Apple Growth Partners

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Ep42: Wealth Management

Ryan Fulmer from Beese Fulmer is here to discuss generations of wealth management provided by Canton-based firm. Ryan shares how business owners can maintain their long-term wealth during the sale of their business and what implications are related to the sale structure of a business. Ryan discusses whether investors should be nervous about the swings …

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Ep9: What Exactly are Opportunity Zones?

Have you heard of the new incentive in the most recent tax reform changes known as Opportunity Zones? Opportunity Zones create tax benefits to investors, business owners, and real estate professionals while positively impacting our communities. But this “opportunity” won’t last long – only applicable in the 2019 calendar year, people looking to benefit from …

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Take Advantage of Opportunity Zones

By Bob Neides, CPA Opportunity Zone investments offer a unique “opportunity” to defer, reduce, and even eliminate having to pay tax on certain capital gains. Created from provisions in the Tax Cuts and Jobs Act of 2017, according to Investment News, “Opportunity Zones are specifically designed to incentivize investment in economically distressed communities and, for …

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Why Your Succession Plan Needs a Valuation Partner

by Bethany Dria, Senior Associate, Business Valuation Business owners preparing a succession plan should consider the five W’s: who will take over the business, when will you retire, what will happen to the company, where will the company be regarding growth, customers, and innovation when you decide to retire, and why, which is simple… to …

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