Apple Growth Partners

Jason Bogniard

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

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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Ep58: Corporate Litigation Post-COVID

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 …

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When the Economy Gives You Lemons, Make Estate Planning Lemonade

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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Charitable Deduction Appraisals Now Finalized by IRS

By Jason Bogniard, MBA, ASA, CVA, EA After ten years of contemplation, The Internal Revenue Service (IRS) issued final regulations related to the substantiation and reporting rules for cash and noncash gifts. The final rules are effective as of July 30, 2018, but in the case of noncash donations, the regulations apply to charitable contributions …

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