December 2, 2020 By Robert Jackson, CPA | COVID-19 Response Team Just before the Thanksgiving holiday, the SBA announced to lenders that the PPP Forgiveness Platform, which is available only to lenders, has been updated to include the new Loan Necessity Questionnaires (i.e. for loans of $ 2 million or more) that we discussed in …
Today, Chuck and Brittany are joined by Vaughn Johnson from the Minority Business Assistance Center (MBAC) with the state of Ohio at the Urban League of Greater Cleveland. Vaughn shares the many benefits of establishing a diverse workforce and how it impacts the bottom line. Vaughn discusses how companies can add diversity to their boards …
Ep78: Partnering with the Minority Business Assistance Center Read More »
Chuck and Brittany welcome Carina Diamond, Chief Investment Officer and Managing Partner at Dakoré Wealth. As a wealth management professional, Carina helps individuals define their path and develop a financial plan to get them where they want to be. Carina shares her involvement with engaging women in the financial field, and why women need to …
November 20, 2020 By Kathy Davis, CPA, and Robert Jackson, CPA | COVID-19 Response Team Late Wednesday, November 18, 2020, the IRS issued Revenue Ruling 2020-27. The IRS is taking the position that expenses paid with Paycheck Protection Program (PPP) loans during the covered period are not deductible if, as of the end of the …
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 »
Earlier this year, we had a Black Lives Matter episode where we discussed the current events in our country and what businesses and leaders need to do. Part of the discussion was to take action – not just talk. Today, we’re joined by Sunny Adams and A’Shira Nelson to talk about the action Apple Growth …
By Robert Jackson, CPA | Senior Manager, Tax Monday, November 16, 2020 It is the middle of November, fresh off the general election, and for most taxpayers, it is the height of tax planning season. While many taxpayers and professionals alike were expecting to have a clearer picture of what 2021 (as well as the …
By Mark Lapikas, CPA | Principal, Tax With a previous break of Equifax, an estimated 143 million Americans’ information was compromised. In 2015, Anthem was breached compromising personal data of roughly 80 million Americans. Criminals are constantly seeking new ways to obtain your data which begs the question, “How do I protect my personal information?” …
Once you’ve built your business, it’s time to continue your legacy for generations to come. Establishing a family office provides multi-generational families a proactive plan for their financial aspects, customized to their needs. We’re joined by Bob Neides and A’Shira Nelson from Apple Growth Partners to learn about their family office services. They share insights …
Achievement Recognized at the 2020 AICPA FVS Conference AKRON, OH (November 10, 2020) – The American Institute of CPAs (AICPA) Standing Ovation Recognition Program has recognized Eric Flickinger, CPA, ABV, as one of 22 outstanding young CPAs in the area of business valuation. Flickinger, along with a select group of CPAs age 40 and younger from …
