Apple Growth Partners

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Charitable Donation of Closely Held Business Interests

By Jason Bogniard, MBA, ASA, CVA, EA | Robert Jackson, CPA, MT | Andrew Adolph There can be significant income tax advantages to donating privately held stock or units to your favorite qualified charity, rather than charitable gifts of cash. A business owner with an interest in a non-publicly traded C- or S-Corporation, Limited Liability …

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Apple Growth Partners’ Jason Bogniard Admitted into AAML Foundation, First in Ohio

CLEVELAND, Ohio – (October 11, 2022) – Jason Bogniard, ASA, CVA, EA, MBA, was admitted into the prestigious American Academy of Matrimonial Lawyers (AAML) Foundation Forensic and Business Valuation Division. With fewer than 40 members in the country, Bogniard is the first admitted business valuation professional from the state of Ohio.  Bogniard is a principal …

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ESOP Valuations

ESOP Valuations If you are currently an ESOP or considering selling to an ESOP, you will need to have an ESOP valuation completed. An ESOP valuation follows the same professional standards used when performing business valuations for other purposes, such as the sale of a business upon retirement. However, there are several unique attributes about …

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