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I see these all the time and still haven’t seen anyone actually give a good example :/
That’s because it doesn’t happen
As a trust and estate tax person I know tax people who have moved over to the trust administration side and become trust officers.
I would think financial planning would be a good pivot. Also a family office could be an option. If you have a CPA i’m sure that will be a lot of value to them.
I’ve seen two seniors leave for accounting positions so it can be done at the lower levels.