Apple Growth Partners

Estate and Gift Tax

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 …

Special Episode: Post-Election Tax Considerations Read More »

When the Economy Gives You Lemons, Make Estate Planning Lemonade

By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation The swift and sudden economic damage caused by the COVID-19 pandemic have left many of us stunned. In such a state, it’s easy to hunker down and miss opportunities, including estate planning and related gift and estate tax savings opportunities. In addition to the …

When the Economy Gives You Lemons, Make Estate Planning Lemonade Read More »