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1. From Boomers to Zoomers: Transitioning clients for retirement.

Author

Walker, April, Cutrer, J. Raleigh, and McCullar, Teela

Subjects
Baby boom generation -- Appointments, resignations and dismissals -- Economic aspects, Retirement planning -- Methods -- Evaluation, Tax law -- Practice, Succession planning (Business) -- Methods, Client development -- Methods, Tax law
Abstract

According to the Retirement Industry Trust Association (RITA), approximately 10,000 Baby Boomers turn 65 each day. Forty-seven percent of Baby Boomers have already retired. Almost 75% of the CPA workforce [...]

Published
2023

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