Legal Issues for Small CPA Firms

Legal Issues for Small CPA Firms

Recently attorney Peter Fontaine spoke to my small firm roundtable group about legal issues relevant to practices of their size. Fontaine is the founder and Managing Partner of NewGate Partners, a provider of legal services exclusively to the public accounting … Continued

Continue Reading

Don’t Let Retired Partners Double-Dip

Don't Let Retired Partners Double-Dip

Question from a Reader:  What are your thoughts on partners wanting to work for the firm in a non-partner role after they retire, who continue to control “their” clients while receiving deferred compensation and a salary for their work? Response:  … Continued

Continue Reading

CPA Firm Retirement Vesting: You EARN It

CPA Firm Retirement Vesting: You EARN It

Over the years, I’ve helped many firms devise new partner buy-in systems. Several aspects of a standard partner agreement may initially strike new partners as onerous, unduly restrictive and unfair, simply because they have little experience with CPA firm agreements. … Continued

Continue Reading