Meet Debby Anderson, Enrolled Agent at APEX

Served accounting clients for 32 years Hi, I’m Debby Anderson. I prepare monthly compilations, payroll, sales, individual and entity tax returns. I was previously with Morrison & Associates for 32 years. I also love good food, which may be why people think I’ll...

Meet Dawn Andrey, Enterprise Associate at Apex

• Enjoys helping others • Comes from a large family • Loved dominoes growing up • She’s in go-mode much of the time   What do you do at Apex? Financial statements and all types of tax returns, including individual and business entities. What do you love...

BUY-SELL AGREEMENTS PROTECT YOUR BUSINESS

What would become of your business if something happened to you, your business partner or a fellow shareholder? If an owner dies, becomes disabled, divorces, declares bankruptcy or simply retires, your business could be thrown into turmoil. Not only would family...

Are Baby Boomers avoiding succession planning?

We all know that the Baby Boomers have begun turning 65, the traditional retirement age. Over the next 18 years, all the Baby Boomers will hit that milestone. While not everyone wants to retire at that magic age, it is a reminder that time is ticking by and that...

Cathedral sale won by ‘Thinking of the other guy’

Technical valuation issues will always be important, but what about those special situations involving intangible values that transcend the property’s tangible market value? Sometimes the value of a property isn’t just about measuring comparable sales or the net...