RESCHEDULED: Due to unforeseen circumstances, this Lunch & Learn will be rescheduled for a future date.
Whether retirement is decades away or right around the corner, there are a whole host of questions tax professionals can face when they’re ready to bring their careers to a close.
Among them: What do I need to know in order to sell my business? What should I consider if I want to become a part-time consultant? How could a post-retirement seasonal gig like helping people with tax returns impact my retirement?
Find the answers to these questions and more by joining Bloomberg Tax Insights & Commentary on Sept. 21 from noon to 1 p.m. for “What Tax Pros Need to Know About Retirement,” part of our free monthly virtual Lunch & Learn series.
We’ve recruited a top financial adviser who can help you prepare for your post-professional life.
Matthew Grieb is a certified financial planner with Raymond James in the Washington, D.C., area. His practice focuses on sophisticated wealth management planning for business owners creating generational wealth, as well as for high-income specialty professions.
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