Tag Archives: news

Aurum Wealth Management Group LLC Finalizes Combination Agreement With Reghetti Moore Wealth Advisors

Aurum Wealth Management Group LLC, is pleased to announce that it has finalized an agreement to combine the assets and human capital of Reghetti Moore Wealth Advisors (Reghetti Moore), an Akron, Ohio-based wealth management firm.

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7 Tips for Creating Content Your Audience Will Love

Seventy-two percent of B2B marketers say creating engaging content is one of their top content marketing struggles. Can you relate to this challenge?

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Aurum Second Quarter Commentary – 2017

Aurum Wealth Management summarizes the latest investment news including: The U.S. economy, European stocks look cheap and could be seeing a turn in earnings, Corporate credit spreads and REITs.

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Skoda Minotti Strategic Marketing Named HubSpot Gold Partner

Skoda Minotti Strategic Marketing has been named a Gold Partner with HubSpot under its Agency Partner Program, which recognizes select marketing agencies for executing inbound marketing to the highest industry standards and deploying it successfully on behalf of growing client bases.

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David Mustin Joins Skoda Minotti as Partner

David Mustin, MBA, the founder and managing director of Cleveland-based executive management consulting firm Stafford Snyder, LLC has joined Skoda Minotti as a partner.

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IRS Extends Deadline for “Micro-Captive” Reporting

The IRS has extended the deadline for micro-captive reporting to May 1, 2017.

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Smaller Employers Can Now Offer Pre-Tax Medical Reimbursement Programs

On December 13, 2016, President Obama signed the “21st Century Cures Act” which could impact employers who are not subject to the Affordable Care Act (ACA) because they have fewer than 50 full-time equivalent employees.

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Valuation and Litigation Advisory News Links – November 2016

Get caught up on what’s happening in the valuation and litigation advisory profession.

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The Latest Spotlight on 831(b) Captive Insurance Companies

In an effort to identify potential abuse, the IRS issued Notice 2016-66, 2016-47 IRB, titled “Transaction of Interest – Section 831(b) Micro-Captive Transactions.” The notice explains that the IRS now lists what it describes as micro-captive transactions on its “watch list” and requires those transactions to be reported on an information statement attached to the company’s annual tax return.

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Skoda Minotti Named to Weatherhead 100

Skoda Minotti has been named to the Weatherhead 100 for the ninth time and for the third consecutive year.

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