Interactive Tax Checklists for Todays Digital CPA - PDF
Checklist:
Review this chart to understand why you should make the change from paper, PDF and Word checklists to the AICPA's new Interactive Tax Checklists. This new tax planning tool includes the content you trust in an interactive, online environment and is a...
Published on May 11, 2013
Turning Out the Lights
Overview:
Chapter 7, Turning Out the Lights, includes a PDF chapter, along with a video and tools. Chapter extras include client evaluation spreadsheet, a Sample Practice Continuation Agreement and an article about practice continuation agreements written by Joel Sinkin...
Published on March 06, 2013
Positioning Your Firm
Overview:
Positioning Your Firm for Succession Planning includes a PDF chapter, along with a video and tools that will help readers determine the best path to prepare their firm for succession. Chapter discussions include the topics of metrics and...
Published on April 16, 2013
Quick Start Guide
Overview:
The Succession Planning Quick Start Guide webpage includes a PDF chapter Practice Summary Sheet. The Practice Summary Sheet that can be used for buyers or sellers when considering a sale, merger, or other plan of succession
Published on February 20, 2013
Transition Roles and Responsibilities
Overview:
Chapter 8, Transition Roles and Responsibilities, includes a PDF chapter, along with a video and tools. The chapter page includes a sample partner transition plan that can be customized for your firm
Published on March 05, 2013
Due Diligence
Overview:
Chapter 10, Due Diligence, includes a PDF chapter and related tools. The chapter page includes tools that can be used for buyers or sellers when considering an exchange: a Due Diligence Checklist and Practice Summary Sheet...
Published on January 03, 2013
Introduction to Succession Planning
Overview:
Introduction to Succession Planning is the best place to get started on the topic. The page includes a PDF chapter on where to begin, along with a video and tools that relate to management feedback and defining partner roles and responsibilities
Published on January 07, 2013
Merging Your Firm
Overview:
Chapter 5, Merging Your Firm for Succession Planning, includes a PDF chapter, along with a video and tools. It will walk readers through the considerations that should be made and offers helpful advice on merging a CPA practice. Chapter tools...
Published on January 24, 2013
Key Elements to a Partnership Agreement
Overview:
Chapter 11, Key Elements to a Partnership Agreement, includes a PDF chapter and related tools. The chapter page includes a Practice Continuation Agreement template that can be used as a starting point for firms creating their own agreements
Published on January 10, 2013
Developing New Leaders
Overview:
Chapter 6, Developing New Leaders for Succession Planning, includes a PDF chapter, along with a video and tools. Chapter tools include checklists for training and developing employees and shareholders
Published on February 25, 2013
What is the Value of Your Firm
Overview:
Chapter 9, What is the Value of Your Firm, includes a PDF chapter, along with a video and tools. The chapter page includes articles providing a deeper dive into paying for partner retirements, two stage deals and how billing rates and...
Published on March 06, 2013
Selling Your Firm
Overview:
The Selling Your Firm for Succession Planning section, includes a PDF chapter, along with a video and tools. It will walk readers through the steps that should be followed and offers helpful advice on selling a practice. Chapter tools include...
Published on February 20, 2013
Drivers of Change for the CPA Profession
Overview:
Drivers of Change for the CPA Profession takes an in depth look at forces affecting the CPA profession as they relate to succession planning. The page includes a PDF chapter, along with a video that will help readers comprehend the impact these changes are having and how it may them
Published on December 31, 2012
Join the Private Companies Practice Section
Overview:
PCPS can help your firm become more competitive by taking what you know now and using it in new ways. PCPS offers resources that help you create new strategies, develop new products and services, or make your existing services better.
Published on January 29, 2013
SAS Nos. 104-111 Risk Assessment Standards Toolkit
Toolkit:
The SAS Nos. 104-111 Risk Assessment Standards toolkit gives you an overview of the standards and provide you with tools to assist you in educating and communicating the impact of the risk assessment standards with your clients.
Published on May 13, 2013