{"id":36862,"date":"2015-06-10t22:00:18","date_gmt":"2015-06-11t02:00:18","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36862"},"modified":"2024-08-14t09:36:27","modified_gmt":"2024-08-14t13:36:27","slug":"partner-retirement-plan-key-provisions","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/06\/10\/partner-retirement-plan-key-provisions\/","title":{"rendered":"20 new, essential keys for today’s partner retirement plans"},"content":{"rendered":"

\"contract<\/p>\n

a lot is changing fast. here’s what your partner agreement needs today.<\/b><\/p>\n

by marc rosenberg<\/em>
\n retirements & buyouts<\/a><\/em><\/p>\n

let’s take a moment to simply summarize the many critical aspects of a well written partner retirement\/buyout plan.<\/p>\n

at first glance, those unfamiliar with how a proper plan should be written may find the 20-plus key provisions listed below to be daunting. but i would caution against such thinking.\u00a0 in my 20 years of consulting to cpa firms in this area, i have been asked to resolve messy disputes regarding every<\/em> item listed below.<\/p>\n

more on retirement:<\/b> <\/b>clawback and how to handle it<\/a> | can partners compete after they leave?<\/a> | disability is far more complex than death<\/a> | even partner agreements must face death<\/a> | 6 ways to leave a cpa firm (retirement\u2019s just 1)<\/a> | how to juggle tax considerations for partner retirement benefits<\/a> | two ways to retire, and one\u2019s not pretty<\/a> | how to transition clients from retiring partners<\/a> | compromise is in order for some goodwill payouts<\/a> | why you\u2019ll get less from your partners in a buyout than you might by selling the whole firm <\/a>| the multiple of compensation method, fully explained<\/a><\/em><\/p>\n

read more →<\/a><\/p>\n