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New Business Owners: Steps to Keep in Mind

By Toby Kaye, CPA/ABV | Manager, Tax Congratulations! You have recently conceived your big idea to launch a new business and secured initial funding to get started.  You are excited to work hard to build your dream into reality.  Passionate in their mission. Taking risks. Resilience under pressure. I love listening to entrepreneurs talk about …

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Treasury Department Issues New Guidance for Health Plans

By Susan Burnoski, CPA | Principal, Audit & Assurance If your company offers a high-deductible health plan (HDHP), an HDHP with a health savings account (HAS), or is considering an HDHP, the Treasury Department just announced additional allowable preventive care benefits, effective January 1, 2020. This notice increases the services that can be covered as …

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Two New HRAs Available Jan. 1 for Employers

By Susan Burnoski, CPA | Principal, Audit & Assurance As of January 1, 2020, there are two new health reimbursement arrangement (HRA) alternatives for employers to consider. However, due to notice requirements, you need to begin the process now. Individual Coverage HRA (ICHRA) If the individual purchases ACA-compliant health coverage, an employer of any size …

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Enterprise Value vs. Equity Value: What’s the Difference?

By Eric Flickinger, CPA/ABV | Manager, Business Valuation Have you ever tried to substitute diet soda for regular soda? It’s just not the same. Diet soda can leave a bad taste in your mouth if you are not prepared for it. Similarly, if you fail to understand the difference between enterprise value and equity value, …

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ESOP 101: What Owners Need to Know about Employee Stock Ownership Plans

By Dave Gustafson, J.D. | Principal – Business Valuation One of the biggest decisions a business owner can make is how they want to handle the succession of their company. While many employees can retire and move on with their life, an owner has to consider several things, including who is going to succeed them …

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Understanding Discounted Cash Flow Method

Key Points to Communicate to ESOP Participants By Eric Flickinger, CPA/ABV | Manager, Business Valuation The discounted cash flow (DCF) method is an advanced topic in financial courses. So, explaining the process to individuals that haven’t spent time studying finance can be somewhat complicated. However, if you’re an employee stock ownership plan (ESOP) participant, it’s …

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Why Manufacturers Need to Know About Ohio’s R&D Investment Loan

By Mike Fink, CPA | Supervisor, Tax The state of Ohio established a Research and Development (R&D) Investment Loan program for qualified business owners more than 15 years ago but many business owners may be unaware of its existence or benefits. This program provides low-interest loans with a tax credit through the Ohio Development Services …

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Exciting News for Ohio’s Small Business Owners

Stimulating developments have occurred recently to reestablish important tax deductions for small business owners in Ohio. Early in June: The Ohio House of Representatives passed their version of a state budget, including an increase of $1.2 billion in business taxes. The House budget cuts personal income tax rates by 6.6% but switched tax burden to …

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