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Apple Growth Partners Announces Promotions and Annual Award Winners

By / News /

AKRON, Ohio – (October 7, 2020) – Apple Growth Partners (AGP), award-winning accounting and business advisory firm, proudly announces promotions for two team members and three recipients of annual firm awards. Leif Erickson, CPA, and Brandon Fredericks, CPA, have been promoted to principal. As a principal in the tax department, Erickson is the firm’s Canton …

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AGP Tax Advisory: Cash Waterfall Planning

By / Healthy Growth Blog /

By Brandon Fredericks, CPA | AGP Advisory, Leader Pass-through entities possess many important tax advantages, which include the ability to avoid double taxation and the Qualified Business Income deduction. However, the tax code contains several added complexities and potential tax pitfalls for ill-planned pass-through transactions. One such scenario involves “cash waterfalls” where distributions deviate from the proportion of equity contributed …

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AGP Tax Advisory: Debt vs. Equity Financing

By / Healthy Growth Blog /

By Brandon Fredericks, CPA | AGP Advisory, Leader A prospective buyer faces many important decisions when contemplating purchasing or expanding a business. First and foremost, the target acquisition must provide adequate return potential within an acceptable level of risk. Once this has been determined, the buyer has likely already spent significant time finding the right acquisition and feels anxious to close the transaction. However, more can be done …

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Ep74: Before Social Media, there was the BBB

By / AGP Podcast: Sliced /

Remember the days of reviewing a business before social media? The Better Business Bureau has been facilitating ethical exchanges between consumers and businesses for decades, and we’re joined by director of operations, Edwin Hubbard, Jr., to discuss how local businesses can leverage accreditation with the BBB. Also, Edwin shares how he manages an impressive volunteer …

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AGP Advisory: Financial Due Diligence is Just as Important

By / Healthy Growth Blog /

By Brandon Fredericks, CPA | AGP Advisory, Leader Our series has touched on many important topics through the financial due diligence process. As we think of the “typical” due diligence process, we sometimes get locked into this preconceived notion that due diligence only being after a qualified buyer is identified, after a letter of intent is signed, after …

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Ep72: Understanding the Employee FICA Deferment

By / AGP Podcast: Sliced /

Hot off the press! We have a special episode this week with the latest news on the employee FICA deferment. Taylor Lorenz from AGP’s COVID-19 Response Team joined Chuck and Brittany just yesterday (9/8/20) to discuss the latest developments from the Presidential order, what employers need to do, what employees should know, and more. Taylor …

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Apple Growth Partners Expands Leadership Team with Three Female Executives

By / News /

AKRON, Ohio – (September 9, 2020) – Apple Growth Partners (AGP), award-winning accounting and business advisory firm, welcomes three new executives: Erica Ishida, MPOD, Jennifer DiFranco, PHR, SHRM-CP, and Danielle Kimmell, CPA. In combining her experience with leadership, talent, business development, and organization design, Erica Ishida, MPOD, joins AGP as chief growth officer. This new …

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Welcoming a New Baby….and All Their Expenses: Financial Changes All New Parents Should Make

By / Healthy Growth Blog /

By Michael Fink | Manager, Tax Giving birth or adopting a child is a wonderful life-changing event. Parents have said their lives were forever changed when they added a child to their family. But do all parents make changes to their personal finances? There’s a lot to take in with a new baby – learning …

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Now Open for Nonprofits: Main Street Lending Program Accepting Submissions

By / News /

September 4, 2020 By Dmitriy Berkovich, CPA | COVID-19 Response Team From The Federal Reserve Announcement Today:  The Federal Reserve Bank of Boston on Friday announced that the Main Street Lending Program is now fully operational and is accepting submissions of eligible loans to nonprofit organizations, submitted by registered lenders. The Federal Reserve encourages registered …

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Ep71: From the Courtroom to Coaching

By / AGP Podcast: Sliced /

Julie Sumner was a labor attorney for 12 years when she decided to flip the script and help companies differently. Julie founded her company, Monarch Endeavors LLC, to transform professional development through a unique approach. Monarch Endeavors provides executive coaching for professionals, with the added benefit of Julie’s expertise in labor law. Julie shares her …

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