Accountants + Business Advisors

Healthy Growth

Cost of Living Adjustments for Pension Plans and Retirement-Related Items for 2020


By Sue Peirce, CPA, MTax | Principal, Audit & Assurance On November 6, 2019, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for the 2020 tax year. Changes to the…


Ep34: Make the Switch 2020


Year-end is upon us and what better time for business owners to switch to Apple Growth Partners for their tax and business advisory needs. Today, Chuck & Brittany are joined by Christine Waltjen, director of tax, to share how…


The Ultimate Year-End Tax Planning Checklist for Transportation


By John Valle, CPA | Principal, Transportation Leader | | Twitter: @valle_CPA Year-end is here, and while 2019 closes and another decade begins, it’s time for brokers, carriers, and owner operators to proactively plan for 2020. Year-end is…


Annual Gift Tax Limits Update for 2019 and 2020


By Ann Miller, CPA | Manager, Tax As we near the close of 2019, now is the time to make any last-minute gifts to fully use the annual gift tax exclusion for 2019. The annual gift tax exclusion amounts…


Ep33: Changing the Game in Canton


Canton, Ohio, is known nationwide as the home of professional football. It’s also home to AGP’s first-ever stand-alone firm! Ok, ok, we know football is more impressive, but today we welcome Leif Erickson (not the Viking explorer) to talk…