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Healthy Growth Blog

Buy-Sell Agreements – “We Have a Formula” Doesn’t Always Work

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By Jason Bogniard, ASA, CVA, EA, MBA | Principal, Business Valuation and Corporate Litigation Most buy-sell agreements, whether structured as a cross-purchase agreement between shareholders or a corporate stock redemption, are well thought-out and memorialized from a legal and tax perspective. However, we find one of the most important aspects of a buy-sell agreement is …

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COVID-19 and Common GAAP Financial Reporting Considerations

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Tuesday, June 9, 2020 By Mark Batey, CPA   As the U.S. economy begins to reopen from the lockdown caused by the COVID-19 pandemic, management and business owners are currently faced with a lengthy to-do list ranging from issues such as supply chain management to new health and safety measures. The monitoring of the company’s financial …

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When the Economy Gives You Lemons, Make Estate Planning Lemonade

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By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation The swift and sudden economic damage caused by the COVID-19 pandemic have left many of us stunned. In such a state, it’s easy to hunker down and miss opportunities, including estate planning and related gift and estate tax savings opportunities. In addition to the …

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Maintaining Productivity – and Sanity – at Home

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Monday, March 23, 2020 By Brittany White, Director of Marketing The whirlwind that has been the last two weeks has caused a variety of confusion, changes, and rapid decisions as people across the state try to adjust to this new temporary ‘normal.’ Some decisions may have been made for businesses without their input – such …

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Top Takeaways from the Professional Car Wash Industry Report

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By Alec Derrig | Associate, Tax The day-to-day management of running a car wash is time-consuming, and owners may need help in studying trends or benchmark reports from the industry. The 2019 Professional Carwashing Industry Report from Professional Carwashing and Detailing Magazine reported comprehensive industry data from car wash owners and managers across the country. …

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Understanding the SECURE Act

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By Susan Burnoski, CPA | Principal, Audit & Assurance Congress recently signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, resulting in easier savings for retirement and expanding access to more Americans. Retirement experts are calling the SECURE Act the most comprehensive retirement legislation over the last 10 years. The SECURE …

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Business Valuation 101 – Understanding the Basics

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By Kimberly Robison, CPA | Senior Associate, Business Valuation Understanding and determining the value of a business is a service provided by trained and certified business appraisers. In domestic relations court, the court often turns to experienced and credentialed professionals to value marital assets, such as a privately held business. The first step to the …

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Top Five Tax Considerations for Car Wash Owners

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By Jeff Brooks, CPA, CGMA | Principal | Car Wash Leader Ongoing staffing, market changes, traffic studies, equipment maintenance, technology upgrades, and customer relationships – these are just some of the many topics top-of-mind for car wash owners. Adding tax planning and preparation to the mix, including navigating the changes brought on by Tax Reform, …

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Cost of Living Adjustments for Pension Plans and Retirement-Related Items for 2020

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By Audit & Assurance On November 6, 2019, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for the 2020 tax year. Changes to the limits are based on the Social Security cost-of-living increases. Below are the new 2020 plan limitations: 2020  2019 401(k), 403(b) and 457(b) deferral …

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