Industry experts offer advice, strategy in this month’s Insights

Saving money on 2013 taxes, health care reform and hiring best practices are among the topics featured in November’s Insights articles

Kevin Franczkowski, Client advisor, SeibertKeck Insurance Agency, Inc.Akron/Canton
Business Insurance
SeibertKeck: How the wealthy can prevent coverage gaps in their personal insurance
Kevin Franczkowski, Client advisor

Floyd-Trouten-Director-Tax-SS&GAkron/Canton
Accounting & Consulting
SS&G: How wealthy families can centrally manage assets through family offices
Floyd Trouten, Director, Tax

Tim-Dixon-SBA-program-manager-senior-vice-president-FirstMerit-BankAkron/Canton/Cleveland
Banking & Finance
FirstMerit Bank: How business owners can profit from expanded, enhanced SBA lending
Tim Dixon, SBA program manager, senior vice president

Karen-C-Lefton-Partner-Labor-&-Employment-practice-group-Brouse-McDowellAkron/Canton/Cleveland
Legal Affairs
Brouse McDowell: How to vet a job candidate and reduce legal risk
Karen C. Lefton, Partner, Labor & Employment practice group

William-F-Hutter-CEO-SequentAkron/Canton/Columbus/Cincinnati/Northern Kentucky/Indianapolis
HR Outsourcing
Sequent: How dropping health insurance benefits may not save you money
William F. Hutter, CEO

Mike Spickard, CEO, Chief Actuary, Tegrit GroupAkron/Canton/Columbus
Retirement Planning Services
Tegrit Group: How to prepare for, survive and thrive after a retirement audit
Mike Spickard, CEO, Chief Actuary

James-P-Martin-Managing-director-Cendrowski-Corporate-Advisors-LLCChicago
Accounting
Cendrowski Corporate Advisors: How an operational assessment can help an organization identify risk
James P. Martin, CMA, CIA, CFE, Managing director


Eric N. Macey, Partner, Novack and MaceyChicago

Legal Affairs
Novack and Macey: How understanding damages is critical in commercial litigation
Eric N. Macey, Partner

Stephanie-Martinez-PHR-Director-HR-Services-Benefitdecisions-Inc.Chicago
Employee Benefits
Benefitdecisions: How the DOMA ruling has changed benefit plans
Stephanie Martinez, PHR, Director, HR Services

Mark-Haegele-Director-sales-and-account-management-HealthLinkChicago/St. Louis
Health Care
HealthLink: How to fulfill your Affordable Care Act responsibilities
Mark Haegele, Director, sales and account management

Randy Jones, Senior vice president, TPA Operations, CompManagementCincinnati/Northern Kentucky/Cleveland/Columbus
Workers’ Compensation
CompManagement: How to get workers’ compensation discounts for things you already do
Randy Jones, Senior vice president, TPA Operations

Jayce-Stewart-MBA-Commercial-Risk-Consultant-RiskSOURCE-Clark-ThedersCincinnati/Northern Kentucky
Business Insurance
RiskSOURCE Clark-Theders: How to protect your company against cyberthreats
Jayce Stewart, MBA, Commercial Risk Consultant

Amit Mathur, CPA Director WTP AdvisorsCleveland
Tax Incentives
WTP Advisors: Distributors, software firms, architects, others missing tax savings
Amit Mathur, CPA, Director

John S. Zanghi, Partner, Fay Sharpe LLPCleveland
Legal Affairs
Fay Sharpe LLP: Why your U.S. patent won’t help you overseas
John S. Zanghi, Partner

Steve Gross, CPA Partner Skoda MinottiCleveland
Accounting & Consulting
Skoda Minotti: Moves you can make now to save money on your 2013 tax return
Steve Gross, CPA, Partner

Mariah Webinger, Ph.D., Assistant professor of accountancy, John Carroll UniversityCleveland
Executive Education
John Carroll University: How to react when you suspect an employee of fraud
Mariah Webinger, Ph.D., Assistant professor of accountancy

Derek M. Hoch President  Leverity Insurance GroupCleveland
Business Insurance
Leverity Insurance Group: How to rebuild your business in the event of a catastrophe
Derek M. Hoch, President

Eliot Kijewski, SIOR, Senior vice president, CRESCOJudy L. Simon, CPM, Assistant vice president, Continental RealtyCleveland
Real Estate:
CRESCO: How to get the most from your property management services
Eliot Kijewski, SIOR, Senior vice president, CRESCO
Judy L. Simon, CPM, Assistant vice president, Continental Realty

Christopher E. Axene, CPA, Principal, Tax Services, Rea & AssociatesColumbus
Accounting
Rea & Associates: How your business can get tax benefits from research activities
Christopher E. Axene, CPA, Principal, Tax Services

Jeff Nein, Associate, Kegler, Brown, Hill & RitterColumbus
Legal Affairs
Kegler, Brown, Hill & Ritter: How to deal with cybersquatters and other domain name issues
Jeff Nein, Associate

Alex Desberg, Sales and marketing director, Ohio.netColumbus/Cleveland
Telecommunications
Ohio.net: How to implement cutting-edge VoIP technologies with a dash of caution
Alex Desberg, Sales and marketing director

Marc McTeague, President, SeibertKeck, BestHoovler McTeagueColumbus
Business Insurance
SeibertKeck: How the wealthy can prevent coverage gaps in their personal insurance
Marc McTeague, President


Wayne-Williams-Crowe-HorwathDallas

Accounting
Crowe Horwath: How to apply accounting rules for related-party transactions
Wayne Williams, Partner

 

Eugene-Lovell-President-and-CEO-First-State-BankDetroit
Banking & Finance
First State Bank: How local banks offer better service and drive your hometown economy
Eugene Lovell, President and CEO

Trish-Fritsche-WeaverHouston/Dallas
Accounting
Weaver: How forensic accountants and the public sector combat fraud
Trish Fritsche, CPA, CFF, CITP, CGMA, Senior manager, Forensics and Litigation Services

Kimaili-Ken-Davis-Momentous-Insurance-BrokerageLos Angeles
Business Insurance
Momentous Insurance Brokerage: How to achieve cost savings by managing workers’ comp claims
Kimaili “Ken” Davis, ARM, Assistant vice president

Kenneth-Jones-Vice-presiden-for-finance-and-administration-CFO-Woodbury-UniversityLos Angeles/Orange County
Executive Education
Woodbury University: How non-profit financial practices can boost for-profit businesses
Kenneth Jones, Vice president for finance and administration, CFO

Jan-Mitrovich-Manager-Treasury-Management-Merchant-Services-California-Bank-TrustLos Angeles/Orange County/Northern California
Banking & Finance
California Bank & Trust: How to enhance sales with merchant services
Jan Mitrovich, Manager, Treasury Management, Merchant Services

Michael-T-Ohira-Partner-Ropers-Majeski-Kohn-&-Bentley-PCLos Angeles
Legal Affairs
Ropers Majeski Kohn & Bentley PC: How to weigh the pros and cons of SIRs vs. deductibles
Michael T. Ohira, Partner

Tobias Kennedy, Executive vice president, Montage Insurance SolutionsLos Angeles
Business Insurance
Montage Insurance: Unlocking health care reform: A look at the individual mandate
Tobias Kennedy, Executive vice president

Mary-Oslin-Manager-Talent-Acquisition-TriNet-Inc.Northern California
Human Resources Outsourcing
TriNet: How the process of attracting and hiring employees has changed
Mary Oslin, Manager, Talent Acquisition

Bryan Cartwright, Financial services assurance partner, Moss Adams LLPNorthern California
Accounting & Consulting
Moss Adams LLP: How fair value reporting is hitting your company’s books
Bryan Cartwright, Financial services assurance partner

Sinan Goktan-Ph.D.-Assistant-professor-of-finance-College-of-Business-and-Economics-California-State-University-East-BayNorthern California
Executive Education
California State University, East Bay: How more market oversight delivers better investment in private equity
Sinan Goktan, Ph.D., Assistant professor of finance, College of Business and Economics

Bill-Norwalk-Tax-partner-in-charge-Sensiba-San-Filippo LLPNorthern California
Accounting
Sensiba San Filippo: How health care reform demands a strategic approach from businesses
Bill Norwalk, Tax partner-in-charge

Ricci-M-Victorio-Managing-partner-Mosaic-Family-Business-CenterNorthern California
Wealth Management & Finance
Mosaic Financial Partners: How personality styles affect performance and team synergy
Ricci M. Victorio, CSP, CPCC, ACC, Managing partner

Brock-R-Lyle-Partner-Ropers-Majeski-Kohn-&-Bentley-PCNorthern California
Legal Affairs
Ropers Majeski Kohn & Bentley PC: How civil cases can be settled with alternative dispute resolution
Brock R. Lyle, Partner

Gloria-Ferguson-Senior-vice-president-market-manager-Corporate-Banking-Division-Bridge-BankNorthern California
Banking & Finance
Bridge Bank: How to discover resources available to California businesses
Gloria Ferguson, Senior vice president, market manager, Corporate Banking Division

Mark-L.-Skaist-Shareholder-co-chair-Corporate-and-Securities-Stradling-Yocca-Carlson-RauthOrange County
Legal Affairs
Stradling Yocca Carlson & Rauth: How the JOBS Act makes it easier for companies to raise money
Mark L. Skaist, Shareholder, co-chair, Corporate and Securities

Matthew-R-Huttlin-Vice-president-Employee-Benefits-Division-ECBMPhiladelphia
Risk Management
ECBM: Transparency in purchasing benefits, the time has come
Matthew R. Huttlin, Vice president, Employee Benefits Division

Kevin-Conmy-Regional-vice-president-Business-Services-Comcast-BusinessPhiladelphia
Telecommunications
Comcast Business: How Ethernet helps businesses realize cloud computing potential
Kevin Conmy, Regional vice president, Business Services

Peter-J-Smith-Member-Semanoff-Ormsby-Greenberg-&-Torchia-LLCPhiladelphia
Legal Affairs
Semanoff Ormsby Greenberg & Torchia: How letters of intent provide a road map for business transactions
Peter J. Smith, Member

Tyler A. Ridgeway, Director, Human Capital ResourcesPhiladelphia
Accounting & Consulting
Kreischer Miller: How business owners are paying key employees for performance
Tyler A. Ridgeway, Director, Human Capital Resources

Megan-A-White-Vice-President-Regional-Manager-First-Commonwealth-BankPittsburgh
Wealth Management
First Commonwealth Bank: Business development in a male dominated energy industry
Megan A. White, Vice President, Regional Manager

Kelly-Colamarino-Interior-designer-SMC-Consulting-LLCPittsburgh
Facilities
SMC Consulting: How design firms add certainty, cost efficiency to office furniture selection
Kelly Colamarino, Interior designer

Ron Carmassi-Sales executive-JRG-Advisors-the-management-arm-of-ChamberChoicePittsburgh
Employee Benefits
ChamberChoice: How to create flexible, employee-centric benefits that reduce overhead
Ron Carmassi, Sales executive

Dr. Marc Manley, M.P.H. Vice president, Population Health Management, UPMC Insurance Services Division UPMC Health PlanPittsburgh
Health Care
UPMC Health Plan: How population health management delivers better, lower cost outcomes
Dr. Marc Manley, M.P.H., Vice president, Population Health Management, UPMC Insurance Services Division

Cathy Goldsticker, CPA Partner, Tax Services Brown Smith WallaceSt. Louis
Accounting
Brown Smith Wallace: How the ACA and the end of Bush-era cuts affect tax strategy
Cathy Goldsticker, CPA, Partner, Tax Services