Online Pay Locations Contact Meet the Team Industries Services Careers Transition Planning Failing to plan is planning to fail. Planning is about building, retaining, and perhaps passing on your wealth to the next generation. It involves recognizing and coming to grips with many complex operational, family, individual, and business issues that must be addressed for the business to move forward in the evolution process. Download PDF Our Transition Planning Services Business strategy Business transition strategies if warranted Setting goals and outcomes from the planning process Value enhancement and value drivers Transferring of wealth safely, appropriately, and tax-effectively Contact Us Crystal Faulkner CPA, CExP, MAFF Partner, Cincinnati Market Leader Add Contact View Profile Steven Kerrick CPA, ABV, MBA, CGMA Partner, Advisory Services Team Leader Add Contact View Profile Stay in the know. Get our newsletter delivered straight to your inbox. Sign Up OSHA’s COVID-19 ETS – ﻿What We Know Today Published 11/11/2021 On Thursday, November 4th, the Occupational Health and Safety Administration (OSHA) issued an emergency temporary standard (ETS) requiring most employers with 100 or more employees to ensure that all employees are either vaccinated or... Indiana Tax News: Small Business Restart Grant Published 11/11/2021 Earlier this year, the Indiana Economic Development Corp. announced an expansion of a program to help small businesses recover from the pandemic–The Indiana Small Business Restart Grant program. Through the program, small businesses... President Biden Releases Build Back Better Framework Published 10/29/2021 President Joe Biden unveiled his framework to guide Congress in writing the Build Back Better Act legislation, which includes taxes on corporations and the wealthy to help cover the bill’s overall $1.75 trillion price tag. According to...