcast

episode 116 – transcript

Dave Cain: Welcome to Unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices, and their traditional business suit culture. Our guests are industry professionals and experts, who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Jan 15, 2018
Podcast

episode 116: your baby (business) is all grown up… so what’s next?

After pouring your blood, sweat, and tears into starting and growing a business, you are now at a point in your career where you can ponder the BIG question: What’s next? Those two little words pack a big punch, and we’re going to explore the implications associated with some of the next steps you might … Continued
 
Jan 2, 2018
Podcast

episode 114 – transcript

Click here to read the official transcript for episode 114, “How To Start Investing Into Your Profession + A Salute To Public Accounting.”
 
Jan 2, 2018
Podcast

episode 114: how to start investing into your profession + a salute to public accounting

The average American spends 90,000 hours at work over the course of their lifetime. Here at Rea, we think that’s way too many hours to spend doing something you’re not truly passionate about. If you are truly passionate about what you do, your job becomes something more than just a way to make ends meet. … Continued
 
Dec 26, 2017
Podcast

episode 113 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services, and business advisory podcast, that challenges your old school business practices, and their traditional business suit culture. Our guests are industry professionals and experts, who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions, to help … Continued
 
Dec 26, 2017
Podcast

episode 113: a resilient resolution: if we don’t care for ourselves, there’s no way we can care for others

As we approach the New Year, it’s not uncommon to set a few personal or professional goals. But instead of resolving to lose a few pounds or to become a regular member of that new country club (in the hopes of landing a few leads), our guest has a better, more realistic idea – simply … Continued
 
Dec 18, 2017
Podcast

episode 112 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help enhance … Continued
 
Dec 15, 2017
PR

Paul Weisinger Accepts Treasurer Position With Cleveland Arts Prize

Rea & Associates announces that Paul Weisinger, CPA, CVA, ABV, has accepted the role of treasurer of Cleveland Arts Prize.
 
Dec 11, 2017
Podcast

episode 111 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Dec 11, 2017
Podcast

episode 111: setting meaningful leadership goals for 2018

The year is just about over, which means you’ll soon be reflecting on all the things you managed to accomplish over the last 12 months, or maybe all the things you weren’t able to accomplish… In any case, before you set out to tackle your goals for the year ahead, you’ll want to listen to … Continued
 
Dec 5, 2017
Podcast

episode 110 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio. The award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to … Continued
 
Dec 5, 2017
Podcast

episode 110: how to prepare for a painless audit

Does the thought of an auditor on your doorstep fill you with fear? Well, it shouldn’t. Here at Rea, we have more than a few really great auditors on staff (and we’ve worked with countless others), and we’re happy to report that most of them aren’t nearly as bad as they’re made out to be. … Continued
 
Nov 27, 2017
Podcast

episode 109 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices, and their traditional business suit culture. Our guests are industry professionals and expert who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions that … Continued
 
Nov 27, 2017
Podcast

episode 109: most new businesses fail … but you don’t have to

New entrepreneurs are faced with a lot of challenges, and oftentimes they are unequipped to deal with the obstacles that stand in their way. We want you to start your next business venture prepared. On this episode of unsuitable on Rea Radio, we are joined by Melane Howell. Shas helped more than a few startups … Continued
 
Nov 20, 2017
Podcast

episode 108 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help … Continued
 
Nov 20, 2017
Podcast

episode 108: the importance of supporting locally-owned businesses (every day of the year)

On November 1, 2017, Rea & Associates and the Walthall CPA Group announced that the two firms have merged – so we’d like to give a warm welcome to the Walthall team, your family, your friends, your advisors, and your clients from all the folks here at unsuitable on Rea Radio. To celebrate our community getting … Continued
 
Nov 16, 2017
PR

Rea & Associates Promotes 17 Across The Firm

Rea & Associates announces that it has promoted 27 individuals in 2017.
 
Nov 16, 2017
PR

Edie Honored For Commitment To Firm Values At Annual Award Ceremony

New Philadelphia Benefits Coordinator Brings Firm Positivity & Compassion New Philadelphia, OH – For JoAnn Edie, benefits coordinator with Rea & Associates, a regional accounting and business consulting firm, the beginning of every year is more than just her busy season, it’s another opportunity to make a difference in the lives of others. It is … Continued
 
Nov 16, 2017
PR

One Woman’s Long-Time Commitment And Dedication To Lima Community Recognized At Annual Spotlight Awards Ceremony

Sharon Cole Receives Marcia Stutzman Award For Community Service For Prison Ministry Work Lima, OH – Rea & Associates, a regional accounting and business consulting firm, honors employees for their contributions to community, client service, the public accounting profession and to the firm as a whole. This year, for her long-time dedication to the Lima … Continued
 
Nov 16, 2017
PR

Firm Awards The Late Laurie Braun For Her Commitment To Client Service

Braun Spotted Million-Dollar Error, Fought To Resolve Issue In Favor Of The Client November 15, 2017 | New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, honors employees for their contributions to community, client service, the public accounting profession and to the firm as a whole. This year, for her dedication … Continued
 
Nov 16, 2017
PR

Lee Beall Recognized for Long-Time Commitment to Accounting Profession at Annual Award Ceremony

Dublin – Rea & Associates, a regional accounting and business consulting firm, honors employees for their contributions to community, client service, the public accounting profession and to the firm as a whole. This year, for his long-time dedication to the accounting profession, Lee Beall, CPA, Rea’s former CEO and current executive vice president, was nominated by … Continued
 
Nov 14, 2017
PR

Walthall CPAs and Rea & Associates Complete Merger, Implement Regional Structure to Manager 12 Offices

Top 100 CPA Firm Expands Presence In The Buckeye State, Names Regional Presidents New Philadelphia, Ohio – Rea & Associates, Inc., a regional accounting and business consulting firm has successfully merged in Walthall CPAs on Nov.1. Now combined, the practice boasts a workforce of nearly 300 professionals, all of whom are ready to serve clients … Continued
 
Nov 13, 2017
Podcast

episode 107 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
Nov 10, 2017
Blog

Finding The Right Fit

Most people don’t just walk up to a house, knock on the door and ask to buy the homeowner out. There’s typically some planning and preparation that goes in to making such a large purchase. The same goes in the mergers & acquisitions world. Businesses don’t approach other businesses about merging or acquiring without extensive … Continued
Nov 6, 2017
Blog

Keep Your Practice In Tip-Top Shape

While managing cash flow, maintaining effective internal controls or executing a top-notch marketing strategy may not give you the motivation needed to get out of bed, you can’t afford to let those responsibilities fall by the wayside.
 
Nov 6, 2017
Podcast

episode 106 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award willing financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to … Continued
 
Nov 2, 2017
PR

Local CPA Firm Gives Pets A Chance To Lend a Paw To Help With Ongoing Disaster Relief Efforts

Rea's Paws-To-Paws campaign raised money and supported the Humane Society of the United States' Disaster Relief Efforts.
 
Oct 31, 2017
Podcast

episode 105 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services in business advisory podcast that challenges your old-school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help enhance … Continued
 
Oct 26, 2017
PR

Rea & Associates’ Dee Webb Earns QKA Designation

New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Dee Webb has successfully completed the final section of the Qualified 401(K) Administrator (QKA) exam. Webb is an experienced client service specialist at the firm’s New Philadelphia office where she is responsible providing assistance for pension plan participants. The QKA examination … Continued
 
Oct 23, 2017
Podcast

episode 104 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices in their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Oct 23, 2017
Podcast

episode 104: how a cost segregation study can save your business (a lot of) money

Are you paying more in federal taxes than your fair share? Well, if you own buildings, you could be; and a cost segregation study could provide you with the relief you’ve been looking for. On this episode of unsuitable on Rea Radio, we’re joined by Dave McGuire, co-founder & director of McGuire Sponsel, a regional … Continued
 
Oct 16, 2017
Podcast

episode 103 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to helping … Continued
 
Oct 9, 2017
Podcast

episode 102 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and the traditional business-suit culture. Our guests are industry professionals and experts who will challenge you to think beyond a suit and tie, while offering you meaningful, modern solutions to help enhance your company’s … Continued
 
Oct 9, 2017
Podcast

episode 102: today’s customer service paradigm is all about immediacy

Businesses can no longer afford to be anything but attentive, accommodating, and polite when it comes to customer service. One wrong word or tweet from someone on your front lines might be all it takes for your company to go viral … and that’s not necessarily a good thing. So, with all that’s at stake, … Continued
 
Oct 2, 2017
Podcast

episode 101 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions to help enhance … Continued
 
Oct 2, 2017
Podcast

episode 101: how to be a business development super hero

Business owners, do you ever feel like you’re expected to be two different people?  On the one hand, you’re expected to be a genius in your craft. Whether you manufacture widgets or brew craft beer, you’d better be fully capable of jumping in and getting your hands dirty. On the other hand, you must maintain … Continued
 
Sep 25, 2017
Podcast

episode 100 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help you … Continued
 
Sep 25, 2017
Podcast

episode 100: our favorite business & professional growth resources

If you liked this episode of unsuitable on Rea Radio, let us know by hitting the like button or by sharing it with your followers on social media. You can also use #ReaRadio to join the conversation on Facebook and Twitter. Thank you for coming along for the ride! We hope that you’ve enjoyed the journey! official … Continued
 
Sep 25, 2017
PR

Walthall & Rea Merger FAQs

Walthall CPAs will merge with Rea & Associates on Nov. 1, 2017. Walthall and Rea are both highly respected firms with strong ties to the communities in which they operate, and we are proud to become one team. You may have some questions about this merger. To answer these questions, we’ve compiled a list of … Continued
 
Sep 25, 2017
PR

Walthall CPAs And Rea & Associates Eye November 1 Merger Date

Rea & Associates Inc., a regional accounting and business consulting firm, has announced its intention to merge in the Cleveland-based firm, Walthall CPAs, on Nov. 1, 2017.
 
Sep 19, 2017
PR

Experienced Internal Communications Specialist Joins Top 100 CPA Firm

Rea & Associates Invests In Internal Communications Efforts, Hires Abigail Eisenbrei To Lead Communications Efforts Across Multi-Office Ohio Accounting & Business Consulting Firm September 18, 2017 | New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, continues to identify opportunities to improve its client service initiatives and employee relations efforts. … Continued
 
Sep 18, 2017
PR

Rea & Associates Looks Internally To Fill New Development Director Role

Annie Yoder Tapped To Oversee Regional Firm’s Leadership & Development Initiatives September 15, 2017 | New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, continues to move forward with its initiative to actively identify and develop top talent. To this end, the regional firm has formally established a dedicated development … Continued
 
Sep 18, 2017
Podcast

episode 99 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Sep 11, 2017
Podcast

episode 98 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions to help enhance your … Continued
 
Sep 5, 2017
Podcast

episode 97 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions to help … Continued
 
Aug 28, 2017
Podcast

episode 96 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guest are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to … Continued
 
Aug 28, 2017
Podcast

episode 96: how to build relationships that drive business results

Relationships are critical in business, regardless of your industry or what you offer your customers. Matt Scherer, president of PMA Practice Transitions, a dental practice sales and transition company, spent nearly 17 years with Bank of America before embarking on his new role in the dental industry. While these two careers may appear to be completely … Continued
 
Aug 22, 2017
Podcast

episode 95 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help … Continued
 
Aug 22, 2017
Podcast

episode 95: the american dream: be your own boss

When people talk about pursuing the American Dream, they often aspire to business ownership. However, as many of you already know, owning a business is much more than a fleeting aspiration: you have to be open to expert insight from outside advisors and be willing to put in long, thankless hours away from your family … Continued
 
Aug 14, 2017
Podcast

episode 94 – transcript

Dave Cain: Welcome to Unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help you … Continued
 
Aug 14, 2017
Podcast

episode 94: human resources 101: managing a multigenerational workforce

When you employ men and women who are nearing the end of their careers, just entering the workforce, and all the ages in between, challenges are expected… but that doesn’t mean a multigenerational workforce can’t be productive. Pat Porter, vice president of Human Resources at AAA Auto Club, joins us for part two of our … Continued
 
Aug 10, 2017
PR

Rea & Associates Named To Nationally Recognized Top 100 CPA Firm List

INSIDE Public Accounting Reveals The Nation’s Top 100 CPA Firms For 2017 August 10, 2017 | New Philadelphia, Ohio – With more than 50,000 public accounting firms throughout the United States, to be named one of the Top 100 is not an easy accomplishment, but Rea & Associates, an Ohio-based accounting and business consulting firm, continues to … Continued
 
Aug 7, 2017
Podcast

episode 93 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices in the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help enhance … Continued
 
Aug 7, 2017
Podcast

episode 93: human resources 101: hiring & retaining top talent

Do you know how much it will cost you to fill a vacant position in your organization? According to the Society for Human Resource Management, the answer is $4,129 … and, depending on how many people you need or how high your company’s turnover rate is, that figure could soon balloon out of control. To … Continued
 
Jul 31, 2017
Podcast

episode 92 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to … Continued
 
Jul 24, 2017
Podcast

episode 91 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts, who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help … Continued
 
Jul 24, 2017
Podcast

episode 91: the value of client relationships: expertise, loyalty, & opportunity

Here at Rea, we spend a lot of time getting to know more about our marketplace and the various people in it. Customers, competitors, community leaders, you name it – we always want to learn more… but why? On this episode of unsuitable on Rea Radio, we’re joined by Kevin Bill. Kevin has found great … Continued
 
Jul 21, 2017
PR

Society for Human Resources Management Awards Scholarship to Renee West

Rea’s Human Resources Manager Prepares For SHRM’s Highest Credential New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Renee West, SHRM-CP, PHR, Rea’s human resources manager, was awarded a certification scholarship from the Society for Human Resource Management (SHRM) Foundation. This scholarship will be used to purchase study … Continued
 
Jul 17, 2017
Podcast

episode 90 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Jul 10, 2017
Podcast

episode 89 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices, and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to … Continued
 
Jun 30, 2017
Podcast

episode 88 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering meaningful modern solutions to help you … Continued
 
Jun 30, 2017
Podcast

episode 88 – cybersecurity: how to prepare for ransomware 

Do you know if your backup data is safe? A new type of ransomware has IT pros on the defense and this one is taking aim at your VEEAM backups, which means your backup data files can no longer be considered fail-safe. Returning guest Joe Welker, cyber security expert and a manager on Rea’s IT … Continued
 
Jun 28, 2017
PR

Marcia L. Stutzman Scholarship Awarded to Rebecca Vales

Annual Scholarship Helps Keep Legacy Alive Millersburg, Ohio – The employees of Rea & Associates, Inc., in connection with The Rea Foundation continue to honor the life and memory of Marcia L. Stutzman, CPA, through a memorial scholarship directed and managed by the Holmes County Education Foundation. This year, Rebecca Vales, a senior at West … Continued
 
Jun 28, 2017
PR

Veal Earns Employee Benefit Plan Audit Certification

Supervisor at Rea & Associates Earns Respected Credential June 26, 2017 | Lima, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Kimberly Veal, CPA, a supervisor in Rea’s Lima office, has earned the AICPA’s Intermediate Employee Benefit Plans Audit Certification. This highly regarded certification is a testament to the … Continued
 
Jun 26, 2017
Podcast

episode 87 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices in the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help … Continued
 
Jun 26, 2017
Podcast

episode 87 – the leaders: they are a-changin’

We live in an era of increasing entrepreneurship and constant change, and new leaders have to learn to adapt. In this episode of unsuitable on Rea Radio, we’ll take a look at the rising generation of young leaders, how the challenges facing leadership are shifting and how leaders can innovate in today’s increasingly competitive business … Continued
 
Jun 19, 2017
Podcast

episode 86 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial service and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guest are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help enhance … Continued
 
Jun 19, 2017
Podcast

episode 86: demystifying legislative jargon & leveraging the ohio society of cpas

There’s a lot of political rhetoric being thrown around these days, especially with regard to legislative issues. In this episode of unsuitable on Rea Radio, we will cut through the jargon and explain what business owners can expect from the state of Ohio, as well as from the federal government, in the coming months. Our … Continued
 
Jun 9, 2017
PR

Rea & Associates To Present Essential Fiduciary Training Webinar on June 29

Firm Will Provide Information About “Essential Fiduciary Training” May 31, 2017 | New Philadelphia, Ohio – Rea & Associates, Inc., a regional accounting and business consulting firm, will present a free webinar to educate participants about fiduciary responsibility. The Essential Fiduciary Training webinar will be presented on June 29 by Rea & Associates and will … Continued
 
Jun 9, 2017
PR

Mitchel Huffman Joins Rea & Associates

Rea & Associates Welcomes Skilled Staff Accountant To Lima Office May 22, 2017 | Lima, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Mitchel Huffman has accepted a position with the firm as a staff accountant. Huffman, a resident of Lima, earned his bachelor’s degree from Bluffton University and … Continued
 
Jun 8, 2017
Podcast

episode 85 – transcript

Dave Cain:      Welcome to unsuitable on Rea Radio the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help … Continued
 
Jun 8, 2017
Podcast

episode 85: collaborate, integrate, automate: customer relationship management & profitability

From forming strategic relationships with like-minded business owners to maintaining positive relationships with our existing customers and everything in between, facilitating new relationships and nurturing new ones is an essential component to the sustainability and growth of any business. But we also know that building relationships can be a difficult and drawn-out process. Happily, in … Continued
 
Jun 5, 2017
Podcast

episode 84 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio. The award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business soup culture. Our guests are industry professionals and experts who challenge you to think beyond the suit and tie while offering meaningful modern solutions to help enhance … Continued
 
May 30, 2017
Podcast

episode 83 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and the traditional business-suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help you enhance … Continued
 
May 30, 2017
Podcast

episode 83: the value of valuations: increase your practice ownership potential

If you are an associate in a professional practice your options, earnings and flexibility can be somewhat limited. On the flip side, so is your risk, which can be appealing – but that means you also don’t have nearly as much to gain. Practice ownership, however, can put you in the position to maximize your … Continued
 
May 22, 2017
Podcast

episode 82 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help … Continued
 
May 22, 2017
Podcast

episode 82 – for a more profitable business, engage in the strategy of law

Maintaining a working relationship with a credible attorney is just good business sense. After all, you never really know when you are going to find yourself in need of expert legal advice. But do you know how to get more from this critical relationship? On this episode of unsuitable on Rea Radio we give you … Continued
 
May 15, 2017
Podcast

episode 81 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices in the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help enhance … Continued
 
May 15, 2017
Podcast

episode 81: information is everywhere, ideas are cheap, but good entertainment is hard to find

Ever wonder what goes into producing a podcast of your own? You’re in luck! On this episode of unsuitable on Rea Radio we’re offering you a glimpse behind the curtain. To help tell the story behind unsuitable, we caught up with Brad Circone, former rock star turned branding guru and the producer of the award-winning … Continued
 
May 8, 2017
Podcast

episode 80 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help you … Continued
 
May 8, 2017
Podcast

episode 80: you can get by with a little help from your friends

From taking out the trash to human resources management, early in a business’ lifecycle, you might find yourself doing everything, but that’s just not sustainable in the long term. On this episode of unsuitable on Rea Radio, we are joined by Brad Martyn, of FocusCFO, who reminds us that the simple act of surrounding yourself … Continued
 
May 1, 2017
Podcast

episode 79 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio. The award-winning financial services and business advisory podcast that challenges your old-school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help you … Continued
 
May 1, 2017
Podcast

episode 79: begin with the end in mind: get more from your business valuation

Tim McDaniel has built a career working with those who are looking to maximize the value of their business. And with 2,500 business valuations under his belt, it’s safe to say he knows what he’s doing. On this episode of unsuitable on Rea Radio, Tim will share three critical factors necessary for increasing a company’s … Continued
 
Apr 24, 2017
Podcast

episode 78 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to … Continued
 
Apr 17, 2017
Podcast

episode 77 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guest are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Apr 10, 2017
Podcast

episode 76 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to … Continued
Apr 6, 2017
Blog

Ways To Measure Business Success

Many of the most successful business owners are great with numbers. They pride themselves on their ability to crunch the numbers and assess whether a business as a whole, or a particular aspect of a business, is operating effectively. There is a reason that so many successful business people are great with numbers; it is … Continued
 
Apr 3, 2017
Podcast

episode 75 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guest are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help you … Continued
 
Apr 3, 2017
Podcast

episode 75 – the man with the plan: taking control of your career

Have you ever felt stuck in your career? Believe it or not, you are not alone. Today’s guest, Jerry L. Esselstein, is here to help. Jerry is well known for successfully advising countless business leaders in the areas of personal development, accountability, and organizational improvement for the past 15 years. On today’s episode of unsuitable … Continued
 
Mar 31, 2017
PR

Accounting Today Recognizes Rea & Associates As A Top 100 CPA Firm

Firm Also Receives Top Great Lakes Region CPA Firm Honors March 22, 2017 | New Philadelphia, Ohio – Rea & Associates, Inc., a regional accounting and business consulting firm, landed a place on the Accounting Today 2017 Top 100 Firms list. Rea was ranked 98th on the list, which is published annually and is primarily … Continued
 
Mar 27, 2017
Podcast

episode 74 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old-school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Mar 20, 2017
Podcast

episode 73 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals experts who will challenge you to think beyond the suit and tie, will offer you meaningful modern solutions to help enhance … Continued
 
Mar 13, 2017
Podcast

episode 72 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to … Continued
 
Mar 6, 2017
Podcast

episode 71 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Mar 6, 2017
Podcast

episode 71 – great ideas are never enough

great ideas are never enough Even though ours is the land of opportunity, transitioning a business from start-up to fully functional enterprise can be a difficult course to navigate. On this episode of unsuitable on Rea Radio, Matt Adams, founder of Dot the I Creative and the marketing director of the Dublin Entrepreneurial Center (DEC), … Continued
 
Mar 2, 2017
PR

Audrey Metzger Transfers To Rea & Associates’ Dublin Office

February 23, 2017 | Dublin, Ohio – Rea & Associates announces that Audrey Metzger, a staff accountant at the firm, has transferred to its Dublin office. She had originally accepted a position in Rea’s Millersburg office in 2015. As a staff accountant, Metzger is responsible for preparing individual and business tax returns, preparing compilations and … Continued
 
Mar 2, 2017
PR

Contini Earns Advanced Single Audit Certification

Lisa Contini has earned her Advanced Single Audit Certification through the AICPA.
 
Mar 2, 2017
PR

Rea & Associates Promotes Matt Pottmeyer To Equity Principal

March 2, 2017 | Marietta, Ohio – Rea & Associates, a regional CPA and business consulting firm, announces the promotion of Matt Pottmeyer, CPA, CGMA, to equity principal at the firm’s Marietta office. “Matt is committed to identifying additional ways to provide even greater value to the clients we serve every day,” said Don McIntosh … Continued
 
Mar 2, 2017
PR

Rea & Associates Taps Chris Axene For Board Position

March 2, 2017 | Dublin, Ohio – Rea & Associates, a regional CPA and business consulting firm, announces that Christopher Axene, CPA, will serve as the newest member of the firm’s board of directors. “Since joining Rea in 2004, Chris has emerged as a leader in the firm.” said Don McIntosh, CPA, CEO of Rea. … Continued
 
Feb 27, 2017
Podcast

episode 70 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services in business advisory podcast that challenges your old-school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions to help you enhance … Continued
 
Feb 27, 2017
Podcast

episode 70: the trump plan: taxes are-a-changin’

In the days leading up to a highly publicized speech, political analysts aren’t shy when it comes to making a few predictions about what President Donald Trump will and will not say. Now that he has been Commander in Chief for a few weeks, we thought we would be brave and venture a few predictions … Continued
 
Feb 20, 2017
Podcast

episode 69 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help enhance … Continued
 
Feb 13, 2017
Podcast

episode 68 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help enhance … Continued
 
Feb 6, 2017
Podcast

episode 67 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help you enhance … Continued
 
Jan 30, 2017
Podcast

episode 66 – transcript

Dave Can: Welcome to unsuitable on Rea Radio, the award-winning financial services in business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued
 
Jan 23, 2017
Podcast

episode 65 – transcript

Dave Cain: Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help … Continued
 
Jan 23, 2017
Podcast

episode 65 – live like royalty: realize top dollar for your mineral rights

Scott Moyer, CPA, and Jim Fracker, CPA have worked with many landowners in the shale-rich Marcellus and Utica regions. On this episode of unsuitable on Rea Radio, the duo will talk about how they frequently work with clients to ensure they are being fairly compensated for use of their land. Keep listening to learn how … Continued
 
Jan 19, 2017
PR

Tax Season Program Poised To Prepare 19 Interns With Real, Relevant Experience

Rea & Associates Internship Program Increases Capacity, Reinforces Structure New Philadelphia, Ohio – Sooner or later we all come to the realization that securing our own professional success is heavily dependent on whether or not we have taken the steps to prepare ourselves to rise to the occasion. Rea & Associates, a regional accounting and … Continued
 
Jan 16, 2017
Podcast

episode 64 – transcript

Dave Cain:           Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions to … Continued
 
Jan 9, 2017
Podcast

episode 63 – transcript

Dave Cain:     Welcome to unsuitable on Rea Radio, the award winning financial services and business advisory podcast that challenges your old school business practices in the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to … Continued
 
Jan 4, 2017
PR

Ohio CPA Firm Donates Nearly 30K Pounds Of Food To ‘Help Can Hunger’

Rea & Associates Employees Collect Food, Donations For Local Food Pantries January 4, 2017 | New Philadelphia, Ohio – During any given week across the state of Ohio, 230,000 people receive emergency food assistance, 35 percent of whom are children younger than 18. And 50 percent of Ohioans are left to choose between paying their … Continued
 
Jan 3, 2017
Podcast

episode 62 – transcript

Dave Cain:     Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie by offering you meaningful modern solutions to help … Continued
 
Dec 22, 2016
Podcast

episode 61 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help enhance … Continued
 
Dec 19, 2016
Podcast

episode 60 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help you … Continued
 
Dec 12, 2016
Podcast

episode 59 – transcript

Dave Cain:     Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help you … Continued
 
Dec 5, 2016
PR

Don McIntosh Named New CEO Of Rea & Associates

December 5, 2016 | New Philadelphia, Ohio – Rea & Associates, Inc., a regional accounting and business consulting firm, announces that Don McIntosh, CPA, CGFM, CFE, will formally begin his term as the firm’s fifth CEO on Jan. 1, 2017. The firm’s board of directors appointed McIntosh to serve in this capacity earlier this year … Continued
 
Dec 5, 2016
Podcast

episode 58 – transcript

Dave Cain:     Welcome to Unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help … Continued
 
Dec 5, 2016
Podcast

episode 58 – lee beall on being ceo: life’s been good to him so far

Over the last few years, Lee Beall, CPA, principal and current CEO of Rea, has been focused on laying the groundwork for the future of the firm and he will join Dave on this week’s episode to talk about his experience and the importance of managing a comprehensive succession plan as well giving us insight … Continued
 
Nov 28, 2016
Podcast

episode 57 – transcript

Dave Cain:     Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcasts, that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts, who will challenge you to think beyond the suit and tie, while offering you meaningful modern solutions to help … Continued
 
Nov 28, 2016
Podcast

episode 57 – finding your fortune with the perfect financial fiduciary

Doug Feller, CFP, a principal and financial advisor with Investment Partners, joins us on today’s episode of unsuitable on Rea Radio to talk about how to manage and grow your wealth. Developing a plan to promote personal short- and long-term financial success is difficult, which is why it’s so important to meet with a financial … Continued
 
Nov 15, 2016
PR

Gerdeman Recognized For Commitment To Clients, Firm Values At Ceremony

Lima client service specialist ‘sweats the details,’ changes lives Nov. 14, 2016 | New Philadelphia, OH – For Elaine Gerdeman, a client service specialist with Rea & Associates, a regional accounting and business consulting firm, the beginning of every year is more than just busy season, it’s an opportunity to make a difference in the … Continued
 
Nov 15, 2016
PR

Rea Government Audit Team Awarded For Their Work With Client

Firm’s Government Team Helps State Agency Amid Difficult Staff Loss New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, honors employees for their contributions to community, client service, the public accounting profession and to the firm as a whole. This year, for their dedication to client service while working with … Continued
 
Nov 15, 2016
PR

Festi Recognized For Long-Time Commitment To The Accounting Profession

Firm Establishes Scholarship To Honor Festi’s 40-Year Career Nov.14, 2016 | New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, honors employees for their contributions to community, client service, the public accounting profession and to the firm as a whole. This year, for his long-time dedication to the accounting profession, … Continued
 
Nov 15, 2016
PR

Rea & Associates Promotes 28 Across The Firm

Continued Advancement Celebrated At Ohio CPA Firm New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces the promotion of 27 team members throughout the firm. “As we keep our eyes on the future, we are committed to recognizing the best and brightest. I am pleased to have the opportunity … Continued
 
Nov 14, 2016
Podcast

episode 56 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old-school business practices and their traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie, while offering you meaningful, modern solutions to help enhance your … Continued
 
Nov 7, 2016
Podcast

episode 55 – transcript

Dave:  Welcome to unsuitable on Rea Radio. The award-winning financial services and business advisory podcast that challenges your old school business practices and the traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help you … Continued
 
Nov 7, 2016
PR

Rea & Associates Purchases Friel & Associates

November 7, 2016 | Mentor, Ohio – Rea & Associates, a regional accounting and business consulting firm with 11 offices throughout Ohio, has merged with Chardon-based accounting firm Friel & Associates, LLC, effective Nov. 1, 2016. “Friel & Associates has established a great reputation among the business community throughout the Greater Cleveland area by embracing … Continued
 
Oct 31, 2016
Podcast

episode 54 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices in a traditional business suit culture. Our guests are industry professionals and experts who will challenge you to think beyond the suit and tie while offering you meaningful, modern solutions to help you … Continued
 
Oct 24, 2016
Podcast

episode 53 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial services and business advisory podcast challenging your old school business practices in the traditional business suit culture. We’ll hear from industry professionals and experts. Our guests will challenge you to think beyond the suit and tie while offering you meaningful, modern, and sometimes controversial solutions … Continued
 
Oct 24, 2016
Podcast

episode 53 – dispelling the myths of business valuations

Mary Beth Koester joins Dave to discuss professional service valuations and to debunk common valuation misconceptions. Episode 53, “dispelling the myths of business valuations,” provides listeners with key insight into the art of knowing the true value of a business practice and how that knowledge can help facilitate future growth. Practice valuations, according to Mary Beth, … Continued
 
Oct 17, 2016
Podcast

episode 52 – transcript

Dave:  Welcome to unsuitable on Rea Radio, the award-winning financial service in business advisory podcast challenging your old school business practices and the traditional business suit culture. We’ll hear from industry professionals and experts. Our guest will challenge you to think beyond the suit and tie while offering you meaningful and modern solutions to help … Continued
 
Oct 17, 2016
Podcast

episode 52 – gain the greatest return on your business, invest in the human response

On episode 52, Tim Kight, founder and president of Focus3, a leadership development consulting company headquartered in Central Ohio, talks about what it takes to transform good leaders into exceptional leaders capable of executing great strategies within complex environments. As published in the Wall Street Journal, Tim’s expertise has helped current head coach of the … Continued
 
Oct 10, 2016
PR

Internship Turns Into Full-Time Career Opportunity for Joseph Giorgio

Client Service Specialist Join’s Rea & Associates’ Medina Office October 10, 2016 | Medina, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Joseph Giorgio has accepted a position as a client service specialist in the firm’s Medina office. Giorgio previously served his internship with the firm where he helped … Continued
 
Oct 10, 2016
Podcast

episode 51 – bringing the doctor’s office into the business office

Ongoing healthcare legislation continues to motivate business owners to innovate when it comes to providing their employees with optimal and cost effective health and wellness options. This week on unsuitable on Rea Radio, Dave is joined by Rick Pipes, a partner at PiPES insurance, an independent insurance agency headquartered in New Philadelphia, Ohio, to discuss … Continued
 
Oct 3, 2016
Podcast

episode 50 – the only advice that matters (one year anniversary)

You’ve likely heard a lot of really great advice over the years … so have we! And so, for this episode, we decided to celebrate the podcast’s anniversary episode by compiling some of the best pieces of advice our guests have heard and/or given over the years. On episode 50, “the only advice that matters,” … Continued
 
Sep 26, 2016
Podcast

episode 49 – inheriting a piece of the american entrepreneurial dream through employee ownership

How much do you know about Employee Stock Ownership Plans (ESOPs)? Well today on episode 49 of unsuitable on Rea Radio, you are bound to learn more about this option as Jeff Brindley, president and CEO of Roush Honda, one of the Midwest’s largest volume Honda dealerships, joins Mark to share his insights about managing … Continued
 
Sep 21, 2016
PR

Acker Earns NSSA Advisors Certification

Principal at Rea & Associates Earns Respected Credential From Social Security Association Dublin, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Trista Acker, CPA, CFP, a principal in the firm’s Dublin office, has earned National Social Security Advisors (NSSA) certification from the National Social Security Association. The NSSA certificate … Continued
 
Sep 12, 2016
Podcast

episode 47 – healing healthcare’s highs & lows for business owners

Mike Stull, chief marketing officer of Employers Health and board chair for the Healthcare Collaborative of Greater Columbus, joins Mark on episode 47 of unsuitable on Rea Radio, “healing healthcare’s highs & lows for business owners,” to guide listeners through the intricacies of America’s healthcare delivery system. Specifically, Mike tackles the question about why, even under … Continued
 
Sep 12, 2016
PR

Rea & Associates Purchases PMAgroup

Accounting Firm Offers Transition & Growth Services For Dental Clients   September 12, 2016 | Mentor, Ohio – Dental professionals across Ohio now have access to a team of dental transition and business growth professionals dedicated to guiding them through all aspects of practice management. Rea & Associates Inc., a regional accounting and business consulting … Continued
 
Aug 25, 2016
PR

Chad Gorfido Earns AICPA’s Advanced Single Audit Certification

Chad Gorfido earned the Advanced Single Audit Certification by the AICPA.
 
Aug 25, 2016
PR

Rea & Associates HR Manager Secures Caliper Foundation Certification

New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, announces that Renee West, SHRM-CP, PHR, earned The Caliper Foundation Certification. For two days, West focused exclusively on psychometrics, compliance, interview questions and interpretation of the Caliper Profile behaviors and traits. West is the firm’s human resources manager. “Rea & Associates … Continued
 
Aug 23, 2016
Podcast

episode 45 – don’t automate bad

In its simplest form, Customer Relationship Management (CRM) software helps organizations automate their existing business development, sales and marketing processes. And on episode 45: “don’t automate bad” of unsuitable on Rea Radio, Brian Harr, president of Three30 Group, explains the benefits of CRM and how this tool can help facilitate strong business relationships while multiplying … Continued
 
Aug 22, 2016
Podcast

episode 45 – don’t automate bad

In its simplest form, Customer Relationship Management (CRM) software helps organizations automate their existing business development, sales and marketing processes. And on episode 45: “don’t automate bad” of unsuitable on Rea Radio, Brian Harr, president of Three30 Group, explains the benefits of CRM and how this tool can help facilitate strong business relationships while multiplying … Continued
 
Aug 8, 2016
Podcast

episode 43 – prepare to plan, so you can plan to be better prepared

A better tax strategy begins with a solid plan and on this episode of unsuitable on Rea Radio, we are rejoined by Melane Howell, a tax expert, to find out how to plan an prepare for the 2017 tax season – regardless of the time of year. First and foremost, Melane raises awareness of changes … Continued
 
Aug 5, 2016
PR

Rea & Associates Named To Nationally Recognized Top 100 CPA Firm List

INSIDE Public Accounting Reveals The Nation’s Top 100 CPA Firms For 2016 New Philadelphia, Ohio – With more than 50,000 public accounting firms throughout the United States, to be named one of the Top 100 is not an easy accomplishment, but Rea & Associates, an Ohio-based accounting and business consulting firm continues to maintain a … Continued
 
Aug 1, 2016
Podcast

episode 42 – amplify the value of your business through trust

When someone like Jeff Lacy says that the single most important aspect a business owner should remember when it comes to creating, and then sustaining, business value is to start with the end in mind, you listen – and for good reason. As a former business owner with “more than 30 years in business development, … Continued
 
Jul 25, 2016
Podcast

episode 41 – the hacked & the hacked nots

On episode 41, we learn that there are two types of companies – those that have been hacked and those about to be hacked. Joe “Captain Data” Welker, CISA, Rea & Associates’ IT Audit Manager, joins us once again to give us some valuable insight into current cyber hacking and internet threats and what we … Continued
 
Jul 18, 2016
Podcast

episode 40 – maximize your equity: maintain the right business entity

How much thought did you put into how your business would be structured. Did you consider whether economic conditions would be more favorable if your company operated as a LLC (Limited Liability Company), C Corp or S Corp? Were the tax implications weighing heavily on your mind as you wrestled with this important decision? Your … Continued
 
Jul 11, 2016
Podcast

episode 39: the infamous ‘finger in the chili’ incident

Remember the time America began checking their Wendy’s chili for rogue fingers? Denny Lynch does. As the senior vice president of communications at the time of the crisis, Denny and his team was not only responsible for helping disprove the claim, but to maintain the brand’s image and reputation as one of the nation’s premier … Continued
 
Jun 29, 2016
PR

Firm’s Segment Growth Prompts Recognition at Annual Rainmaker SuperConference

Manufacturing CPAs Names Rea & Associates 2016 Member Firm of the Year June 29, 2016 | New Philadelphia, Ohio – Rea & Associates, Inc., a regional accounting and business consulting firm, was recently named the 2016 Member Firm of the Year by Manufacturing CPAs, a subsidiary of The Rainmaker Alliances, a service line of The … Continued
 
Jun 20, 2016
Podcast

episode 37: the world’s cutest tax deduction

Attention parents! Nobody ever said raising children was easy … or cheap, which is why the IRS provides a variety of tax breaks for families to help ease the financial burden. Ashley Matthews, mother of three and a tax manager at Rea & Associates, has some insight you are going to want to hear. On … Continued
 
Jun 13, 2016
PR

Renee West Promoted To HR Manager At Rea & Associates

June 13, 2016 | New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, announces that Renee West, SHRM-CP, PHR, has been promoted to human resources manager. In this role, she will be responsible for collaborating with senior leadership and office managers to drive execution of the firm’s HR strategies to … Continued
 
Jun 10, 2016
PR

Government Team Welcomes New Client Service Specialist

June 10, 2016 | New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Allie Hinton has joined the firm’s government team as a full-time client service specialist. She will work from Rea’s New Philadelphia office. Hinton earned her bachelor’s degree in accounting from Ohio Dominican University. She resides … Continued
 
Jun 1, 2016
Podcast

episode 35: enjoying the journey – how to achieve a better work-life balance

Do you want a better work-life balance; one that is not only productive, but fulfilling? Start listening to episode 35 of unsuitable on Rea Radio with Kaitlin McNeish, senior accountant at Rea & Associates to find out how she maintains a healthy work-life balance. On this episode of the podcast, “enjoying the journey: how to … Continued
May 19, 2016
Other Stuff

Slideshow | 4 Tips For Resolving A Tax Dispute

Tax Disputes Got You Down? These Stress-Free Tips Will Help You Breathe Easier Tax season can be tough for business owners. But receiving a notice from the IRS after tax season can be just as stressful. That’s why we’ve put together an easy-to follow slideshow that features tips and insight from Clay Rose, CPA, an … Continued
 
May 16, 2016
Podcast

episode 33 – discover the hidden factory of lean business building

Thanks to the manufacturing industry, many of us are familiar with Lean Six Sigma. But did you know that the basic concepts behind this practice can be applied to any other industry you can think of? Information technology, healthcare, professional services, not-for-profit … the list goes on and on. This week, on episode 33, Chris … Continued
 
Apr 18, 2016
Podcast

episode 29: mastering the un-manageable magic of millennials

Human resources professionals, among many others, spend a lot of time analyzing the generational qualities of the population. Millennials, in particular, seem to stir up quite a bit of buzz. While everybody seems to have an opinion about their work-ethic, purchasing power, ability to commit, and everything else under the sun; they cannot deny that … Continued
 
Apr 12, 2016
Podcast

episode 28: every organization has an aspirational brand, find yours

What does your brand say about your business and why does positive brand recognition matter to your company’s success? That’s what Mark tries to find out on episode 28 of unsuitable on Rea Radio. This week’s episode: “Every Organization Has An Aspirational Brand,” Brad Circone, president and chief brand officer at Circone + Associates, an … Continued
 
Mar 28, 2016
Podcast

episode 26: know what you know, and really know what you don’t know

If you conduct business across state borders, then you need to be aware of nexus – the minimum taxable connection a business has with the state in order for that state, or any legal jurisdiction, to impose taxes. Or, better yet, call in the experts for help feeling your way through the tax maze. On episode … Continued
 
Mar 21, 2016
Podcast

episode 25: the advisory advantage

Looking for your business’s secret weapon? You’ll find it in a solid business advisory team. This week on unsuitable on Rea Radio, Dave Cain joins Mark again to talk about how a strong advisory team, alongside a solid cash flow strategy, can help you achieve the business growth you’re looking for. On episode 25: the … Continued
 
Mar 14, 2016
Podcast

episode 24: the disruptive cpa – accounting’s new advantage

Scott Wiley, president and CEO of the Ohio Society of CPAs, and Mark Van Benschoten, host of unsuitable on Rea Radio, team up to talk about the state of the CPA profession and how these particular professionals are helping to create business-friendly communities throughout the state. Those who carry the CPA distinction are actively working … Continued
 
Mar 7, 2016
PR

West To Serve In Leadership Role With Ohio Society For HR Management

Rea & Associate’s HR Generalist Will Serve As Workforce Readiness Director of Human Resource Management’s State Council Board March 7, 2016 | New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, announces that Renee West, SHRM-CP, PHR, human resources generalist with the firm, has been elected to serve as the … Continued
 
Mar 7, 2016
Podcast

episode 23: build healthy debt, a pathway towards profit

On this episode of unsuitable on Rea Radio Mark Fearon, CPA, CFMA, joins Mark Van Benschoten to talk about the pros and cons of debt and whether a tax savings write-off is more valuable than the true cost of borrowing. Listen to find out why some debt can be considered healthy and how, sometimes, businesses … Continued
 
Mar 1, 2016
Podcast

episode 22: the leap year sessions: how will you spend your extra day?

The great thing about having an extra day in February is that you, technically, have an extra 24 hours this year to spend any way you want … episode 22, the leap year sessions, is a compilation of responses we received when Mark asked each guest how they thought the day should be spent. This … Continued
 
Feb 23, 2016
Podcast

episode 21: why you aren’t ready to sell your business

On episode 21, why you aren’t ready to sell your business, Mark is rejoined by Tim McDaniel, CPA/ABV, ASA, CBA to discuss how internal and external factors ultimately influence the future of your company’s cash flow and value. From the departure of key employees to a non-diversified customer base, as the go-to valuation expert in … Continued
 
Feb 5, 2016
PR

Rea & Associates Hosts Award Ceremony For State Senator

OSCPA Presents Senator Larry Obhof With Outstanding Legislator Award February 5, 2016 | Medina, Ohio – Rea & Associates, a regional accounting and business consulting firm, hosted Sen. Larry Obhof, R-Medina, at its Medina office for a brief award presentation. Sen. Obhof was recognized by the Ohio Society of CPAs on Jan. 25, for his … Continued
 
Feb 2, 2016
Podcast

episode 18: this is an intervention – the positive psychology of hard conversations

On episode 18, this is an intervention: the positive psychology of hard conversations, you’ll learn how to be one part friend, one part accountant and 100 percent business psychologist. Mike Taylor, CPA, an executive principal at Rea & Associates, joins Mark to talk about the benefits of having the hard conversations with business owners. For more than 45 years, … Continued
 
Jan 26, 2016
Podcast

episode 17: stuck on $5 million

On episode 17, “Stuck On $5 Million,” we’re joined by Gene Spittle, CPA, PFS, CGMA, a principal at Rea & Associates with more than 35 years of business consulting experience. Gene talks about three key factors for business stability and continued growth – focus, people, and systems. During their conversation, Gene and Mark analyze the … Continued
 
Jan 12, 2016
Podcast

Episode 15: doing business with our neighbors to the north

On this episode of unsuitable, Mark Van Benschoten, CPA, CGMA, is joined by Michael Daren, CPA, CA; Eli Gembom, CPA, CA; and Andrew Shalit,CPA, CA, partners with Segal, LLP, a leading accounting firm offering assurance, tax, and business advisory solutions, located in Toronto, Canada. This expert trio talks about the current business climate in Canada … Continued
 
Dec 8, 2015
Podcast

Episode 12: The Great Data Saver

On episode 12, “The Great Data Saver,” we’re joined by data and online security expert Joe Welker, CISA. Joe shines some light on new IT threats and offers some insight into data protection techniques individuals and businesses can use to prevent disasters, destruction, and the tampering of your critical information. This episode will provide you with valuable insight Joe has gleaned … Continued
 
Dec 1, 2015
Podcast

Episode 11: The Warm Glow Of Giving

On episode 11, “The Warm Glow of Giving,” we’re joined by Laura MacDonald, CFRE, president of Benefactor Group, nationally renowned for its innovative nonprofit consulting services that support fundraising, philanthropy, volunteer leadership, leadership development, talent management and executive transition. During this episode, you’ll learn about what motivates most donors to participate in the $358 billion charitable giving market. … Continued
 
Nov 17, 2015
Podcast

Episode 10: The Revenue Sin

On episode 10, “The Revenue Sin,” we’ll share an inspiring, insightful and engaging session with Brad Martyn, Founder & CEO of FocusCFO, one of the largest CFO service firms in the Midwest. During this episode you’ll learn the attributes of a healthy company and the importance of a cohesive culture, achieved through proper cash flow … Continued
 
Nov 9, 2015
Podcast

Episode 9: Taxes Are Like Fishing

On episode 9, “Taxes Are Like Fishing, Both Require Strategic Preparation To Succeed,” we’re talking with Melane Howell, tax expert. Melane provides knowledgeable tax expertise and guidance to those she serves. During this session you’ll learn from Melane the importance of strategic tax preparation and pre-planning, along with her proven proactive tips and advice in … Continued
 
Nov 6, 2015
PR

Littleton Demonstrates Ongoing Commitment To Firm’s Values

Inaugural Rea Way Award Given To Rod Littleton November 6, 2015 | New Philadelphia, OH – Rea & Associates, a regional accounting and business consulting firm, honors employees for their contributions to community, client service, the public accounting profession and to the firm as a whole. This year, for his dedication to the ideals on … Continued
 
Oct 27, 2015
Podcast

Episode 7: Investments … Are You Doing It Wrong?

On episode 7, we’re joined by Doug Feller, principal and financial advisor at Investment Partners. Doug will share with us his proven secrets and most effective strategies in helping business owners manage and grow their wealth. During this episode, we will discuss how to make your money work harder through smarter financial planning and wiser … Continued
 
Oct 27, 2015
Podcast

Episode 7 Transcript

Mark:                    Welcome to Unsuitable on Rea Radio, the unique financial services and business advisory show that challenges your old-school business practices and the traditional business and culture. You’ll hear from industry professionals who think beyond the suit and tie to offer meaningful, modern solutions to help you enhance your company’s growth. I’m your host Mark … Continued
 
Oct 5, 2015
PR

Rea & Associates Launches New ‘Unsuitable’ Podcast For Business Owners

Unsuitable on Rea Radio Is Not Your Grandfather’s Business Podcast New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, has released a free financial services and business advisory podcast. Unsuitable on Rea Radio challenges business leaders to think beyond the traditional “business suit culture” and embrace meaningful, modern solutions designed … Continued
 
Oct 2, 2015
PR

Annie Yoder Recognized As A ‘Top 10 Rising Star’ By NAPAP

Oct. 1, 2015 — The National Academy of Public Accounting Professionals (NAPAP) has selected Annie Yoder, CPA, CFE, CFF of Rea & Associates, Inc., a regional accounting and business consulting firm, as one of the 2015 “Top 10 Public Accounting Professional Rising Stars” in Ohio. The award is designed to recognize outstanding public accounting professionals who … Continued
Sep 29, 2015
Blog

SLIDESHOW: Regulation Roadblock

Our economy is directly influenced by the success of the manufacturing industry, yet obstacles continue to clutter the road toward efficiency and growth. Read on to learn about the concerns facing Ohio's manufacturers.
 
Sep 22, 2015
Podcast

Episode 4: How To Run With The Big Dogs

Just because one growth strategy was successful for one business owner doesn’t mean you will achieve the same results. Therefore, when it comes to your business’s strategic planning strategy, you need to take a good, hard look at your business and what you want to accomplish over the next 5, 10, 20 years. Are you … Continued
 
Sep 15, 2015
Podcast

Episode 2: How To Ruin Thanksgiving Dinner

It’s Not Too Late To Start Your Succession Plan Succession planning is a critical step in business ownership – particularly if you own a family business. In fact, if you hope to get the maximum value out of your business, you’d better start focusing on your buy-sell agreement. Statistics have found that about 40 percent of closely-held … Continued
 
Sep 15, 2015
Podcast

Episode 1: Why $1 Million Doesn’t Matter

Dave Cain – our go-to cash flow guy — explains why your cash flow is more important to your success than your bottom line.
 
Aug 24, 2015
PR

Ohio Accounting Firm Continues To Grow, Brings On HR Generalist

Renee West Brings Extensive Experience To Rea & Associates August 24, 2015 | New Philadelphia, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Renee West, SHRM-CP, PHR, has joined the firm as a human resources generalist. She will work from the Rea’s New Philadelphia office. “We were very impressed … Continued
Aug 11, 2015
Video

Video | What can I do to make sure fraud isn’t happening under my nose?

Occupational Fraud should never be taken lightly, especially among small business owners. Luckily, there are various cost-effective controls available if you know where to look. Because they have limited resources, small businesses are particularly vulnerable to fraud. Don’t Be Another Unsuspecting Victim My business manages a lot of accounts. What else can I do to … Continued
 
Jul 28, 2015
PR

Eric Barger Joins Rea & Associates As Staff Accountant

Dublin Office Welcomes New Member To Firm’s Audit Team July 28, 2015 | Dublin, Ohio – Rea & Associates, a regional accounting and business consulting firm, announces that Eric Barger joined the firm’s Dublin office as a staff accountant on the firm’s audit team. “Eric is a great addition to the team,” said Christopher Axene, … Continued
Jul 23, 2015
Video

Video | How Will I Know If One Of My Employees Are Committing Fraud?

The Association of Certified Fraud Examiners analyzed 1,483 cases of fraud for its 2014 Global Fraud Study, Report to the Nations on Occupational Fraud and Abuse. The losses from these cases totaled $3 billion. In 92 percent of cases, at least one behavioral red flag was identified. In 64 percent of fraud cases, the perpetrator … Continued
Nov 18, 2014
Blog

Are You Missing Out On Tax Incentives?

The IRS is taking a more aggressive stance in its efforts to define the difference between what it considers to be business losses versus your hobby losses. If you engage in any type of “for-profit” activity, here are a few things you need to know. Where’s The Profit Motive? Before you go any further, take … Continued
Nov 17, 2014
Blog

Saving Early Can Payoff During Retirement

If you’re like most people, someday you would like to retire. The problem is that almost 50 percent of us are at risk of not saving enough to maintain our current life style in retirement. According to the Center for Retirement Research at Boston College, you should have 20 times your annual income saved for … Continued
Oct 7, 2014
Blog

Inside The Family Business

There are few things more gratifying to me than when I observe a successful family business already in its third (or later) generation of existence. It’s not a coincidence that these family-owned businesses are still going strong. Their survival is rooted in balance, as well as exceptional management and leadership. Neil N. Koenig, Ph. D. … Continued
Jun 20, 2014
Blog

Planning for Uncertainty in Retirement

Retirement income planning becomes much easier if you know the day you’re going to die. Take your assets, subtract your legacy wishes, divide by the 15.37 years you have left, factor in a modest growth rate, and voilà – you have your annual income. But we all know life doesn’t work like that. We deal … Continued
Apr 16, 2014
Article

This Is Why You Should Know Your Business’s True Value

1,000 Business Valuations Later, McDaniel Shares Important Insight With Columbus CEO Ever wonder why business consultants continue to insist on you having a business valuation done on your company? Tim McDaniel, a valuations expert, says it’s because there is a pretty major disconnect between what a business is actually worth and what the business’s owner … Continued
Mar 12, 2014
Blog

Ensuring Accuracy and Preventing Fraud In Your Small Business

Internal controls are processes and procedures designed to ensure that accounting data is properly authorized, recorded and reviewed to ensure its accuracy. These also include controls to ensure that physical assets are properly safeguarded to prevent misappropriation. If you’re a small business owner, you may find that you often face limited accounting staff and are … Continued
Sep 12, 2013
Blog

When Does An Amended Federal Or State Tax Return Need To Be Filed?

A tax notice is not usually an exciting piece of mail. In fact, for most of us it’s something we hope to never get (unless we are owed a larger refund!). Most times when a tax notice is sent, it means the IRS cannot match information with what was reported on the tax return, or … Continued
Jun 5, 2013
Blog

Don’t “Terminate” Your Business’s Data Security

A lot goes on when someone leaves a company. Sometimes you have the ability to prepare for the departure. Other times, you don’t. Amidst the flurry of activity, one thing you shouldn’t forget is data security. As the use of personal electronic devices such as smart phones, laptops and tablets continues to increase, the protection … Continued
May 1, 2013
Article

The More You Know, The More You Grow

Smart Business Discovers The Secret To Business Growth If you are wondering what the secret is to growing your business, you may be surprised to find out how simple the answer is – you have to know its current actual value. That’s what Rea’s Tim McDaniel told Roger Vozar in a recent article with Smart … Continued
Apr 12, 2013
Blog

Estate and Gift Tax Exemptions

On January 2, 2013, Congress and the President signed The American Taxpayer Relief Act which made permanent the $5 million estate and gift tax exemption and indexed that amount to inflation. The indexed amount for 2013 is $5.25 million. Estate Tax Portability The Act also made permanent portability, which allows a surviving spouse to utilize … Continued
Apr 10, 2013
Blog

Tackling Ohio’s Tough Municipal Tax Issues

If you’re the type to procrastinate, you might be thinking endlessly (or maybe, not at all!) about filing your federal return before the deadline. You’re wondering what credits you get and what deductions you can claim and hoping that there’s a refund in your future. Your federal return may have the most money on the … Continued
Apr 1, 2013
Blog

Manage Your Revenue to Plan for Growth

This is the final part of a series that looks at the four core business systems you need to have in place to operate at an optimal level and maximize your internal cash flow from operations. The first part of the series discusses driving internal cash flow to improve profitability, the second covers measuring your … Continued
Apr 1, 2013
Blog

Life Insurance

Why do you have life insurance? For most, they want to provide for their loved ones when they’re gone. That’s an admirable goal, but are you confident that you have the correct coverage? Can you make an informed decision about how to incorporate the best solution? A policy review may stop you or your loved … Continued
Jan 15, 2013
Blog

Make Good Decisions with Solid Business Information

This is the third part of a series that looks at the four core business systems you need to have in place to operate at an optimal level and maximize your internal cash flow from operations. The first part of the series discusses driving internal cash flow to improve profitability, the second covers measuring your … Continued
Dec 5, 2012
Blog

IRS Increases Standard Mileage Rate

The IRS recently announced the standard mileage rates for 2013. Starting on January 1, standard mileage rates will be: 5 cents per mile for business 24 cents per mile for medical or moving 14 cents per mile for charities Business and medical and moving rates are up one cent per mile for 2013 while the … Continued
Nov 21, 2012
Blog

Charitable Contributions

As we approach the end of the year, a review of your charitable contributions should be a part of the year-end tax strategy. During the remainder of the year, you will be deluged with many requests for a contribution to 501c(3) organizations. These organizations qualify your contributions for a charitable contribution which is deductible on … Continued
Oct 30, 2012
Blog

Unique Places to Find Revenue

Does fluctuating funding make budgeting a challenge for you? If so, you are not alone. To combat low local funding, charter schools continue to search for innovative methods to raise revenue. Some have begun to raise funds through donations and contributions from the public. Others turn to foundations for grants. But, most haven’t considered looking … Continued
Oct 9, 2012
Blog

Mandatory Audit Rotation Not Always Good Governance

Any firm with a not-for-profit niche has likely lost audit clients because of audit rotation. This is primarily because of two closely related issues that impact the effectiveness and efficiency of not-for-profit audits. First, the definition of audit rotation is often misunderstood. Second, audit pricing has become commoditized. There is great value in keeping the … Continued
Sep 1, 2012
Blog

Measure Your Operations with Key Financial Information

This is the second part of a series that looks at the four core business systems you need to have in place to operate at an optimal level and maximize your internal cash flow from operations. The first part of the series discusses driving internal cash flow to improve profitability, the third looks at making good decisions … Continued
Aug 29, 2012
Blog

A Clearer Income Tax System Could be in Ohio’s Future

Everyone hates paying taxes. But, sometimes the process of sorting out what you owe and who you owe it to is more painful than actually writing the check. When struggling to figure out your state and local taxes, have you ever wanted to tear your hair out and thought, “There must be a better way!” … Continued
Jun 1, 2012
Blog

Drive Internal Cash Flow and Improve Profitability

This is the first part of a series that looks at the four core business systems you need to have in place to operate at an optimal level and maximize your internal cash flow from operations. The first to be covered is cash flow. The second part discusses measuring operations with key financial information, the third … Continued
Feb 14, 2012
Blog

Expecting a Tax Refund?

If you’re expecting a federal tax refund this year, it could be delayed. The agency reports that new anti-fraud measures could slow the refund process by approximately one week. The IRS put new safeguards in place this tax season to provide stronger protection against tax refund fraud. The agency developed a comprehensive strategy to prevent, … Continued
Feb 14, 2012
Blog

The Value of Long-Term Employees

This February, we are celebrating the 50th service anniversary of Nita Bates, a client service specialist in our New Philadelphia office. Nita has been with our firm her entire career, starting part-time while she was in college. The average employee stays with a company for 4.4 years, according to a 2010 study by the Bureau … Continued
Dec 5, 2011
Blog

Evolution Is Key to Business Survival

Just a few years ago there was Blockbuster store in virtually every community. Due to huge revenue losses, the company filed for bankruptcy last year. It ended up closing nearly 90 percent of its U.S. stores, but still couldn’t recover. Blockbuster was eventually sold at auction. Why did this once popular company fall so far? … Continued
Dec 1, 2011
Blog

Two Tips for Asset Protection Planning

Estate planning has many aspects, from asset protection, to asset ownership, beneficiary designations to protection from future creditor claims. As a result, a number of strategies should be considered for your overall plan. Protective Arrangements for Beneficiaries When a recipient receives a gift, the question often asked is will the beneficiary be subject to pressure … Continued
Oct 5, 2011
Blog

Bright Ways to Succeed in Business

Not all business people are created equal. Some have a way of turning everything they touch into gold. Some shine just a little bit brighter than the rest. The late Richard Rea was one of those people. He founded a company that later grew to be one of the top 100 of its kind, and … Continued
Aug 3, 2011
Blog

Fiduciaries Often Unaware of Common Mistakes

When you serve as a fiduciary for an employer’s retirement plan, the position comes with responsibility outlined by ERISA, including keeping track of reasonable fees, completing and following an investment policy and providing guidance to participants. Unfortunately, plan fiduciaries that do not fulfill their duties can be found liable by the Department of Labor, and … Continued
Apr 12, 2011
Blog

Having More Confidence in Your Five-Year Forecast

There have never been more uncertain times to create your school’s five-year forecast. The forecast is based on two difficult assumptions: the declining revenue stream from an as yet unknown state funding model, and the uncertainty of local property values. It can be a daunting task. In fact, some schools have become so overwhelmed that … Continued
Nov 15, 2010
Blog

Reinventing Your Company

A natural disaster damages a home and the owners make improvements as they rebuild. A man has a heart attack and starts training for a marathon to improve his overall health. A tragedy brings a community to its knees, but it comes back together with a stronger bond than ever before. When we survive hard times, the natural reaction is to improve … Continued
Nov 1, 2010
Blog

A Study of the Construction Industry Ecosystem

If you think back to your high school science class, you may remember learning about ecosystems. The premise is that all of the wildlife, plants and resources within the ecosystem are interdependent upon each other for survival and evolution. Today’s political and economic climate has created challenges to the construction contractor’s ability to survive and … Continued
Aug 15, 2010
Blog

Plan for Scenarios You May Encounter

Some businesses are beginning to feel the effects of the upturn. And whether or not yours is among that lucky group, many economists believe an economic rebound is coming. If and when you start to see the light at the end of the tunnel, how should you devote your resources to gain a competitive advantage? … Continued
Mar 1, 2010
Blog

Increasing Profits from the Winner’s Seat

“You’ve got to know when to hold ’em, know when to fold ’em. Know when to walk away and know when to run.” These lines from Kenny Rogers’ song “The Gambler” were meant as sage advice for poker players. However, it probably never occurred to him that his entire song could equally apply to running … Continued
Feb 6, 2010
Blog

Ready, Set, Convert to Roth IRA

Taxpayers who convert a traditional IRA into a Roth IRA can enjoy a number of tax advantages, which are described below. However, there’s always been a problem for higher-income folks. You couldn’t convert a traditional IRA into a Roth in a year when your modified adjusted gross income (MAGI) exceeded $100,000. The good news is … Continued
Jan 6, 2010
Blog

Helping Your Business Survive and Thrive

If one of your New Year’s resolutions is to take your business from barely breathing to thriving, you’ll want to treat it like a family physician treats a patient – by conducting a holistic exam. Here are some vital signs to consider checking. Is your business operating at maximum efficiency? By being effective and efficient … Continued
Aug 5, 2009
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Five Characteristics of Successful Contractors

I’m often asked: “What do you see in the construction industry right now?” What this question usually really means is: “Am I better or worse off than my competition?” In every segment of the construction industry, I see companies that are successful and those that are struggling to make ends meet. Here are a few … Continued
Jul 1, 2009
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Check Your Pulse

This is part two of a three-part series, Thriving When Times Are Tough, dedicated to helping keep your business strong in a troubled economy.  Part one covers cash flow management and part three discusses going back to basics to be prepared for anything. With revenue falling and profits decreasing, it’s hard to focus on anything … Continued
Apr 1, 2009
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Cash Is King

This is part one of a three-part series, Thriving When Times Are Tough, dedicated to helping keep your business strong in a troubled economy.  Part two covers checking the pulse of your business and part three discusses going back to basics to be prepared for anything. The Recession. Since there isn’t a crystal ball to help us predict how … Continued
Nov 1, 2008
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Is Your Money Safe?

A year ago you probably never thought about your bank failing. Yet, the recent takeover of IndyMac and WaMu probably has you wondering about the safety of your deposits. FDIC Account Rules The Federal Deposit Insurance Corp.’s (FDIC) rules are clear. They only insure deposit accounts up to $100,000 and up to $250,000 for retirement … Continued
Oct 1, 2008
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Fraud Watch: Keeping Your Finger on the Pulse of Your Company

This is the fourth of a four-part series discussing areas of your business you can examine to determine whether fraud is taking place. Fraud can drive an otherwise successful company right into the ground. Many business owners don’t give fraud the attention it deserves – until it’s too late. The most effective fraud deterrent you can … Continued
Jul 17, 2008
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Sell Your Insurance

Buying and selling life insurance policies became popular 10 or so years ago when the AIDS epidemic broke out. The so-called “viatical” process is a way for terminally ill AIDS patients to enjoy a portion of their life insurance death benefit amount while they are still alive. The viatical concept caught on quickly for people with … Continued
Jul 2, 2008
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Three Tax Planning Advantages During Low Interest Rates

Dropping interest rates may signify bad news for many investors, but can bring good news for those who may be considering transferring assets or developing lifetime-giving contribution plans. The following three tax planning opportunities shine during low interest periods. Private Annuities Private annuities typically involve a parent transferring assets to his or her child or … Continued
Jun 11, 2008
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Steer Clear of Risky Business

Your business faces risks everyday, and the success of your business depends on how well you identify and manage these risks. If you don’t monitor and assess your risk, you need to start – and never stop. At a minimum, you should do the following. Assess current industry developments and market conditions, and the effectiveness … Continued
Jun 11, 2008
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Construction Mark-Up and Gross Profits are Not the Same

Many construction contractors equate “mark-up” with “gross profit.” Why not? They come out to the same number in the end, right? Not quite. Consider the contractor that estimates the costs for a contract at $100,000. He then adds 20 percent to the job, “to cover overhead and profit.” The contractor then wins the contract with … Continued
May 21, 2008
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529 College Savings Plans

The 529 college savings plan can be a great option for parents looking to fund their child’s college education, but investors need to do their homework to get the maximum return for their money. A 529 plan is an education savings plan operated by a state to help families save money to pay for college. … Continued
May 7, 2008
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Fraud Watch: Beware of Holes in Your Accounting Software

There’s no arguing the fact that QuickBooks® is a quality accounting software package. In fact, it’s one of the top-selling programs of its kind. Even though the 2008 release is relatively fraud-resistant, if you use an older version, be aware of areas of the software that could expose you to fraud. And while all of … Continued
Apr 24, 2008
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When Are S Corporation Distributions Taxable to the Shareholder?

Distributions to shareholders are tax free to the extent of stock basis of the shareholder. If the S Corporation makes distributions in excess of stock basis, the excess amount will be taxable to the shareholder. There are certain ordering rules that apply which will effect the taxation and they are as follows: Accumulated adjustment account: tax … Continued
Apr 15, 2008
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Cover Your Assets

You work hard. You’ve accumulated some nice assets. You want to protect them from liability exposure. Right? Of course, but do you know what you need to do? Many people think of fancy foreign trusts and partnerships when the topic of asset protection comes-up. But, you can protect your assets without going to big extremes … Continued
Apr 9, 2008
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Managing Cash Flow in Your Construction Business

“Cash is king,” reminds an old adage. In the construction industry, the king reigns in boom times and lean times. That’s why proper cash flow management is critical to your success – at all times. The interest you earn from excess cash during peak periods can add significantly to bottom line profits, while serving as … Continued
Nov 7, 2007
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Budget? Not for Me!

Does your business have a budget? If it doesn’t, are you guilty of saying “I can’t predict the future,” “Things change too quickly,” “We aren’t big enough,” or “I don’t have the time?” After all, isn’t a budget really an assessment of the future? Details may appear overwhelming. Uncertainty may impede willingness. But, “if we … Continued
Oct 10, 2007
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QuickBooks Quick Tip

Are you seeing balances for Accounts Receivable or Accounts Payable on your “cash basis” balance sheet in QuickBooks® financial software? Normally, those balances are omitted from the cash basis version of that report. However, in QuickBooks there are various situations that would cause those balances to be shown: An open balance on a customer invoice … Continued
Aug 22, 2007
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Do You Want to Retire?

Most people want to retire without having to have to get another job to make ends meet, even if it’s only part-time. Planning is the key hurdle that many people must get over. Make today be the day you start making a difference. First things first. Make a list of all the assets (things you … Continued
May 30, 2007
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What to Do When You Get an Unexpected Letter in Your Mail Box

April 15 has come and gone. The tax returns have been filed and the IRS is far from your mind. So what do you do when you get a letter from the IRS in the mail? Don’t panic! It’s not the end of the world. The notices the IRS sends out generally cover a very … Continued
May 9, 2007
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Creating Time

Many people wish there were more hours in the day. But the secret isn’t working more hours. Instead, you need to use your time more efficiently and effectively. Contrary to popular belief, effective time management isn’t based on doing more things in less time. Good time management is about doing the right things, better. One … Continued
May 2, 2007
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Price of Term Life Insurance Drops

Term life insurance provides peace of mind for many of us. It helps us take care of our loved ones long after our death. The good news is that the price of term life insurance is continuing to drop, and that could mean a substantial savings for you. According to the Insurance Information Institute, a … Continued
Apr 12, 2006
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The Ingredients of Business Success

This article was originally written by Richard Rea decades ago. Even though he is no longer with us, the advice he gives in this article is just as relevant today as when it was first penned. Have you ever wondered why some business people are more successful than others? It doesn’t seem to make a … Continued