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Mar 12, 2024, 00:00 AM
by
Ira S. Rosenbloom, CPA (inactive)
Successful practice continuity is dependent on making three parties happy: clients, firm owners, and the next set of owners, successors, or protectors. Here are a few pathways to establish a framework for a succession that is a win for all three parties.
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Jun 22, 2023, 15:49 PM
by
Meredith Thornton, CPA, MST, Michael Tighe, CPA, MST, and Howard Braithwaite, CPA, MST
When acquiring an S corporation, there are unique issues to be dealt with surrounding the target’s current status as an S corporation. Meredith Thornton, CPA, MST, Michael Tighe, CPA, MST, and Howard Braithwaite look at how the F reorg. helps put this difficulty aside.
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Dec 15, 2022, 07:00 AM
by
Michael A. Zaydon, CPA
The next generation of aspiring small-business owners is playing a major role in facilitating the generational wealth and business transition wave currently underway and they may be the perfect fit for business owners and their advisers who care not only about the financial prospects of a business exit, but the emotional ones as well.
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Sep 14, 2022, 09:14 AM
by
Ira S. Rosenbloom, CPA (inactive)
Explains that if firm owners are ready to merge with, or be acquired by, another firm, it’s important that they plan out well in advance of the coming tax season.
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Dec 1, 2021, 13:01 PM
by
John S. Stoner, CPA, CVA
Entrepreneurs work hard to make their businesses succeed, and they often have a large percentage of their personal wealth embedded in those businesses. When they begin to contemplate retirement, it is important to maximize the net proceeds from the sale of their business to provide sufficient resources to support their retirement.
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