Nov 19, 2018
For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and the landscape for mergers and acquisitions (M&A). These two disparate concerns may not be as separate as they might seem. One can affect the other. But how? That’s the question we asked Ira Rosenbloom, chief operating executive for Optimum Strategies LLC in West Caldwell, N.J. He explains in-depth some of the tax season metrics both parties should be looking at during M&A negotiations, and what CPA firm leaders should be focusing on in the 2019 tax season if they are considering an exit in the near future.
For the full transcript, click here.