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 »
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 »
By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business ValuationMay 11, 2021 Damages can be calculated with reasonable certainty, and are most often done so using “Lost Profits” as the measure of the alleged damages. Much like it sounds, Lost Profits represent the amount of money that the plaintiff requests the court to award to …
Business Disputes – Lost Profits and Incremental Expenses Read More »
By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation If a business has been around long enough, chances are some misunderstanding or outright misconduct has happened with a vendor, customer, or employee. At times, these business disputes require some mediation or litigation process to help reach a resolution. At the heart of many …
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 …
Buy-Sell Agreements – “We Have a Formula” Doesn’t Always Work Read More »
The disruption of COVID-19 is undeniable, but what type of litigation is more likely to occur as a result of the new economic environment? AGP’s Jason Bogniard is on Sliced (remotely!) to provide insight. Chuck and Brittany talk to Jason about the corporate litigation services offered by Apple Growth Partners, and what business owners should …
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 …
When the Economy Gives You Lemons, Make Estate Planning Lemonade Read More »
By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation The concept of “Double Dipping” in divorce litigation is a fervently debated and quickly evolving issue in domestic relations courts across the State of Ohio, and the nation for that matter. So, what is double dipping and why should you care? Double dipping is only an …
Would you buy a house without an inspection and appraisal? Business valuation is the “appraisal and inspection” part of buying or selling a business. Jason Bogniard stops by the studio to talk about why all business owners should have an updated valuation completed to know the value of their company at any time. You never …
