Exit Strategy for the Tax Pro!

With: Melinda Garvin EA, RTRP

Exit Strategy for the Tax Pro!

Session#: 934-24

Are you a tax professional who is thinking about selling, retiring, semi-retiring or cutting back in a huge way? Then start thinking early! A successful transition could take two to three years and happens only after a well-planned exit strategy is created and then implemented. What are the pitfalls to avoid? Does -7216 come into play during a sale? What exactly is goodwill and how do you handle it on your personal tax return? How much is your practice worth? Whether you plan to buy or sell now or in five years, this session gives you the tools necessary to ensure a successful transaction. We also provide lists of what will establish the value of the tax practice. While this is a class designed for the potential seller, buyers will get a considerable amount of valuable information as well.

Melinda Garvin EA, RTRP

Melinda is the Founder, President and Co-Owner of Foos-Garvin Accounting, Inc., a full-service, small-town, practice serving the needs for 2,000 clients. She… more details

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