Jeremy

About Jeremy Green

This author has not yet filled in any details.
So far Jeremy Green has created 12 blog entries.

Planning For Your Succession? Ask Yourself These 6 Questions

By |2018-10-11T11:45:09+00:00September 26th, 2018|Business Valuation, Preparation, Retirement, Succession Planning, Value|

A captain doesn’t decide on a whim that he or she is going to sail around the world tomorrow. The voyage will take proper planning, appropriate resources, and a skilled co-captain. The same can be said for succession planning. Business owners, like captains, must plan and consider many variables before selling or transitioning their business [...]

Divorce Can Hurt – A Case Study in the Tax Consequences

By |2018-09-19T14:19:14+00:00September 19th, 2018|Cash Flow, Litigation Support, Tips|

When I was a kid, my dad said something that has stuck with me throughout my life. Considering I grew up to be a CPA, the irony of his statement isn’t lost on me... He said, “Son, there are only two definite things we must do in this world, pay taxes and die.” The takeaway [...]

3 Steps in Creating Your Succession Plan

By |2018-09-14T12:39:24+00:00September 14th, 2018|Goals, Preparation, Succession Planning|

Finding time and enough resources to commit towards a multi-step, multi-year succession plan, while managing the controlled chaos of running a business can be daunting. When time is the most precious resource we have, spending it thinking about how to get out of a business we spent our lives getting into seems illogical. However, those [...]

The Impact of Qualified Business Income to the Valuation of a Pass-Through Entity

By |2018-07-16T10:52:23+00:00July 11th, 2018|Business Valuation, Change, Preparation, Saving, TAX, Tax Planning, Tax Reform|

Jeremy Green, MBA, CPA, ABV, CFE, CFCI, Senior Forensic & Valuation Associate at TDT, provides insight on the impact of business valuations of pass-through companies from qualified business income. Jeremy specializes in business valuations, forensic accounting and litigation support engagements, succession planning, and management consultation services. Unlike “C” Corporations, who are taxed on their earned income [...]

Will Corporate Income Tax Rates Impact Business Valuations?

By |2018-07-16T08:40:04+00:00June 8th, 2018|Business Valuation, Change, TAX, Tax Planning, Tax Reform|

Jeremy Green, MBA, CPA, ABV, CFE, CFCI, and TDT Senior Forensic & Valuation Associate, discusses the impact of new reform tax rates on business valuations. Jeremy specializes in business valuations, forensic accounting and litigation support engagements, succession planning, and management consultation services. Whether it be a business or an individual, we are taxed on the income earned. One [...]

Deductibility of Alimony Going Away

By |2018-08-07T14:26:43+00:00May 1st, 2018|Advisory, Business Valuation, Change, Deductions, Litigation Support, Tax Planning|

Jeremy Green, MBA, CPA, ABV, CFE, CFCI, and Senior Forensic & Valuation Associate at TDT, discusses the recent federal tax law changes of alimony payments and how that impacts involved parties. Jeremy specializes in business valuations, forensic accounting and litigation support engagements, succession planning, and management consultation services. Due to recent changes in federal tax law [...]

Estate Planning vs. Succession Planning – What’s the difference and Why Are They Important?

By |2018-04-25T10:43:38+00:00April 3rd, 2018|Estate Planning, Litigation Support, Succession Planning|

Strong succession plans are vital to the sustainability of the business and should include family meetings to discuss plans to join the business and the vision for the business . For even the most successful closely held business owners, succession planning can be even more difficult than other critical business decisions they have faced. One [...]

Cash is the Oxygen of the Business – Reasons a Profitable Business Can Fail

By |2018-04-25T09:31:12+00:00March 22nd, 2018|Budget, Business Valuation, Saving|

On a hot summer day when I was a child, I opened a lemonade stand in front of my parent’s house. Before I knew it, I had sold my entire inventory of lemonade. My sales mixture consisted of a small portion of cash paying customers driving by, however, a large portion was “credit” sales to [...]

Standard of Value in Divorce Proceedings – Getting it Wrong Could be Costly!

By |2018-04-25T10:42:44+00:00March 8th, 2018|Business Valuation, Value|

Do you recall a time when you were traveling between different states and noticed the interstate speed limits were different, sometimes 65 MPH and other times 70 MPH depending on what state you were in? It is safe to say that different states (jurisdictions) have different laws regarding the speed limits. It is the responsibility [...]

Are Non-Compete Agreements Essential to Proving Damages?

By |2018-02-13T12:18:30+00:00February 9th, 2018|Damages, Litigation Support, Non-Compete|

Certain service businesses which rely heavily on their customer book of business are more likely to be damaged by the actions of an employee who has left the company with customer lists, trade secret information or other personnel and used it for their own financial benefit. Companies can incur a severe loss of value to [...]