Surprise – a brand new episode out today! Chuck and Brittany talk to tax expert Robert Jackson and estate planning experts Eric Flickinger and Matt Silla about the impact of the election results on estate tax and possible tax changes for business owners, including what to do next about the PPP loan and forgiveness. A …
Special Episode: Post-Election Tax Considerations Read More »
Earlier this year, we had a Black Lives Matter episode where we discussed the current events in our country and what businesses and leaders need to do. Part of the discussion was to take action – not just talk. Today, we’re joined by Sunny Adams and A’Shira Nelson to talk about the action Apple Growth …
By Robert Jackson, CPA | Senior Manager, Tax Monday, November 16, 2020 It is the middle of November, fresh off the general election, and for most taxpayers, it is the height of tax planning season. While many taxpayers and professionals alike were expecting to have a clearer picture of what 2021 (as well as the …
Once you’ve built your business, it’s time to continue your legacy for generations to come. Establishing a family office provides multi-generational families a proactive plan for their financial aspects, customized to their needs. We’re joined by Bob Neides and A’Shira Nelson from Apple Growth Partners to learn about their family office services. They share insights …
Achievement Recognized at the 2020 AICPA FVS Conference AKRON, OH (November 10, 2020) – The American Institute of CPAs (AICPA) Standing Ovation Recognition Program has recognized Eric Flickinger, CPA, ABV, as one of 22 outstanding young CPAs in the area of business valuation. Flickinger, along with a select group of CPAs age 40 and younger from …
November 3, 2020 By Robert Jackson, CPA | COVID-19 Response Team Last week, the SBA announced that it will be issuing two new questionnaires for those borrowers who, together with their affiliates, received Paycheck Protection Program (PPP) loans of $ 2,000,000 or greater. The questionnaires are designed to help the SBA determine the extent of loan …
New SBA Qualification Questionnaire Requirement for PPP Loans in Excess of $2M Read More »
November 2, 2020 The IRS released updates to retirement plan limits in 2021 last week: 2021 Retirement Plan Limits 2021 2020 2019 401(k),403(b) and 457(b) Deferral Limits $19,500 $19,500 $19,000 401(k) and 403(b) Catch-up Deferral Limits $6,500 $6,500 $6,000 Annual Limitation on Compensation $290,000 $285,000 $280,000 Defined Contribution Limitation $58,000 $57,000 $56,000 …
November 2, 2020 By Dmitriy Berkovich, CPA | COVID-19 Response Team From the Federal Reserve website: The Federal Reserve Board on Friday adjusted the terms of the Main Street Lending Program in two important ways to better target support to smaller businesses that employ millions of workers and are facing continued revenue shortfalls due to …
Tuesday, October 27, 2020 On Friday, October 23, 2020, Governor DeWine and the Ohio Development Services Agency announced two new COVID Relief grant programs for Ohio companies: Small Business Relief Grant Grant summary $10,000 Grant Accepting applications November 2, 2020 Eligible Businesses For-Profit Entity Employs at least 1 and no more than 25 Ohio Employees …
October 12, 2020 For the 12th consecutive year, the Apple Growth Partners’ Community Outreach Charitable Giving Fund of Akron Community Foundation has been recognizing local non-profits proving financial literacy education programming in Northeastern Ohio through grants. In 2020, AGP is proud to announce a total of $30,000 has been awarded to the following 12 non-profits …
Apple Growth Partners’ Charitable Giving Fund Awards 12 Grants Read More »
