Surprise! A Partner Retirement Plan Is Not a Savings Plan

Do it wrong and your firm could lose a pile of money.

By Marc Rosenberg
Retirements & Buyouts

Partners have a natural tendency to view the firm’s partner retirement plan as a personal savings plan, but that’s not how these plans work. CPA firm retirement plans are quite different.

Posted on October 6, 2014

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

See more by Marc Rosenberg

His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

Click here for more by Marc Rosenberg

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.