Apple Growth Partners

Charitable Donation of Closely Held Business Interests

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 …

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Apple Growth Partners’ Jason Bogniard Joins AAML Foundation, First in Ohio

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 …

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