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Tia Bonkowski, CPA has been promoted to senior manager at Rehmann, a CPA, wealth management and corporate investigation firm. Bonkowski is a senior manager with the ACT (Accounting, Consulting & Tax) department and has been in accounting for over 15 years. She works with closely-held businesses, not-for-profit organizations and high net-worth clients, providing accounting, consulting and tax services. She is also skilled in handling multi-state taxation issues...

Liesl Morelli, CPA, MST has been promoted to senior manager at Rehmann, a CPA, wealth management and corporate investigation firm. Morelli is a senior manager with the Firm's tax department and has been in public accounting for eight years. She assists businesses and individuals with tax compliance and reporting obligations, and provides tax consulting and planning services. Morelli helps lead the ASC 740 group within the Firm and assists in the preparation and review of corporate tax provisions...

Thursday, 03 July 2014

Rehmann in the News - June 2014

USA Today, June 17, 2014Rodney Brooks of USA Today includes Joe Heider, principal at Rehmann, in an article that discusses retirement challenges when facing a disaster. Heider refers to a retired client that had to drastically change his lifestyle after assuming too much risk. Click here for the full article.  CNBC "Closing Bell," June 2, 2014Joe Heider, principal at Rehmann, appears on CNBC discussing factors fueling the economy...

Crain's Cleveland Business, May 15, 2014Joe Heider, principal at Rehmann, contributes a byline to Crain's Cleveland Business detailing how corporate investigative services can benefit small business owners. Heider offers several examples that highlight the advantages of corporate investigative services, including the hiring of key executives and employee background checks. Investor's Business Daily, May 12, 2014Trang Ho of Investor's Business Daily quotes Ethan Anderson, senior portfolio manager at Rehmann, in an article discussing India's recent stock market soar. The rally occurred on Monday when investors banked on Narendra Modi of the pro-business Bharatiya Jana Party to win the parliamentary elections...

The U.S. Departments of Labor, Treasury, and Health and Human Services have announced the publication of final regulations implementing a 90-day limit on waiting periods for health coverage. The final regulations require that no group health plan or group health insurance issuer impose a waiting period that exceeds 90 days after an employee is otherwise eligible for coverage...

For the second consecutive year, Rehmann has been recognized by the Accounting & Financial Women's Alliance and the American Women's Society of Certified Public Accountants as one of the 2014 Best Public Accounting Firms for Women. "At Rehmann, we're proud of the emphasis we place on providing personal development and growth opportunities for women in our firm," Rehmann Chairman & CEO Steven D. Kelly said. "This recognition helps validate what we've long felt: that putting people first can help make great things happen...

Employers who reimburse employees for purchasing health care through health exchanges – as opposed to establishing their own health insurance plan – are not in compliance with the Affordable Care Act, according to information recently published by the Internal Revenue Service (IRS). That lack of compliance could come with a hefty price tag: $100 per day, per employee ... or a whopping $36,500 per year. In Q&A format on its website, the IRS posted the following: What are the consequences to the employer if the employer does not establish a health insurance plan for its own employees, but reimburses those employees for premiums they pay for health insurance (either through a qualified health plan in the Marketplace or outside the Marketplace)?..

Magdalena Marriott, CPA, MBA, CISA has joined Rehmann, a CPA, wealth management and corporate investigation firm, as an Assurance Principal in the Firm's Troy office. Marriott has more than 20 years of experience in public accounting with Big Four firms. She most recently served as a Senior Vice President and Assistant Corporate Controller at Zions Bancorporation. Her industry focus includes financial institutions and global manufacturers...

USA Today, April 22, 2014Rodney Brooks of USA Today quotes Joe Heider, principal at Rehmann, in an article debating whether $1 million is enough to retire in today's environment. "People think $1 million is a lot of money," says Heider. "However, that translates into $40,000 to $50,000 annually in sustainable revenue. That is not much money on an annual basis...

Rehmann has once again been named a Best of Lake Erie West accounting firm by readers of the Toledo Business Journal in Northeast Ohio and Southeast Michigan. The award recognizes area companies and professional firms that display an exceptional approach to conducting business. Voters were asked to consider a variety of criteria, including: Quality of products and services Service to customers Attention to ethics in business activities and transactions Rehmann serves clients out of its Toledo, Independence and Westlake offices in Ohio...

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