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 …
Charitable Donation of Closely Held Business Interests Read More »
By Ann Miller, CPA | Manager, Tax As we near the close of 2022, now is the time to make any last-minute gifts to fully use the annual gift tax exclusion for 2022. The annual gift tax exclusion amounts available for a gift made to an individual either directly or indirectly without filing a gift …
It’s the time of year to give and receive gift cards, which can be beneficial to all involved. For restaurants, are you classifying the revenue correctly? Learn the key factors for proper gift card calculations.
Inflating is impacting all businesses, including restaurants as diners are cutting back extra spending. Here are six ways to navigate inflation to help your restaurant’s bottom line.
CLEVELAND, Ohio – (October 11, 2022) – Jason Bogniard, ASA, CVA, EA, MBA, has joined 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 business valuation professional joining from the state of Ohio. Bogniard is a principal in …
Apple Growth Partners’ Jason Bogniard Joins AAML Foundation, First in Ohio Read More »
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AGP’s tax team discusses the recent extension granted by the IRS for individuals and businesses in Florida due to Hurricane Ian.
If you’ve decided to take a closer look at an Employee Stock Ownership Plan (ESOP) for your succession plan, you may be wondering what the next steps are. The typical next step is an ESOP feasibility study.
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 …
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, has been named a Top Workplace by The Plain Dealer, for the fourth consecutive year.
