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Date / Time / Location

Friday, December 7, 2018
12:00 PM - 1:15 PM

Webcast

CPE Credits

  • 1.50 CPE Credits in CS

Pricing

  • $39.00 - Member
  • $59.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Web Pass – 2018 Hot Topics Webinars event bundle.

Also Available On

Succession plans aren't just for those nearing retirement and many wait too long before developing a plan. Join us as we examine a merger and identify the key points that led to success as well as the lessons learned along the way.

Designed For

CPAs at any career stage and working in any industry.

Highlights

Please join Managing Shareholder Edward Guttenplan and Shareholder Gail Rosen as they discuss the benefits of a strategic merger for firm growth and expansion of resources as well as the benefits of being proactive when determining a succession plan. Ed and Gail will also share their step by step process on how to complete a successful merger based on their experience. Highlights include:
  • Not ready for a succession plan; what you should know
  • Initial steps to take when thinking of a succession plan
  • How to determine which successor is the best fit for the firm
  • How to structure a successful deal
  • How and when to tell and retain your clients and staff
  • Best practices for integrating two firms
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Edward Guttenplan

Edward I. Guttenplan, CPA, MBA, CGMA
Managing Shareholder
WilkinGuttenplan

Ed Guttenplan co-founded Wilkin & Guttenplan P.C. in 1983 and is the managing shareholder of the firm. In addition to his administrative duties in managing the strategy, personnel and financial aspects of the practice, Ed provides a wide array of accounting, tax and business advisory services to closely held and family owned businesses in the construction, food service, manufacturing, technology, engineering, medical, dental, sales industries and community associations. Ed’s real estate practice includes the development of budgets and forecasts, consultation regarding condominiums, cooperative corporations and homeowner association’s management, as well as guidance on accounting and tax matters related to project development and litigation support services. Prior to co-founding Wilkin & Guttenplan, Ed worked in private industry for both regional and international accounting firms. Ed also services many community associations including active adult communities, cooperatives, mixed-use and multi-association communities. He graduated Cum Laude with a B.S. in business administration and Magna Cum Laude with an M.B.A. from Boston University.

Gail Rosen

Gail Rosen, CPA
Partner
WilkinGuttenplan

Gail Rosen, CPA, is president of Gail Rosen, CPA, PC, which is a full-service accounting practice in central New Jersey serving individuals and business clients. She has been a practicing CPA for more than 30 years. Ms. Rosen has a quality staff of accountants with many years of experience and a broad base of expertise. She has earned a reputation for putting complex accounting, tax and entrepreneurial issues into language from which both nonprofessionals and professionals can comprehend and profit. Broadcast and print media frequently call upon Ms. Rosen for insights on tax matters affecting businesses and individuals. She is a popular speaker for business organizations, community groups and government agencies, and sits on the board of directors for several highly respected organizations. Twitter @GailRosenCPA

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Pre-Registration Closed

Online pre-registration for this event is now closed.