Dan specializes in pass-through entity and individual taxation, primarily serving clients in the construction and manufacturing industries. A dual CPA licensed in Ohio and Kentucky, Dan brings deep expertise in federal, state, and local taxation, as well as trust and estate tax matters. A key member of Barnes Dennig’s Valuation
Barnes Dennig is dedicated to helping you identify opportunities, options and strategies to minimize the impact of the COVID-19 Pandemic. Visit our COVID-19 Advisory Services Page here to learn more. Unemployment Insurance Benefits (IN) On March 16, 2020, Indiana Governor Eric J. Holcomb has announced several directives regarding unemployment related
https://www.youtube.com/watch?v=K6oHsitQU1s Can’t watch the video? Download the transcript. Some smart planning in these final months of the year could significantly reduce your 2020 tax bill. Barnes Dennig Manager Mark Hamad breaks down key strategies, from Roth IRA conversions to Health Savings Plans to charitable donation strategies.
“Helping clients succeed and grow is at the heart of what I do. I work hard to simplify complex financial and tax concepts so they’re easy to understand, and I strive to be one of their most trusted resources.” As a Director at Barnes Dennig, Chaleise Fleming combines deep technical
If you received a Form 1099-G for unemployment benefits in 2020, you should immediately verify that the amount reported matches the amount of benefits you received. There may be a variance, or you may have received a Form 1099-G showing unemployment benefits though you never filed an unemployment claim. Scammers
As a Senior Manager in the tax services group, John utilizes his two-plus decades of accounting experience to help his clients navigate their unique tax situations. John is a key member of the not-for-profit team, where he helps organizations maximize their resources, taking their mission further while remaining in compliance
As a leader and key member of Barnes Dennig’s tax team, Heather is committed to helping her clients develop and implement strategies that minimize their tax burden and keep up with legislative changes. She has extensive experience with privately-owned businesses of all sizes in across multiple industries, including manufacturing and
The Paycheck Protection Program (PPP), unveiled this spring by the Treasury and Small Business Administration (SBA) as a result of the CARES Act, came as major relief to businesses and business owners reeling from the effects of the COVID-19 virus, and assisted them in keeping their workforce employed. However, several
U.S. Taxpayers, including individuals, companies, trusts, and estates that have delinquent, incomplete or late-filed foreign information returns have significant penalty exposure. Forms 5471, 8865, or 8858 may need to be filed if the U.S. taxpayer has a direct or indirect interest in a foreign corporation, foreign partnership, or foreign disregarded
Indianapolis is the largest city in Indiana and serves as the state capital. It’s home to Lucas Oil Stadium, Indianapolis Motor Speedway, Monument Circle, and the Indiana State Capitol. Beyond the area’s rich history, there are a variety of businesses located in Indianapolis ranging from large publicly-held companies to small
2021 was a historic year for mergers and acquisitions, with deal volume exceeding $5 trillion – and the trend shows no signs of slowing down, despite increasing economic pressure from inflation and rising interest rates. As dealmakers on both the buying side and selling side look for new ways to
An Individual Retirement Account (or IRA) is an “individual retirement plan” that is funded through personal contributions. IRAs are a great addition to traditional 401(k)s and allow individuals to save for retirement with tax-free growth or on a tax-deferred basis, depending on the type of IRA. Basic Definitions There are