{"id":55455,"date":"2018-08-12t05:00:22","date_gmt":"2018-08-12t09:00:22","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=55455"},"modified":"2018-08-13t10:58:59","modified_gmt":"2018-08-13t14:58:59","slug":"quick-tip-partners-investing-in-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/","title":{"rendered":"quick tip: partners investing in clients"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-55730\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477-424x434.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"424\" height=\"434\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477-424x434.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477.jpeg 576w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>bonus: sample agreement language.<\/strong><\/p>\n<p><i>by <\/i><a href=\"\/\/www.g005e.com\/?s=rosenberg&amp;s_cs=true\"><i>marc rosenberg<\/i><\/a><\/p>\n<p>during my career, i\u2019ve seen partners come to blows over this.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2018\/08\/01\/deciding-how-to-allocate-partner-income\/\">deciding how to allocate partner income<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/25\/principals-who-arent-cpas\/\">principals who aren\u2019t cpas<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/11\/why-non-compete-and-non-solicitation-covenants-matter\/\">why non-compete and non-solicitation covenants matter<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/30\/handling-pay-disability-partner\/\">handling pay during the disability of a partner<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/10\/voting-isnt-big-deal\/\">why voting isn\u2019t such a big deal<\/a> | <a href=\"\/\/www.g005e.com\/2018\/04\/04\/whats-firm-name\/\">what\u2019s in a (firm) name?<\/a> | <a href=\"\/\/www.g005e.com\/2018\/03\/14\/protect-business-solid-partner-agreement\/\">protect your business with a solid partner agreement<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>one partner has a non-attest client who offers an opportunity to invest in the client\u2019s business. a very common example is a client who is a real estate syndicator. this can often be quite lucrative for the partner.<br \/>\n <a href=\"\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/#more-55455\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2018%2f08%2f12%2fquick-tip-partners-investing-in-clients%2f&amp;t=quick+tip%3a+partners+investing+in+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2018%2f08%2f12%2fquick-tip-partners-investing-in-clients%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20quick%20tip:%20partners%20investing%20in%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/\" title=\"email this: quick tip: partners investing in clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-55730\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477-424x434.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"424\" height=\"434\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477-424x434.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/quicktipbutton_adobestock_29031477.jpeg 576w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>bonus: sample agreement language.<\/strong><\/p>\n<p><i>by <\/i><a href=\"\/\/www.g005e.com\/?s=rosenberg&amp;s_cs=true\"><i>marc rosenberg<\/i><\/a><\/p>\n<p>during my career, i\u2019ve seen partners come to blows over this.<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2018\/08\/01\/deciding-how-to-allocate-partner-income\/\">deciding how to allocate partner income<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/25\/principals-who-arent-cpas\/\">principals who aren\u2019t cpas<\/a> | <a href=\"\/\/www.g005e.com\/2018\/07\/11\/why-non-compete-and-non-solicitation-covenants-matter\/\">why non-compete and non-solicitation covenants matter<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/30\/handling-pay-disability-partner\/\">handling pay during the disability of a partner<\/a> | <a href=\"\/\/www.g005e.com\/2018\/05\/10\/voting-isnt-big-deal\/\">why voting isn\u2019t such a big deal<\/a> | <a href=\"\/\/www.g005e.com\/2018\/04\/04\/whats-firm-name\/\">what\u2019s in a (firm) name?<\/a> | <a href=\"\/\/www.g005e.com\/2018\/03\/14\/protect-business-solid-partner-agreement\/\">protect your business with a solid partner agreement<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>one partner has a non-attest client who offers an opportunity to invest in the client\u2019s business. a very common example is a client who is a real estate syndicator. this can often be quite lucrative for the partner.<br \/>\n <a href=\"\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/#more-55455\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2018%2f08%2f12%2fquick-tip-partners-investing-in-clients%2f&amp;t=quick+tip%3a+partners+investing+in+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2018%2f08%2f12%2fquick-tip-partners-investing-in-clients%2f&amp;title=quick+tip%3a+partners+investing+in+clients&amp;summary=bonus%3a+sample+agreement+language.%0d%0a%0d%0aby+marc+rosenberg%0d%0a%0d%0aduring+my+career%2c+i%e2%80%99ve+seen+partners+come+to+blows+over+this.%0d%0amore%3a+deciding+how+to+allocate+partner+income+%7c+principals+who+aren%e2%80%99t+cpas+%7c+why+non-compete+and+non-solicitation+covenants+matter+%7c+handling+pay+during+the+disability+of+a+partner+%7c+why+voting+i'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  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class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20quick%20tip:%20partners%20investing%20in%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2018\/08\/12\/quick-tip-partners-investing-in-clients\/\" title=\"email this: quick tip: partners investing in clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1339,"featured_media":52068,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,2266],"tags":[],"class_list":["post-55455","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-partner","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>quick 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