{"id":46254,"date":"2015-12-08t05:00:39","date_gmt":"2015-12-08t10:00:39","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=46254"},"modified":"2024-08-14t11:28:20","modified_gmt":"2024-08-14t15:28:20","slug":"46254","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/12\/08\/46254\/","title":{"rendered":"how retirement issues affect succession planning"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46268\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976-424x252.jpg\" alt=\"an old-school bronze justice scale with inequal stacks of money\" width=\"424\" height=\"252\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976-424x252.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976-849x504.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>if you believe your firm\u00a0will be\u00a0dysfunctional without you, now is the time to fix it.<\/strong><\/p>\n<p><em><span style=\"font-weight: 400;\">by <\/span><span style=\"font-weight: 400;\">bill reeb, <\/span><span style=\"font-weight: 400;\">dominic cingoranelli,<\/span> and tommye barie<\/em><br \/>\n<em>the succession institute<\/em><\/p>\n<p>when we take our clients through succession planning, eventually the focus turns to implementing the best practices for running a firm \u2013 but first we normally have to start with short-term retirement issues.<\/p>\n<blockquote><p><b>more on performance management:<\/b> <a href=\"\/\/www.g005e.com\/2015\/12\/02\/succession-questions-care\/\"><span style=\"font-weight: 400;\">succession: the questions to care about<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/11\/17\/partner-ratings-factor-equity\/\"><span style=\"font-weight: 400;\">how partner ratings factor into equity<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/27\/pitfalls-equity-allocation-reallocation\/\"><span style=\"font-weight: 400;\">the pitfalls of equity allocation and reallocation<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/29\/evaluate-core-competencies\/\"><span style=\"font-weight: 400;\">cpa firm performance assessments: 15 core competencies, 21 questions<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/08\/employees-backs-means\/\"><span style=\"font-weight: 400;\">what having your employees\u2019 backs means<\/span><\/a><\/p><\/blockquote>\n<p>why? because typically you won\u2019t get any buy-in for change until the partners have looked at whether the current retirement system is paying at least roughly a fair market value to the near-term retiring partners.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/12\/08\/46254\/#more-46254\" 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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planning \"><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\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46268\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976-424x252.jpg\" alt=\"an old-school bronze justice scale with inequal stacks of money\" width=\"424\" height=\"252\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976-424x252.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976-849x504.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/12\/moneyunequalscales_dollarphotoclub_61355976.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>if you believe your firm\u00a0will be\u00a0dysfunctional without you, now is the time to fix it.<\/strong><\/p>\n<p><em><span style=\"font-weight: 400;\">by <\/span><span style=\"font-weight: 400;\">bill reeb, <\/span><span style=\"font-weight: 400;\">dominic cingoranelli,<\/span> and tommye barie<\/em><br \/>\n<em>the succession institute<\/em><\/p>\n<p>when we take our clients through succession planning, eventually the focus turns to implementing the best practices for running a firm \u2013 but first we normally have to start with short-term retirement issues.<\/p>\n<blockquote>\n<p><b>more on performance management:<\/b> <a href=\"\/\/www.g005e.com\/2015\/12\/02\/succession-questions-care\/\"><span style=\"font-weight: 400;\">succession: the questions to care about<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/11\/17\/partner-ratings-factor-equity\/\"><span style=\"font-weight: 400;\">how partner ratings factor into equity<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/27\/pitfalls-equity-allocation-reallocation\/\"><span style=\"font-weight: 400;\">the pitfalls of equity allocation and reallocation<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/29\/evaluate-core-competencies\/\"><span style=\"font-weight: 400;\">cpa firm performance assessments: 15 core competencies, 21 questions<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/08\/employees-backs-means\/\"><span style=\"font-weight: 400;\">what having your employees\u2019 backs means<\/span><\/a><\/p>\n<\/blockquote>\n<p>why? because typically you won\u2019t get any buy-in for change until the partners have looked at whether the current retirement system is paying at least roughly a fair market value to the near-term retiring partners.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/12\/08\/46254\/#more-46254\" 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'  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this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how retirement issues affect succession planning - 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\/12\/08\/46254\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how retirement issues affect succession planning - 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\/12\/08\/46254\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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