+ and over 120 service personnel operating + from 5 offjces. + + - - PDF document

and over 120 service personnel operating from 5 offjces
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+ and over 120 service personnel operating + from 5 offjces. + + - - PDF document

Maloney + Novotny At a Glance + + Industries We Serve + Auto Dealers + Insurance + Real Estate + Construction + Commercial & Industrial + Service Industry + Educational Institutions + Nonprofjt Organizations + Wholesale and Distribution +


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SLIDE 1

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Business Advisors and Certified Public Accountants

maloneynovotny.com

Industries We Serve

+ Auto Dealers + Construction + Educational Institutions + Healthcare + Insurance + Commercial & Industrial + Nonprofjt Organizations + Oil and Gas + Real Estate + Service Industry + Wholesale and Distribution

A Sampling of Services

+ Accounting Systems Implementation + Initial Public Offerings + Accounting and Auditing + International Consulting + Bankruptcy/Workouts + Litigation Support + Business Structure Consulting + Mergers and Acquisitions + Business Valuation/Corporate Finance + Process Improvement + Due Diligence Services + Profjt Enhancement + Employee Benefjts + Quality Management Systems Consulting + Estate and Succession Planning + Strategic Planning + Information Technology Consulting + Tax and Financial Planning + SOC Reporting + Repair & Maintenance Study + 179D Tax Deduction + Energy Effjcient Home Credit + Cost Segregation Studies + QuickBooks

Cleveland + 216.363.0100

1111 Superior Ave, Suite 700 Cleveland, OH 44114

Canton North + 330.966.9400

4774 Munson St, Suite 402 Canton, OH 44718

Maloney + Novotny At a Glance

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Delaware + 740.362.9031

38 South Franklin St Delaware, OH 43015

Quick Facts:

Our Ohio resources include 16 shareholders and over 120 service personnel operating from 5 offjces.

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Elyria + 440.323.3200

1530 West River Rd, Suite 200 Elyria, OH 44035

Columbus + 614.781.6174

1105 Schrock Rd, Suite 510 Columbus, OH 43229

Canton South + 330.477.1075

44650 Hills & Dales Rd, Suite 300 Canton, OH 44708

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SLIDE 2

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About Maloney + Novotny

Maloney + Novotny LLC is a fjrm

  • f certifjed public accountants and

business advisors whose business is based on four core values: commitment, integrity, teamwork and the will to win. The result... unparalleled service and dedication to our clients. For more than 85 years, we have helped clients achieve fjnancial success by providing attest, tax and advisory services, while building relationships that last. Locally owned. Independent. Decades

  • f service. Currently representing more

than 4,200 clients in a variety

  • f industries.

Our team of more than 125 professionals will personally invest in the best solutions to help your organization.

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Cleveland

216.363.0100

Elyria

440.323.3200

Canton North

330.966.9400

Canton South

330.477.1075

Delaware

Central Ohio 740.362.9031

Columbus

614.781.6174

Business Advisors and Certified Public Accountants

maloneynovotny.com

Maloney + Novotny’s full-service tax department delivers value

to you through our knowledge, insight and detailed methodology. We take the time to get to know you and your business or

  • rganization and spend time planning for instead of reacting to

potential tax issues. Our team of tax advisors understands the value of timely and accurate advice. We stay on top of all of the latest changes and regulations and how they might affect you. Because of our extensive client base, our tax experts have signifjcant knowledge in diverse areas. We offer consulting, planning and compliance services across a wide range of industries in areas including the following: + Corporate Taxation + Partnership & LLC Taxation + Fiduciary Taxation + Gift & Estate Tax Planning + Not-For-Profjt Entities Tax Issues + Individual Taxation + International Taxation + State & Local Taxation + Multi-State Nexus Studies + Tax Assessment Negotiation + Tax Credits & Incentives + Cost Segregation + Representation with Tax Authorities

Tax Services

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SLIDE 3

JOAN MORGAN, CPA

Principal 216.344.5218 jmorgan@maloneynovotny.com

Joan works with the International Services Group for tax planning, structuring of transactions and assisting clients in minimizing worldwide tax rates. In addition, Joan has extensive experience in corporate and partnership tax planning including mergers and acquisitions and succession

  • planning. Joan also works with

many high net worth individuals with sophisticated tax planning

  • issues. Her client roster spans a

wide range of industries, including manufacturing, distribution, oil and gas, and professional services.

PETE CHUDYK, CPA, JD

Principal 216.344.5246 pchudyk@maloneynovotny.com

Pete oversees the International Services Group and the relationship with Nexia International, a global network of independent accounting and consulting fjrms from around the world. He assists clients with international taxation and treaties as well as estate and succession planning, revenue ruling requests and spin-ofgs. Pete has extensive experience in representation before the IRS. Pete also has expertise in evaluation and implementation of employee benefjt packages and the design of ESOPs and other qualifjed and non-qualifjed retirement plans.

PAUL H. SPEYER

Principal 216.344.5284 pspeyer@maloneynovotny.com

Paul has spent much time specializing in the pass-through area of taxation, including S corporations, partnerships and limited liability companies in the private equity, manufacturing, distribution and entertainment

  • fjelds. Paul has represented

clients before IRS and state taxing

  • authorities. Paul has spent much
  • f his career focused on private

enterprise and their owners. Business Advisors and Certified Public Accountants

Cleveland

216.363.0100

Canton North

330.966.9400

Canton South

330.477.1075

Elyria

440.323.3200

Delaware

Central Ohio 740.362.9031

Columbus

614.781.6174

maloneynovotny.com

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SLIDE 4

DENNIS VAUGHN JR., CPA, MT

Senior Manager 216.344.5224 dvaughn@maloneynovotny.com

Dennis has over 15 years of experience in public accounting focusing on providing tax compliance, planning, and consulting services to corporations, partnerships, limited liability companies and individuals. He works with closely held businesses, professional service fjrms and high net worth individuals as a trusted business advisor and service provider.

JON WATTS, CPA

Senior Manager 216.344.5293 jwatts@maloneynovotny.com

Jon advises clients on tax matters across a variety of industries including real estate, commercial and industrial services, wholesale and distribution, and professional

  • services. He works closely with

businesses and their owners to achieve their goals while maximizing tax effjciency. In addition to his tax expertise, Mr. Watts has also performed attest engagements (audits, reviews and compilations) for clients, primarily in the real estate industry.

PAUL VALENCIC, CPA

Senior Manager 216.344.5229 pvalencic@maloneynovotny.com

Paul Valencic has over 18 years of experience in all phases of assisting clients in accounting and income tax engagements. He specializes in the areas of corporate and personal tax planning and compliance. This includes the preparation of personal fjnancial statements, tax returns, and research involving income, estate, and gift tax issues. Paul has served clients in a variety of industries including commercial and industrial services, wholesale and distribution, professional services, real estate and construction.

TIFFANY RANKIN, CPA

Senior Manager, Tax 614.781.6174 trankin@maloneynovotny.com

Tifgany has spent the majority of her career working in tax-related matters, including research and tax planning, pass-through entity taxation, sales and use tax, and tax

  • controversy. She has serviced clients

in the real estate, construction, manufacturing, professional service and entertainment fjelds, along with high net-worth individuals. In addition, she spends time dealing in sales and use tax matters for the fjrm’s clients. Tifgany has experience representing clients before IRS and state taxing authorities.

Cleveland

216.363.0100

Canton North

330.966.9400

Canton South

330.477.1075

Elyria

440.323.3200

Delaware

Central Ohio 740.362.9031

Columbus

614.781.6174