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Larry Greenwalt, We Thank You for 34 Years of Leading Our Team

It is with mixed emotions the Firm announces that Larry Greenwalt will be retiring from the Firm at the end of July. In reaching this decision, Larry concluded that the Firm is well positioned to make his retirement practical at this point in time. This concludes the transition process that started over five years ago, moving the Firm to the fourth ...

Crossing the (State) Line

If expansion plans call for doing business in other states, factor in tax liability by Marie Jett, CPA | Principal and Anita Sherman, CPA | Managing Partner When you say you want to grow your manufacturing company, what does that mean? It may entail expanding your physical plant or warehouse or introducing new products. It could also mean opening ...

Have You Prepared a SWOT Analysis?

By Jim Wagoner, CPA | Director of Tax Services Group The SWOT Analysis – the acronym standing for “strengths, weaknesses, opportunities and threats” – is a long-standing risk management essential. This article explains how to get started on a companywide SWOT analysis and identify these four factors. Doing so can help a company create awareness, ...

Senate Finance Committee Issues Tax Extenders

by Larry K. Greenwalt, CPA, Chairman of the Board and Anita Sherman, CPA, Managing Partner Below are the two most critical updates.  We recommend you review these extensions as they may apply to you and talk to us as to what personal and business impact they have. Individual Provision Tax-free distributions from individual retirement plan for ...

Marie Jett, CPA Promoted to Principal at Greenwalt CPAs

Greenwalt CPAs is delighted to announce that Marie Jett has been promoted to Principal at the firm effective January 1, 2014. Marie specializes in providing services to manufacturing and distribution companies, professional service organizations, small business clients and estates and trusts. Marie is a 1999 graduate from Indiana University and started ...

Tim Ayler and Brandon Cook Present at Indiana Green Expo

Tim Ayler and Brandon Cook presented at the 2014 Indiana Green Expo at the Indiana Convention Center on Thursday, January 9th. The conference included companies from the green industry, including turf, irrigation and landscape companies, as well as golf courses and other businesses. The title of the presentation was Pay Attention! Overlooked Tax Breaks ...

Revised County Income Tax Rates Effective October 1

By Kelley Wolfe, CPA | Manager, Entrepreneurial Services Group Five counties have just changed their county income tax rates and one (Lake County) has added a county tax. The counties that are changed are Allen, Hancock, Jasper, Madison and Washington, and one county just added a rate (Lake). We thought this might be useful information to pass on and ...

Three Greenwalt CPAs Partners’ Named as Five Star Wealth Managers

Anita Sherman, CPA, Larry Greenwalt, CPA, and Larry Brodnik, CPA have again been named as Five Star Wealth Managers. This recognition comes from the largest and most widely published wealth manager award program in North America. The Five Star Professional organization said in communicating this award, “Congratulations on reaching a level of excellence ...

Day of Caring at the Julian Center

Late August, 15 members of our firm worked at the Julian Center through the United Way Day of Caring Program. The Julian Center is one of the largest facilities of its kind in the country and has been nationally recognized as a model for communities seeking to improve their responses to domestic violence. Each year the Julian Center reaches out to 6500 ...