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Retirement

steps to prepare for retirement

Checklists

The Montana Society of CPAs recognizes the baby boomer generation is retiring in large numbers. To help ease the transition, our members came up with a few checklists to help get you and your employer ready for retirement.  

FIRM

For CPAs retiring from a firm.

BING

For CPAs retiring from business, industry, non-profit, or government entity

SELLING

For CPAs looking to sell their firm and retire.


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