Is It Time To Transition
Your Tax Practice?

Explore resources from TaxAct Professional and others curated from outside sources to help you in this time of transition.

Succession Tools (3)

Succession Planning for Small Accounting Firms

Joel Sinkin and Terrence Putney, CPA talk about succession planning and when is the right time to start the process.

Maximize Proceeds in Account Firm Sales

Harry Olson, CPA talks about common misconceptions that can cost CPA’s dearly when they sell a public practice and how to avoid these costly notions.

The Key to Successful Succession Planning for Family Businesses

Will Tabor and James Vardaman talks about how the succession process is one of the biggest challenges facing family firms, as most fail to remain a family business past the second generation.