{"id":36871,"date":"2015-07-19t05:00:41","date_gmt":"2015-07-19t09:00:41","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36871"},"modified":"2024-08-14t09:36:22","modified_gmt":"2024-08-14t13:36:22","slug":"mergers-impact-firms-retirement-plan","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/","title":{"rendered":"how mergers impact a firm\u2019s retirement plan"},"content":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-201a-e3aa-cf8e-ff4873ceb985\" dir=\"ltr\"><strong>plus how to handle partners who want to opt out.<\/strong><\/p>\n<p dir=\"ltr\"><em><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-41976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg\" alt=\"older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirement\" width=\"274\" height=\"192\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-590x412.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-190x133.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 1600w\" sizes=\"(max-width: 274px) 100vw, 274px\" \/><\/a>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>how do mergers impact a firm\u2019s partner retirement plan?<\/p>\n<p style=\"padding-left: 30px;\"><em><strong>more on buyouts: <\/strong><a href=\"\/\/www.g005e.com\/2015\/07\/05\/rosenberg-disability\/\">why 30% of cpa firm retirement plans are defective<\/a><\/em><em> | <a href=\"\/\/www.g005e.com\/2015\/06\/17\/are-partner-buyouts-really-just-ponzi-schemes\/\">are partner buyout plans just ponzi schemes?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/06\/04\/clawback-handle\/\">clawback and how to handle it<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/28\/can-partners-compete-leave\/\">can partners compete after they leave?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/21\/disability-far-complex-death\/\">disability is far more complex than death<\/a> | <a href=\"\/\/www.g005e.com\/2015\/04\/06\/mandatory-retirement-4-reasons-firm-comes-first\/\">mandatory retirement? 4 reasons the firm comes first<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/\">how to transition clients from retiring partners<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/05\/vesting-can-cover-part-timers\/\">vesting can cover part-timers, too<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/tepm5y5l5c4\/?utm_source=feedburner&amp;utm_medium=email\">eat what you kill? then maybe \u2018book of business\u2019 is for you<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/v5n9tuacerq\/?utm_source=feedburner&amp;utm_medium=email\">the multiple of compensation method, fully explained<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/zzfbrxo1zqg\/?utm_source=feedburner&amp;utm_medium=email\">5 points to consider when paying out goodwill<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/04\/how-to-set-terms-and-limits-for-goodwill-payouts\/\">how to set terms and limits for goodwill payouts<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/27\/4-ways-to-decide-how-to-pay-out-capital\/\">4 ways to decide how to pay out capital<\/a><br \/>\n<\/em><\/p>\n<p>these suggestions propose verbiage that could be included in the firm\u2019s partner agreement: <a href=\"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/#more-36871\" 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'  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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%2f2015%2f07%2f19%2fmergers-impact-firms-retirement-plan%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/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:%20how%20mergers%20impact%20a%20firm\u2019s%20retirement%20plan&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\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/\" title=\"email this: how mergers impact a firm\u2019s retirement plan \"><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 id=\"docs-internal-guid-47a8bfc9-201a-e3aa-cf8e-ff4873ceb985\" dir=\"ltr\"><strong>plus how to handle partners who want to opt out.<\/strong><\/p>\n<p dir=\"ltr\"><em><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-41976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg\" alt=\"older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirement\" width=\"274\" height=\"192\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-590x412.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-190x133.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 1600w\" sizes=\"(max-width: 274px) 100vw, 274px\" \/><\/a>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>how do mergers impact a firm\u2019s partner retirement plan?<\/p>\n<p style=\"padding-left: 30px;\"><em><strong>more on buyouts: <\/strong><a href=\"\/\/www.g005e.com\/2015\/07\/05\/rosenberg-disability\/\">why 30% of cpa firm retirement plans are defective<\/a><\/em><em> | <a href=\"\/\/www.g005e.com\/2015\/06\/17\/are-partner-buyouts-really-just-ponzi-schemes\/\">are partner buyout plans just ponzi schemes?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/06\/04\/clawback-handle\/\">clawback and how to handle it<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/28\/can-partners-compete-leave\/\">can partners compete after they leave?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/21\/disability-far-complex-death\/\">disability is far more complex than death<\/a> | <a href=\"\/\/www.g005e.com\/2015\/04\/06\/mandatory-retirement-4-reasons-firm-comes-first\/\">mandatory retirement? 4 reasons the firm comes first<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/\">how to transition clients from retiring partners<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/05\/vesting-can-cover-part-timers\/\">vesting can cover part-timers, too<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/tepm5y5l5c4\/?utm_source=feedburner&amp;utm_medium=email\">eat what you kill? then maybe \u2018book of business\u2019 is for you<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/v5n9tuacerq\/?utm_source=feedburner&amp;utm_medium=email\">the multiple of compensation method, fully explained<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/zzfbrxo1zqg\/?utm_source=feedburner&amp;utm_medium=email\">5 points to consider when paying out goodwill<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/04\/how-to-set-terms-and-limits-for-goodwill-payouts\/\">how to set terms and limits for goodwill payouts<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/27\/4-ways-to-decide-how-to-pay-out-capital\/\">4 ways to decide how to pay out capital<\/a><br \/>\n<\/em><\/p>\n<p>these suggestions propose verbiage that could be included in the firm\u2019s partner agreement: <a href=\"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/#more-36871\" 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%2f2015%2f07%2f19%2fmergers-impact-firms-retirement-plan%2f&amp;t=how+mergers+impact+a+firm%e2%80%99s+retirement+plan'  ><img  src='\/\/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\/'  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href=\"mailto:?subject=cpa%20trendlines%20:%20how%20mergers%20impact%20a%20firm\u2019s%20retirement%20plan&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/\" title=\"email this: how mergers impact a firm\u2019s retirement plan \"><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 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this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how mergers impact a firm\u2019s retirement plan - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how mergers impact a firm\u2019s retirement plan - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/\" \/>\n<meta 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