November 6, 2026


In-Person

On Parade Diner - Woodbury
7980 Jericho Turnpike, Woodbury, New York 11797


NASBA 1
•
NYSED 1

Nassau/Suffolk Chapter: Why It Is So Hard to Find Someone to Take Over a Small CPA Firm

November 6, 2026
In-Person
NASBA 1
•
NYSED 1

Nassau/Suffolk Chapter: Why It Is So Hard to Find Someone to Take Over a Small CPA Firm

  • Instructor

    Ginette
    Morris

  • Instructor

    Rob
    Pickus

Learning Objectives

  • Explain why it is difficult to find someone to take over a small CPA firm.
  • Describe how the next generation of CPAs thinks about the profession.
  • Identify what retiring owners can do today to prepare for the transition.

Major Topics

  • CPA Firm Succession Challenges
  • Next-Generation CPA Perspectives
  • Retirement Transition Strategies

CPE Credits Available

NASBA 1
NYSED 1
1
Specialized Knowledge (NASBA) - NASBA
1
Specialized Knowledge (NYSED) - NYSED

On Parade Diner - Woodbury

7980 Jericho Turnpike, Woodbury, New York 11797

Get Directions

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None. 

Intended Audience

All CPA's and firm owners interested in this topic.

Register For This Event

  • NYCPA Member

    $ 35 35
    Join
  • NYCPA Non-Member

    $ 50 50
    Your Price

Please login to register.