Aurum Wealth Managment Adds New Partner Manager

Aurum Wealth Management is pleased to announce the addition of Wendy Eldridge as a partner in the firm’s retirement plan practice.

Eldridge specializes in working with 401(k), 403(b), 457, defined benefit and non-qualified plans. She assists clients with every aspect of their plan, including negotiating plan fees, investment options, compliance testing, Form 5500, audits and the day-to-day administrative management of the plan.

“With Wendy’s extensive experience, passion and knowledge in...

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Skoda Minotti Named One of the Top 100 Firms in the Country

Skoda Minotti, a CPA, business and financial advisory firm headquartered in Cleveland, Ohio, announced it has been named to Accounting Today’s list of Top 100 firms nationwide. The $40M firm was ranked #80 nationally and landed in the top spot for growth of firms with revenues under $100M and second in the combined (over/under $100M revenue) growth category. The firm is also #14 in the Great Lakes region (Illinois, Indiana, Michigan, Ohio and Wisconsin). This is the first year the diverse firm...

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Senior Online Marketing Manager Bob Goricki Attains Hubspot Certification

 Bob Goricki, Senior Online Marketing Manager in Skoda Minotti’s Strategic Marketing department recently attained the full inbound marketing certification by HubSpot, the industry’s top marketing software platform.

“By achieving the HubSpot Inbound certification, Bob is able to help clients not only drive traffic to their website, but also generate targeted and qualified leads. This allows the company to become more interactive with the client or client-prospect and ultimately, build and...

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Ken Haffey Awarded CGMA Designation by AICPA and CIMA

Skoda Minotti Partner Kenneth Haffey Awarded CGMA Designation

December 16, 2013 - Cleveland, Ohio - Partner Kenneth M. Haffey, CPA/CVA, has been awarded the Chartered Global Management Accountant (CGMA) designation from the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA).

The CGMA designation recognizes professionals who have demonstrated a deep understanding of finance and have expanded their business skills through experience as management...

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Two Skoda Minotti Employees Achieve Distinctive Construction Industry Designation

The Board of Trustees of the Institute of Certified Construction Industry Financial Professionals, (ICCIFP®) of Princeton, New Jersey, has awarded Kenny Goodwin, CPA, CCA and Randy Bosley, CPA, CCA  the prestigious Certified Construction Industry Financial Professional (CCIFP®) designation certification.

Goodwin and Bosley join over 875 active CCIFP®s across the United States and 40 certificate holders in Ohio demonstrating their continued commitment to excellence and mastery of the knowledge...

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Skoda Minotti Chairman Named Managing Partner Elite

In firm news, Chairman Gregory J. Skoda, CPA, was named to the Managing Partner Elite list, an award by industry publication Accounting Today. Skoda, one of only 10 recipients in the country, was recognized for his outstanding achievements and commitment to growth and innovation over the past 25 years, notably, creating and refining a distinctive business model that not only has led the firm to its evolutionary growth, but also discernible transformation amongst their clients’ business.

“I am...

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Fun Money or Bonafide Business Loss? What you need to know about hobby loss rules

I have worked with many business owners over the years that are always showing losses on their tax returns, year in and year out. Every time I see these kind of results, I bring up the IRS and the "hobby loss" rules (Section 183 of the IRS Code). The IRS and their flagging systems easily detects this activity and word on the street is they are targeting the improper reporting of hobby losses on business owner's tax returns.When an IRS agent is reviewing your business and whether or not it is a...

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Skoda Minotti Relocates Tampa Offices to Accommodate Expansion

One of the region’s fastest growing firms to relocate to the central business district

TAMPA, FL. (October 17, 2013) Skoda Minotti (www.skodaminotti.com), a national CPA, business and financial advisory firm headquartered in Cleveland, Ohio, announced it will combine its three Tampa offices to the Fifth Third Center building located in Tampa’s central business district, 201 East Kennedy Boulevard, Suite 1500, effective November 1. The move will accommodate the firm’s growth in the Tampa market...

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Skoda Minotti Announces Fall Speaker Series Schedule

As part of our commitment to delivering on the promise of providing transformational business solutions, Skoda Minotti announces its fall Speaker Series and Aurum Wealth Management events for professionals and interested members of the community.

Our events feature experts-in-the-field covering current and trending financial topics affecting businesses and employees.  Each session is presented free of charge and is open to all. Onsite parking is free and the building is handicapped accessible.

Morn...

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Skoda Minotti Co-Sponsoring 21st Annual Event

June 20, 2013 – CLEVELAND – Now in its 21st year, the Lake-Geauga Fast Track 50 Award will once again recognize the 50 fastest growing companies in Lake and Geauga Counties. Winners of the award will be based on average sales and employment growth from 2008 through 2012. This year’s nomination form can be found online at: www.fasttrack50.org.

To be eligible to receive the award, companies must be located within the two-county region, be organized as a for-profit business, and must have a sales...

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