Gilman Ciocia In the News

Chairman Jim Ciocia Makes the Cover of ‘Boomer Market Advisor’ Magazine!

Jim Ciocia appeared on the cover of the November 2007 issue of "Boomer Market Advisor" Magazine, a publication which profiles the financial needs of the baby boomer generation, giving advisors the strategies they need to effectively serve this particular market. The publication is distributed to 50,000 financial advisors preparing for the Baby Boomer retirement wave. In the feature article entitled, "A Simple Formula for Boomer Success," Jim provides insight on the IRA rollover market potential, and what advisors should watch for in light of recent tax law changes. Read PDF

Gilman Ciocia Ranked # 4 on the 2008 Billion Dollar Club of CPA Wealth Provider Magazine’s Listing of Top Assets Under Management

CPA Wealth Provider Magazine, a national publication for CPAs involved in financial planning, conducted its second annual ranking of assets under management of CPA / financial planning firms in July 2008. Gilman Ciocia ranked # 4 on the publication’s Billion Dollar Club List with assets under management of $ 4,670,672,000.

Tax Perspective on Life Events

Investment News, which delivers news and analysis essential to the business of financial advisers and has a subscriber base of 60,000 financial advisers, investment advisers, securities brokers, insurance, accounting, banking, law and other investment professionals, ran articles in both their printed publication (June 25th edition), as well as in their weekly "Issue Alert" which is emailed to their subscriber base regarding our recommendation to get a mid-year tax review. More…

Home Run for Gilman Ciocia!

Gilman Ciocia received many press hits during the 2007 and 2008 tax seasons for its complimentary tax preparations done at Mets games at Shea Stadium.

Good Morning America aired its “last minute tax tips” segment on April 12, 2007 where they mentioned going to the ballpark to get taxes done for free. They showed file footage of Gilman Ciocia’s presence at Shea Stadium and prominently featured in the segment was our tax kiosk including Gilman Ciocia posters and banners. This was tremendous national exposure for Gilman Ciocia.

Boomer Times and Senior Life Magazine & Radio Show

Gilman Ciocia is consistently mentioned in South Florida-based Boomer Times & Senior Life Magazine, and on its Radio Show. The publication is distributed to over 125,000 boomers and seniors in South Florida.

The attached article, “Haven’t Filed Yet?: Gilman Ciocia Provides Tax Tips to Help with the Inevitable” appeared in the March 2008 issue of Boomer Times and Senior Life Magazine. Read PDF

The February 2008 issue of the publication contains an article bylined by Jim Ciocia entitled, “Taxes Don’t Have to be Taxing! Gilman Ciocia Presents Some Good News About Filing This Year”. Read PDF

Jim Ciocia appeared on the Boomer Times and Senior Life Magazine Radio Show to talk about the topic of Stepped-Up Basis. An article on the same topic appeared in the January 2008 issue of the publication. Read PDF

Gilman Ciocia’s article relating to the importance of tax planning appeared in the November 2007 issue of Boomer Times and Senior Life Magazine. Read PDF

Boomer Times and Senior Life magazine ran our article in their September 2007 issue to stress the importance of having life insurance, in recognition of Life Insurance Awareness Month. Read PDF