Alerding CPA Group announces promotions and new staff appointments

| News

(INDIANAPOLIS) – The Directors of Alerding CPA Group, an Indianapolis-based certified public accounting firm, are pleased to announce the following staff promotions and new appointments: Sarah Gregory, CPA, CFE – promoted to Senior Audit Manager Chris Mennel, CPA – promoted to Senior Audit Manager Owen Pryor, CPA – promoted to Tax Supervisor Evan Rauch, CPA – promoted to Audit Supervisor Spencer King – new Staff Accountant Sarah Gregory, Senior Audit Manager and Certified Read more [...]

Ensuring a peaceful succession with a buy-sell agreement

| Business Briefs, Business Miscellaneous, News

A buy-sell agreement is a critical component of succession planning for many businesses. It sets the terms and conditions under which an owner’s business interest can be sold to another owner (or owners) should an unexpected tragedy or turn of events occurs. It also establishes the method for determining the price of the interest.   This may sound cut and dried. And a properly conceived, well-written buy-sell agreement should be — it is, after all, a legal document. But there’s a human side Read more [...]

3 hot spots to look for your successor

| Business Briefs, News

Picking someone to lead your company after you step down is probably among the hardest aspects of retiring (or otherwise moving on). Sure, there are some business owners who have a ready-made successor waiting in the wings at a moment’s notice. But many have a few viable candidates to consider — others have too few. When looking for a successor, for best results, keep an open mind. Don’t assume you have to pick any one person — look everywhere. Here are three hot spots to consider. 1.    Read more [...]

Bridge over troubled waters

| News

By Linda DeTar     So you’re driving through a stop sign when another car runs through the sign at 50 miles-per-hour and hits you squarely on the side.  Unfortunately, you don’t survive the accident.  You’ve got a last will and testament, but it doesn’t provide details of your household, investments, login passwords, funeral wishes or other personal effects.  And now your loved ones must step in and try to locate everything and resolve all issues. Even if you survived this accident, Read more [...]

2016 Promotions & New Staff

| News

(INDIANAPOLIS) – The directors of Alerding CPA Group, an Indianapolis-based certified public accounting firm, are pleased to announce the following staff promotions and new appointments: Tracie Delph, CPA – promoted to Entrepreneurial Services Supervisor (photo) Tyler Kleinschmidt, CPA – promoted to Audit Senior (photo) Justin Schwartz, CPA – promoted to Audit Senior (photo) Kathryn Hartman – new Staff Accountant Hannah Medler – new Staff Accountant Tracie Delph, Entrepreneurial Read more [...]

Michael Alerding Receives Indiana University’s Inaugural Accounting Alumni Recognition Award

| News

We are pleased to announce that Michael P. Alerding was selected as one of only 12 winners nationally in the Indiana University Kelley School of Business’ inaugural Accounting Alumni Recognition Awards. Alerding received his award, in the Community Service category, on September 23 during a banquet in the President’s Hall on the Bloomington campus. Alerding, a 1971 Indiana University graduate who has worked in public accounting for forty-five years, has been extensively involved in the Indianapolis Read more [...]

Making your case for a business loan

| Business Briefs, News

By Bennie the Bean Counter     From afar, the commercial lending process may appear comical. On one side of the desk you have the lenders, who want to manage their risk by loaning money to only successful business owners. On the other side of the desk, you have the business owners — many of whom believe they can’t truly become successful until they get the money! To avoid this disconnect, you have to approach business financing as a partnership rather than a provider-customer relationship. Read more [...]

Oh, What a Difference a Day Can Make

| Business Miscellaneous, News

By W. Owen Pryor, CPA       On what appeared to be a normal day, a trip to a California junk shop proved to be life changing for one lucky customer. A seemingly innocent $2 purchase is now thought to be valued at a whopping $5 million. Turns out the decision to purchase a random black and white photo, which has been authenticated to be Billy the Kid, will now present quite a serious tax situation for the potential $4,999,998 capital gain. Let’s take a look into what this lucky customer, Randy, Read more [...]

The IRS has Announced the 2015 Retirement Plan Contributions Limitations

| Alerding Alerts, News

In 2015, employees who participate in 401(k) and 403(b) plans may contribute up to $18,000 (up from $17,500 in 2014) into their plans.  Those over age 50 may contribute up to $24,000 (up from $23,000). The amount individuals may contribute to an IRA remains unchanged ($5,500 for those under age 50 and $6,500 for those 50 and over). The section 415 limit for total contributions by employees and employers combined to defined contribution plans is increased in 2015 from $52,000 to $53,000. Call Read more [...]

Alerding CPA Group Announces Its 2014 Staff Promotions & New Appointments

| News

(INDIANAPOLIS) – The directors of Alerding CPA Group, an Indianapolis certified public accounting firm, are pleased to announce the following staff promotions and new appointments: Courtney Morin has been promoted to Tax Senior and has been with Alerding CPA Group since 2011.  Her responsibilities include tax return preparation, consulting and tax planning, and developing client relationships. As a newly promoted Audit Senior, Katie Persinger will oversee fieldwork for audits, reviews and Read more [...]