{"id":36851,"date":"2015-04-23t05:00:35","date_gmt":"2015-04-23t09:00:35","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36851"},"modified":"2024-08-14t09:36:32","modified_gmt":"2024-08-14t13:36:32","slug":"juggle-tax-considerations-retirement-benefits","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/04\/23\/juggle-tax-considerations-retirement-benefits\/","title":{"rendered":"how to juggle tax considerations for partner retirement benefits"},"content":{"rendered":"
<\/a>minimizing self-employment taxes is desirable but tricky.<\/strong><\/p>\n by marc rosenberg<\/em> the income tax aspect of practice management issues is an area of my consulting practice in which i have knowledge, but i wouldn\u2019t call it \u201cexpertise.\u201d so i sought the counsel of an expert \u2013 jeff arnol, cpa, managing partner of kessler, orlean, silver & company in chicago. the information presented here is based on my 20+ years of experience of working with cpa firms on partner retirement plans, liberally supplemented by arnol\u2019s input.<\/p>\n more on partner retirements:<\/b>\u00a0<\/b><\/b>two ways to retire, and one\u2019s not pretty<\/a> | mandatory retirement varies by firm size<\/a> | mandatory retirement? 4 reasons the firm comes first<\/a> | how to transition clients from retiring partners<\/a> | you want goodwill payments? give proper retirement notice<\/a> | retirement vesting: the devil\u2019s in the details<\/a> | compromise is in order for some goodwill payouts<\/a> | three ways to calculate goodwill payable in partner buyouts, none of them great<\/a> | 5 points to consider when paying out goodwill<\/a> | how to set terms and limits for goodwill payouts<\/a> | partners may balk at guaranteeing retirement obligations<\/a><\/em><\/p>\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" <\/a>minimizing self-employment taxes is desirable but tricky.<\/strong><\/p>\n by marc rosenberg<\/em> the income tax aspect of practice management issues is an area of my consulting practice in which i have knowledge, but i wouldn\u2019t call it \u201cexpertise.\u201d so i sought the counsel of an expert \u2013 jeff arnol, cpa, managing partner of kessler, orlean, silver & company in chicago. the information presented here is based on my 20+ years of experience of working with cpa firms on partner retirement plans, liberally supplemented by arnol\u2019s input.<\/p>\n more on partner retirements:<\/b>\u00a0<\/b><\/b>two ways to retire, and one\u2019s not pretty<\/a> | mandatory retirement varies by firm size<\/a> | mandatory retirement? 4 reasons the firm comes first<\/a> | how to transition clients from retiring partners<\/a> | you want goodwill payments? give proper retirement notice<\/a> | retirement vesting: the devil\u2019s in the details<\/a> | compromise is in order for some goodwill payouts<\/a> | three ways to calculate goodwill payable in partner buyouts, none of them great<\/a> | 5 points to consider when paying out goodwill<\/a> | how to set terms and limits for goodwill payouts<\/a> | partners may balk at guaranteeing retirement obligations<\/a><\/em><\/p>\n
\n retirements & buyouts<\/a><\/em><\/p>\n
\n retirements & buyouts<\/a><\/em><\/p>\n