In this section, you will find Gilman Ciocia’s latest news releases as well as links to articles where the company was recently cited.
December 31, 1969
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
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 publicationís Billion Dollar Club List with assets under management of $ 4,670,672,000.
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…
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.
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
If you are a member of the media and would like to schedule an interview with a Gilman Ciocia subject matter expert, please call the Public Relations Department at 845.485.3338, Ext. 4219 or send an email to firstname.lastname@example.org.
Media Contact Information
Executive Assistant to the President
Gilman Ciocia, Inc.
11 Raymond Avenue
Poughkeepsie, New York 12603
Tel: 845.485.3338, Ext. 4219