Greg started Mannia & Company, LLC in 2010 as an offshoot of Mannia Green & Co. which operated as such for 23 years. He had the good fortune of retaining many of the talented professional staff from the previous partnership and is responsible for managing the firm, client relations, oversight in terms of product accuracy and many advisory, planning and coaching services.
With over 30 years in accounting, personal and business tax preparation, tax and financial planning Greg has also developed other areas of expertise and specialties to compliment these traditional services. Having provided business valuation services for many years he also earned the designation of Certified Valuation Analyst (CVA) during 1995. He has developed other areas of expertise including business acquisition or sale planning and assistance, succession planning and general business advisory/coaching services.
Greg graduated from Indiana University with a degree in Business Administration in Accounting. He is a member of the AICPA (American Institute of Certified Public Accountants), INCPAS (Indiana CPA Society) and NACVA (National Association of Certified Valuation Analysts). He has served on several boards over the years and currently sits on the board of directors of the Mad Anthony Children’s Foundation and Fort Wayne Brain Injury Clubhouse. He founded The Directors which is a business development group that meets regularly and just celebrated over 35 years in existence.
Greg and his wife, Donna, have two children, Nicole and Scott. Both enjoy their granddaughter Penelope (Penny) and will be grandparents again in the near future. The family is active and both Greg and Donna enjoy playing golf. Greg has always enjoyed sports with his first love being basketball and he still works out 3 to 4 times a week. Greg is also an avid IU fan and occasionally gets down to Bloomington to see a basketball game.
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Mutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.
Avoid surprise capital gains
Unlike with stocks, you can’t avoid capital gains on mutual...
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to set one up and make contributions that will be deductible on your 2018...
Time for NQDC plan deferral elections
If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As the name suggests, NQDC plans pay employees in the future for services currently performed. The plans allow deferral of the income tax associated with the compensation.