Web Seminar

Succession planning considerations for accountants

Tuesday, August 12, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Dedicated tax experts invest years in building thriving practices, but how does one enshrine their legacy when they need to step back from their firm? Whether planning for a well-deserved retirement or preparing for unforeseen circumstances, this webinar from Intuit offers an in-depth exploration of firm succession planning. 

You'll get critical insights and practical strategies required to secure your future, and the future of your practice. Intuit's thought leaders will demystify the intricacies of both crisis and retirement plans by outlining their distinct characteristics and various structural options. You'll also see tailored solutions for firms seeking to efficiently and effectively offload clients, providing a clear path forward for those looking to adjust their client portfolio. Equip yourself with the knowledge to make informed decisions about your firm's future by signing up for this webinar today.

CPE Credit Information
Subject Area: Business Management & Organization
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Speakers
  • Chris Gaetano.jfif
    Chris Gaetano
    Technology Editor
    Accounting Today
    (Moderator)