托尼P. IELASE中钢协
Tony leads the firm’s 风险咨询bet9平台游戏 (RAS) practice for the 哥伦布 market and has over 25 years of experience providing risk advisory and compliance services to a diversified number of retail, 制造业, 高等教育, 医疗保健, 技术, 公用事业和金融bet9平台游戏客户.
His areas of expertise include internal audit strategic planning, 内部审计合作外包, 企业风险管理, 合规评估, 欺诈风险评估, business process improvement and SOX program implementation and optimization, 等.
教育
BSBA — Accounting from Clarion University of PA
专业及社区参与
He is a member of various Schneider Downs internal groups, including the 高等教育 and retail industry groups as well as:
Member—Institute of Internal Auditors (IIA)
Member—Information Systems Audit and Control Association (ISACA)
分享
你有什么爱好/个人爱好吗?
高尔夫和哈巴狗.
What was the best advice you’ve ever received?
If you want to make a million dollars, work a million hours.
你的榜样是谁?
我的父亲.
你童年的梦想是什么?
成为一名艺术家.
If you could go back in time, what advice would you give to your college self?
不要压力过大. If you work hard everything will work out
People would be surprised to know that I…
…was an Art major my freshman year in college.
What is the best or most interesting thing about your career?
I get to meet and work with some of the brightest minds in the business community.
你的第一份工作是什么?
柯比扫地机销售员(真).
你有“座右铭”吗?? (说或不说)
“Don’t worry if the horse is blind- just start loading the wagon”
When you have an hour of free time, what do you like to do?
Spend time with my daughter Madison and walk the pug.
Do you have advice for young professionals?
不要害怕犯错误. 向他们学习. And if you’re not making mistakes, you’re probably not challenging yourself enough.
特色
大问题: Large 税 Burden In The Succession Plans Of A Family Business.
大的思考: 创建授予人信托以节省1美元.500万年.
格雷格•埃里森 is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income 税 returns for estates and trusts in addition to gift 税 returns, federal estate 税 returns and state inheritance 税 returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.500万的赎回税. 格雷格的团队避免了1美元的罚款.5 million 税 and introduce asset protection by having the father creator a grantor trust instead.
“通过创建授予人信托, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,格雷格说。. “We were also able to integrate asset protection into the structure and procure the recurring 税 and attest services.”
Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, 公开和私人持有, 以及非营利组织, 政府机构等. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.
