Apple Growth Partners

Ep77: Define Your Path

Chuck and Brittany welcome Carina Diamond, Chief Investment Officer and Managing Partner at Dakoré Wealth. As a wealth management professional, Carina helps individuals define their path and develop a financial plan to get them where they want to be. Carina shares her involvement with engaging women in the financial field, and why women need to …

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Special Episode: Post-Election Tax Considerations

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 …

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Protecting Your Financial Identity

By Mark Lapikas, CPA | Principal, Tax With a previous break of Equifax, an estimated 143 million Americans’ information was compromised. In 2015, Anthem was breached compromising personal data of roughly 80 million Americans. Criminals are constantly seeking new ways to obtain your data which begs the question, “How do I protect my personal information?” …

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Ep75: Managing a Family Office

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 …

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Apple Growth Partners’ Eric Flickinger Receives AICPA Forensic and Valuation Services Standing Ovation

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 …

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AGP Advisory: The Ultimate Financial Due Diligence Checklist

By Brandon Frederics, CPA | AGP Advisory, Leader The merger and acquisition market remains active even through trying times. Over the past two years, an average of over 13,000 deals were completed for small and mid-size businesses—that’s over 35 deals a day. The act of buying or selling a business can be complex and time consuming. Luckily, we have provided some insight into …

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New SBA Qualification Questionnaire Requirement for PPP Loans in Excess of $2M

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 …

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