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Benefit Plan Advisory Alert: Empower Qualification in Service Organization Control Report, Potential Impact to MassMutual Plans

By Danielle Kimmell, CPA, and Susan Burnoski, CPA Plan sponsors and administrators have a fiduciary responsibility to monitor any outside service organization (OSO) utilized in the administration of their retirement plans. This includes understanding and monitoring internal controls and, in most cases, the OSO provides a Service Organization Control (SOC) Report. The SOC informs plan sponsors …

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Ep82: Transitioning to a Work from Anywhere Culture – Part 1

Third-time guest Erica Ishida is back with an insightful take on how companies can transition their workforce planning to a work from anywhere culture as a result of the pandemic. Erica’s expertise in this area comes from years of C-Level experience focused on organizational growth. This mini-episode is part 1 of an extended episode to …

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ESOP E-Book

A Business Guide to Employee Stock Ownership Plans Download this comprehensive E-Book from Apple Growth Partners’ ESOP team, which includes detailed information regarding: The process of developing an employee stock ownership plan (ESOP) Utilizing an ESOP as a succession plan The timeline of initiating an ESOP How to select the right firm for your company’s …

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New Business Owner E-Book

New Business Owner E-Book Download this comprehensive E-Book from Apple Growth Partners, which includes detailed information for new business owners: Outline a strategy for success upon achieving your dream of starting a business Align your vision with realistic goals Understand proper tax and business set up Develop methods for tracking ROI Learn government requirements and …

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Domestic Relations E-Book

Financial Litigation Considerations E-Book Download this comprehensive E-Book from Apple Growth Partners’ Litigation Support team, which includes detailed information for attorneys: The benefits of hiring a valuation expert during a divorce Understanding the separate property nature of assets during a divorce Financial tips for clients during a divorce “Double Dipping” in a divorce case The importance of the financial neutral role in a …

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Business Fraud E-Book

A Guide to Business Fraud E-Book Download this comprehensive E-Book from Apple Growth Partners’ fraud prevention and detection experts, which includes detailed information for business owners: The Different Types of Internal Business Fraud Why Employees Commit Fraud…And How You Can Stop Them Indicators of Fraud at Small & Medium-Sized Businesses Forensic Accounting – What Is It? Vendor Fraud: …

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Second Draw Paycheck Protection Program (PPP) Loans

By Kathy Davis and Robert Jackson, CPA The SBA has released the application for the Second Draw PPP loan, SBA Form 2483-SD. This second round is intended for those recipients that have experienced a significant decline in revenues in 2020. This round also offers further benefits to those in the restaurant industry, hotels and others …

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Apple Growth Partners Continues to Invest in Top Talent, Expands Team

AKRON, Ohio – (January 11, 2021) – Apple Growth Partners (AGP), award-winning accounting and business advisory firm, proudly announces three staff appointments and three new hires to expand its shared services and tax team. Steve Mazza, CPA, has been promoted to principal in the tax department. Beginning his career as an intern with AGP, Mazza …

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