NEW FOR YOU
Pension Team Growth Leads To More Opportunities
Within the past year, the firm’ s pension team has grown to eight full-time employees, providing third-party administration( TPA) services for more than 425 retirement plans, including 401( k), 403( b), cash balance and employee stock ownership plans( ESOP). The team works with all 13 offices throughout the firm to execute pension opportunities identified within client opportunity plans. In 2017, the team began the process of obtaining the Centre for Fiduciary Excellence( CEFEX) certification for execution of best practices in TPA operations. The pension team is poised to see even more growth in 2018.
Office Space
There’ s been a lot of movement and other activity going on in many of our offices over the last few months. Merging in Walthall CPAs resulted in the addition of two new Rea locations – one in Cleveland, 6300 Rockside Road, and one in Amherst, 197 North Leavitt Road. Walthall’ s Mentor and Wooster teams moved over to existing Rea offices in their respective cities – 7201 Center Street, Mentor and 545 North Market Street, Wooster.
We also now have a satellite office in Mount Vernon. Located on the lower level of the Critchfield, Critchfield & Johnston law office at 10 South Gay Street, the office provides us with the space necessary to conduct client meetings, hold training and facilitate networking events.
Additionally, Rea’ s Zanesville team relocated to 905 Zane Street. This new location boasts 7,400 square feet to accommodate our growing team.
MAKING WAVES
2017
ANNUAL REPORT
PG 22 / 23
Seasoned Tax Experts Create Robust SALT Team
Rea’ s state and local tax( SALT) practice saw significant growth with the addition of two SALT experts, Luke Lucas( Medina) and Scott Zielaskiewicz( Medina). Luke specializes in multi-state income and franchise taxation and regularly tackles municipal taxation issues. Scott specializes in sales and use tax and the commercial activity tax, while working to manage overpayment and underpayment reviews, audit defense, Nexus studies, compliance and additional training services. The SALT team is under the direction of Joe Popp( Dublin), the firm’ s new director of SALT services.