Archives: Insights
Jun 12, 2024
Article
Cybersecurity Essentials for Protecting Your Employee Benefit Plans
Employee Benefit Plans (EBPs) play a crucial role in securing the future of millions of workers. However, with the rising tide of cybersecurity threats, these plans are increasingly vulnerable to attacks that could compromise sensitive data and assets. Understanding the importance of cybersecurity in relation to EBPs is vital for Plan Sponsors, Recordkeepers, and Participants alike.
Article
Metrics That Matter: Assessing Your Not-for-Profit’s Fundraising Health
Effective fundraising is critical for many not-for-profit organizations to fully fund their programs and execute the mission. But how do you know if your fundraising efforts are effective, and you are using the best strategy? Analyzing key fundraising metrics can provide valuable insights to help you optimize your approach and get the most out of your fundraising investments.
May 27, 2024
Article
Building Your Budget: Moving Forward & Putting It All Together
Welcome to the second installment of our Comprehensive Budget Series. Previously we explored the why, when, and how of budgeting. In this article, we’ll focus on the practical steps involved in building a budget that aligns with your goals and supports your organization’s financial health. We’ll discuss strategies for allocating resources, making informed decisions, and addressing challenges that may arise during the budgeting process. No matter what type and size business you’re managing, the principles and techniques covered here will help you create a budget that sets you on a path to success.
Events
Legacy in Progress: The Essential Guide to Exit Planning (Lima)
Learn how to secure your business's future with Rea & Associates' "Legacy in Progress: The Essential Guide to Exit Planning." Join experts to explore valuation, taxation, and wealth management strategies.
Events
Legacy in Progress: The Essential Guide to Exit Planning (Dublin)
Learn how to secure your business's future with Rea & Associates' "Legacy in Progress: The Essential Guide to Exit Planning." Join experts to explore valuation, taxation, and wealth management strategies.
Events
Navigating Nexus: Unveiling the Complexities of State and Local Tax Compliance
With the complexities of State and Local Tax (SALT), ignorance is far from bliss. As businesses expand their reach across state lines, understanding and complying with nexus regulations becomes key to protecting your business. Join us for an insightful webinar that will shed light on the critical aspects of nexus for both direct and indirect tax types and equip you with the knowledge to navigate these complex waters with confidence.
May 29, 2024
Newsletter
Plain & Simple | Spring 2024
As we approach the second half of 2024, I am pleased to report that the US economy entered the year on a strong footing. Multiple indicators of business activity, labor markets, sentiment, and inflation have been moving in a favorable direction. However, we must remain vigilant of headwinds such as rising consumer debt and elevated interest rates that may temper economic growth. As mentioned in our earlier edition, I see this year as one of renewed potential, with the economy regaining its footing and businesses poised for growth, despite uncertainties surrounding new tax policies and the upcoming election.
Jun 3, 2024
Other Stuff
Koontz & Parkin joins Rea & Associates FAQs
Rea & Associates offers services far beyond that of a traditional accounting firm, including information services, managed IT, retirement plan consulting, wealth management solutions, as well as valuation and transaction advisory services.
Jun 13, 2024
PR
Rea & Associates Announces Mid-Year Promotions of 12 Outstanding Team Members
Rea & Associates, a leading national accounting and business consulting firm, is proud to announce the mid-year promotions of 12 exceptional team members across its offices. These promotions recognize the individuals' outstanding contributions, dedication to client service, and commitment to professional growth.
Jun 3, 2024
PR
Koontz & Parkin Merges with Rea & Associates
Rea & Associates is excited to announce that Florida-based Koontz & Parkin, CPAs has merged with Ohio-based Rea & Associates effective June 1, 2024.
This merger enables Rea to leverage Koontz & Parkin’s expertise while supporting Rea’s plan to expand beyond Ohio, particularly in the construction & real estate industries.
Cultural fit was a driving force behind this decision. Rea and Koontz & Parkin both have a people-first culture because happy and engaged employees mean better customer service.