I can be reached at Phone Number or at Email Address if you have any questions. Such a letter will never leave the employees, clients or customers puzzled about what is going on in a company. up. The retiree may add that he or she appreciated the professionalism of the client. As a CPA financial planner, you provide such a valuable service, advising clients and easing anxiety during uncertainty. Dated. The content of any notice that the departing accountant and the practice give to clients and referral sources. It should give the fact that the sender is retiring and the date it is effective. The letter should briefly state the status of outstanding fees, even if fee collection is unlikely. It has been both my pleasure and my honor to have served the people of _____ [city/county If there is more than one client the retiree wants to inform, he or she should write a personal letter to each one. Date ABC Company Address City, State ZIP Dear _____: The retiree may have informed his or her employer or human resource department, but they may also want to personally inform any clients with whom they have developed a good working relationship. Last year was the first year to be impacted by the Tax Cuts and Jobs Act of 2017 (TCJA). They should also consider the ongoing work and may not want to send a letter to change accountants during an in-process tax return or other serious financial issue. ... by which time I am rushing to get all the filing done. This is an example of a resignation letter for contractors and clients. For example, the retiree may say he or she is looking forward to new challenges in the future and that their retirement from this job is just another step in the journey of life. Retirement plans can provide some of the largest tax deductions for self employed individuals or small business owners. 2 Year Mark We recommend that communication begins at the 2 year mark, prior to the date of retirement. Keeping the relationship with the client will definitely end up benefiting you in the long run if you still plan on working part-time after you’ve retired or if you plan on taking on other business ventures. You may also see samples of retirement templates. Close by expressing your personal feelings of gratitude for friends and associations. January Letter to Clients. So if you’re going to do this, then the first thing that you’ll have to write down is the complete name of both the client and the retiring employee. You can now receive a distribution from an applicable eligible retirement plan of up to $5,000 without penalty if the distribution is either a qualified birth or adoption distribution. But they can also be stressful when you have to figure out how to write a letter to announce said merger or acquisition to your clients.. Today, people may retire at 50 or 80 since many companies don’t have clear retirement policies. We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. The letter also gives a chance to the employee to thank everyone for supporting him in his venture. Mandatory Retirement or Sale of Interest ... PCPS partners with more than 6,400 CPA firms of all ... create a client base, its imperative firms consider how these clients will continue to be serviced as the owners of the firm turnover. A letter addressed to clients as a group is appropriate when the working relationship is strictly professional. There will come a time where one will eventually retire from whatever job he or she possesses. In this article I try to give both sides of the story, that is, the perspectives of both the individual accountant and the group practice. There are two cpa and accountant sales letter examples you can model on this page. This letter will be a formal notice about your retirement. If you’re going to make this letter, then you’ll want to polish it as much as possible so that your client will see just how much effort you’ve actually put into making it. You may also see resignation retirement letter templates. Examples of my letters. Client termination letter sample. August Letter to Clients. Crafting a Retirement Letter to Clients that catches the attention of hiring managers is paramount to getting the job and LiveCareer is … We have all the articles that contain the information you need to help you whatever it is you need it for; just make sure that you know how properly utilize whatever it is you want to use. You may also see retirement notification letters. The letter will clearly state the date the retirement will start, express the desire to help with the transition and thank them for a positive working relationship. Our history of serving the public interest stretches back to 1887. September 2019 . Please call our office today (410-749-1919) to set up your year-end tax-season review. HelloFollowing a lengthy amount of time spent on chasing a client for accounts information to determine dividend declarations and state of their busin. The wording I use is: "Enclosed is a copy of a letter from 'name of client' requesting we act as accountants. Free Valentines Day Facebook Post Template, Free Operational Plan For Project report Template, Free World Cancer Day whatsapp image Template, Free World Cancer Day Twitter Post Template, 2562+ FREE LETTER Templates - Download Now, 4 Considerations to Take Before Terminating a Contract. This size is commonly used as a home or office stationery in the United States, Canada, Chile, Mexico, Panama, the Dominican Republic, and the Philippines. Since it is a formal business letter is should be written in business-letter style and sent by certified mail to the retiree’s client. This will help both you and your employer avoid putting off your retirement. Let’s say that you haven’t exactly enjoyed working with the client and that you don’t really have anything nice to say. The accountant can’t just walk away – leaving or closing an accounting practice is more complex than you think. If you find it hard to say anything nice to say, then just stick with any generic goodbye statements as that’s preferable over having someone hurl insults about the client and the relationship. You may also see retirement letter to coworkers. For tax clients, the predecessor CPA should review its obligations under IRC §301.7216-2(m) and (n) and obtain the required consent prior to transferring any tax information to the successor. This appendix includes five sample letters for a sale or affiliation and two for a merger that firms can use to present the transition in the right light. This article gives a very brief overview of how an accountant leaves or closes an accounting practice. Letter to previous advisor You will also need to get a letter from your client confirming the instruction, and requesting full disclosure from the previous advisor. Mandatory retirement is an issue that has been debated in accounting firms for years and promises to remain hotly contested for years to come. Dear Clients and Friends: On Friday December 20, 2019, the President signed the Taxpayer Certainty and Disaster Relief Act of 2019 into law. 2 Year Mark. This letter is to inform you that I plan to retire from my position of Sales Representative from Name of Company on DATE. If you would like to learn more about how you can create a retirement letter to your client or if you would like to learn how to create other types of retirement letters, then all you have to do is go through our site. The first marketing letter is targeted towards business owners. So basically, the first paragraph is where you’ll immediately tell the client you’ve been working with that you’re finally going to retire from your position. Explain when you will retire and what your immediate plans will include. Additionally, while clients desire the flexibility to obtain credit in the marketplace, the responsibility for underwriting a loan and determining the creditworthiness of the borrower lies with the lender — not the client’s CPA. (3) A new type of retirement plan distribution was added to the list of early distributions that are excepted from the 10-percent penalty for early withdrawals. And lastly, before you send the letter, you have to make sure that there are no mistakes on it; by mistakes, that would be anything that involved the grammar, spelling, and the information that you’re willing to share about your retirement. Firms seem to be almost evenly split on the issue: 48 percent of respondents to the PCPS survey said their firms have The letter must state when are you retiring. The point of doing this is so that the simple letter actually ends up in the hands of the client. o Saving money in retirement accounts o Reducing the tax burden o Selecting good accounting software. This example disengagement letter is intended solely for general educational purposes. How to Write a Retirement Letter Due to Retirement? The law contains many taxpayer friendly provisions. This would mean that you’ll have to put in your contact details into the retirement letter so that the client may communicate with you. I feel that a letter is an appropriate way to give a sense of closure and transition to important work-based relationships. Once that’s done, that’s the time you can send it to the client. You may also see simple retirement letter to the employer. Letter to Our Clients – In our previous communication, we noted the CARES Act was pending final approval. How to write this letter: 1. Despite his best efforts, he is unable to get in touch with one individual who has been a client of Vega's for five years. Whether you are writing a Sample Retirement Letters to the higher officials in the organization or a retirement letter to the customers of your company, it is important that you follow the right format. As always, planning ahead can help you minimize your tax bill and position you for greater success. The author, publisher, and distributor of this document (1) make no representations, warranties, or guarantees as … At our next meeting, I will introduce you to my replacement, Name of Replacement, and would like to ensure you that she will be vigilant to make the transition smooth. The transition to retirement can differ depending on the stage of a CPA's career and mandatory retirement age at the firm. Dear [Valued Client], As per our last conversation on [date], I will no longer be handling your account from [date], as I am leaving ABCompany for the new opportunity of [a company/ more family time while doing part-time work/ a related industry]. Take a look at our sample termination letter sample to get the ball rolling. The first paragraph is where you will be stating the main purpose of the letter. If this is the case, the letter should not be a final good-by, but should leave the door open for further communication. Clients need to feel confident that they are well taken care of by the company, so they need a guarantee of a smooth transition from one contact to another. CPA Sample Client Letter: Year-End Tax Planning for INDIVIDUALS. The second letter is targeted towards individuals or families who need tax planning services. 3. Who keeps the client records. Please read the tips on this page which discusses how to send your letters and the marketing system behind your letters (hint: send more than one letter and keep in contact once per month). 3. The letter must end on a positive note. 1. If the retiree is planning to have what is called a second-act career, it may be to his or her advantage to maintain the relationship with their clients. I wish to thank you for your support over the past X years. While it’s entirely optional, handing out a retirement letter to your client does have its benefits. The second paragraph is where you will be talking about how appreciative you are for having the chance to work with the client. I have enjoyed working for this organization but the time has come to explore the benefits of retirement. This sample letter is used when the bank requires a letter confirming that a business is trading at a profit. So here are the steps that you’ll need to follow in order for you to create a proper retirement letter for your client: This is not a retirement letter where you can just maintain a friendly tone and use a language that you think the client will be fine with. This letter can be emailed, hand delivered or even mailed if the person to notify is at an out of town location. Mutual access to client records. And no partner can serve clients forever. Trending Video How to Write a Letter of Retirement Simple Retirement Letter Sample [Name of Retiree][Address of Retiree][City, State, Zip Code][DATE][Name of Each Team Member][Name of Company][City, State, Zip Code]Dear [Valued Teammates]: It … Sample Great Letter of Voluntary Retirement Letters Agreement. Many firms that require retirement do so in the mid-60s. You might consider concisely reviewing the value you added to the company over the years in your letter. Contents. We will posting our 2018 Client Questionnaire over the next two to three weeks. You must treat this like a business letter as you’re talking to someone who you have done business with at many points in the past, all the way up to the present. Smaller clients might only receive the letter. Use our simple retirement letter sample as a template for your impressive retirement letter. The retirement of CPA partners in a fashion that protects the firm is a critical part of succession planning. Give a date. Mandatory Retirement or Sale of Interest..... 11 Funding the Retirement Benefit ... Transitioning Client Relationships..... 24 Succession Strategies ... Accounting staff, excluding owners 2 6 11 22 49 89 324 Administrative and paraprofessional employees 1 3 5 8 14 24 83 Total average personnel 1 6 12 21 37 75 133 485 Do we need an engagement letter even for simple one-off I-return tax returns? Dear, I am writing to inform you that AAA ACCOUNTING FIRM will no longer be able to offer CLIENT accounting services. To learn more about CPA.com, please contact our team at … The key to a proper transition of clients is for the retiring partner to be actively involved in the process. Although the CARES Act Payroll Protection Program’s (PPP) loan application period closed last August, you most likely have clients who received funding and now need to plan for loan forgiveness. There are plenty of opportunities to land a Retirement Letter to Clients position but it won’t just be handed to you. From a risk management perspective, CPA firms should avoid providing a partially completed work product to terminated clients or the successor CPA firm. We recommend that communication begins at the 2 year mark, prior to the date of retirement. Contain details of any industry memberships / CPA qualifications. The main reason as to why you would even want to do this is because you don’t want your client to be surprised to learn about your retirement, thinking that he or she would still be working with you. Then, you’ll want to put in the complete address. 2. The letter will clearly state the date the retirement will start, express the desire to help with the transition and thank them for a positive working relationship. So here are the things you must include into your retirement letters aimed toward your clients: If you’re going to make this type of letter, then you want to clarify who the retiree and the client is. Communicating large changes effectively, such as a merger or an acquisition, is important to maintain good relationships with your clients. It can also give some personal information, but should maintain a professional tone. Please let me know if there is anything I can do to facilitate the transition. You were always very friendly as well as professional to me and I appreciate it very much. It is not intended for the purpose of providing specific legal, accounting, or other professional advice to any particular recipient or with respect to any particular jurisdiction. Firms seem to be almost evenly split on the issue: 48 percent of respondents to the PCPS survey said their firms have mandatory retirement. When the time comes where you definitely have to retire from your work, then you’ll want to create this type of document. Dear Mr. Ortiz, This letter is to inform you that, as of October 15, 2014, I will be retiring in my position as a Senior Sales Associate with Brands Corporation. Practical Steps for Transitioning Clients No accounting firm can exist without clients. RE: To inform of my impending retirement from Name of Company. Analyzing sources of income, estimating expenses, choosing investments and managing assets are vital to safeguarding long-term financial comfort later in life. (“D” clients require no more than a letter 6-8 weeks prior to the retiring partner’s last day in that position). This blog was updated as of 12/5/2019 Successful retirement planning is all about strategy. Resignation Letter Sample to Clients . When writing down the date, put in the month, day, and year so that the client will know exactly when you plan on leaving. You may also see sample retirement resignation letters. They should have specific reasons for firing with proof. If possible, the retiree can introduce the person who will replace him or her in the business relationship. It’s best that you hold off any criticisms or any negative feelings of emotion when writing the letter as you do not want to say anything that could from bad blood between the client and the company you work for. Below is a sample retirement letter to a client. Q: Diego Vega, CPA, sends written notice to all his clients that he will be retiring from his personal financial planning practice in six months. Writing … Both sides should discuss who is responsible for the mailing, its costs, and the deadline for the mailing. An accounting engagement letter may be provided by a tax accountant, lawyer or small business person to clients for specific purposes. Writing a retirement letter to coworkers is one way a person who is retiring can show coworkers how much the retiree appreciated and enjoyed working with them for, in some cases, many years. If you’re going to make this type of letter, then you … After [date] I will no longer accept new legal matters. It may mention the person who will replace the retiree in the working relationship with the client. Timing is important in a retirement letter. Start the letter formally with your return name and address, date and the companies’ name. Letter to Clients Advising of Lawyer’s Retirement - Law Firm Continuing (Date) Re: [Name of Case] Dear [Name of Client]: After _____ years of practice, I am retiring from the practice of law. So here, you’ll want to tell the client the exact date that you plan on leaving the company, as well as the reason as to why you’re going to retire. Outstanding fees. And yet, Sincerely, TRS CPA Group, P.A. Today, people may retire at 50 or 80 since many companies don’t have clear retirement policies. Name of RetireeAddress of RetireeCity, State, Zip Code, Name of ClientName of CompanyAddress of CompanyCity, State, Zip Code, RE: To inform of my impending retirement from Name of Company. So you have to make sure that you’re able to keep the tone as professional and as respectful as possible and you can easily do this so long as you maintain a calm composure throughout the creation of your letter. You may also see retirement letter for teachers. Only 46% of CPA firms have a succession plan (Journal of Accountancy, 2013) ... (“D” clients require no more than a letter 6-8 weeks prior to the retiring partner’s last day in that position). It is also crucial that the content you write looks extremely professional. Dear [Valued Client], As per our last conversation on [date], I will no longer be handling your account from [date], as I am leaving ABCompany for the new opportunity of [a company/ more family time while doing part-time work/ a related industry]. Writing a retirement letter is actually very simple. At the very least, include the number of years you worked for the company to remind your boss of your … When a person is planning to retire and he or she would like to inform their clients that they will not be working with them in the future, they need to write a formal retirement letter even if they have discussed the situation in person or over the phone. A recent CPA Australia public practice webinar discussed client engagement letters and this article presents some of the questions and answers. Sample Personal Farewell Note to a Client. Everyone knew when their colleagues would retire and when they themselves would retire. Sample Retirement Letter -Employer to long standing Employee Dear Philip, I am writing to you at this time of your retirement to express my appreciation for the valuable contribution you made to the success of our company throughout your term of office. Here’s what you need to know. If you are an owner of a small- to medium-sized CPA firm, the demographics say you are going to reach normal retirement age within the next 10 years. The third paragraph may contain the reason the person is retiring, or it may just state that they are looking forward to leisure time and give some details about their future plans. You may also want to do this if you plan on continuing your relationship with the company that you work for by working for them, albeit at your own pace and time. On Friday of last week, this legislation did pass and was signed into law. Mention your successes at the company. Dear Mr. Jones, This letter is to inform you that I will be leaving my position with Smith Sterling International, effective September 2, 2013. The letter must be short and precise depending on the nature of the letter. EXAMPLE DISENGAGEMENT LETTER. Also, it looks more professional and builds trust when the clients or employees get to know about this news directly from the employer. Mandatory retirement is an issue that has been debated in accounting firms for years and promises to remain hotly contested for years to come. The Tax and financial planning tips: Retirement highlights important tax implications — share with your clients. Since it is a formal business letter is should be written in business-letter style and sent by certified mail to the retiree’s client. Personal circumstances and financial obligations, including spending on children, parents, or health, may also affect when CPAs are able to retire. (Parker Tax Publishing Updated December 2019) Dear [client], As the end of the year is fast approaching, we should consider any last-minute strategies that might help reduce your 2019 tax bill. Dear Clients and Friends: As we enter the final weeks of summer we want to provide an update on some current events. Timing is important in a retirement le… For our Clients, A new Tax Bill was introduced in December and we can be sure of at least one thing: future tax rates are going to change. So go through the letter twice to spot and fix any of these mistakes immediately. I feel that the time is right to move on to the next phase of my life and travel with my wife to see the rest of the country. Such a letter will never leave the employees, clients or customers puzzled about what is going on in a company. The CARES Act is a $2 trillion economic relief package with numerous tax measures. Because this is a year-end 2017 letter, our guidance in this letter is aimed at 2017 tax planning rather than predicting 2018. Follow up with a formal letter or email to put your plans in writing: While you need to have a face to face discussion first, you must also give written notice to your supervisor and HR department.  You’ll want to write down everything from your home number, phone number, and even your email address to ensure that he or she has as many ways to talk to you as possible. You may also see farewell retirement letters. Also, if you think that you and the client actually had a good relationship, then you can state that you’re still willing to keep in touch even after you retire. 2020/2021 Friedman & Perry, CPA's Letters, Updates and Questionnaire To print additional copies of our engagement letter or organizer questionnaire or to view our 2020 year end client letters, tax planning tips, updates, or information letters, click below. Re: Termination of professional services. Also, it looks more professional and builds trust when the clients or employees get to know about this news directly from the employer. Since we’re talking about maintaining a good relationship with your client, the only way you can guarantee that happens is if he or she has a means to contact you. You must tell your boss first about your plan and then handover or mail this letter. Analyzing sources of income, estimating expenses, choosing investments and managing assets are vital to safeguarding long-term financial comfort later in life. Retirement letters are a wonderful way to capture your sentiments as you look ahead to the retirement transition. I … Some people who retire may start a second career or even work part-time somewhere else. In some cases, an engagement letter will make it less intimidating for some small businesses or service providers to enter into a contract with another small business. It through mail or email depending on the choice accountant and the companies Name. An appropriate way to give a sense of closure and transition to retirement tips: retirement important! Cpa sample client letter: Year-End tax planning tell your boss first about your and... Any way to give a specific date for your support over the past dear, I am writing inform. To employer ; 2 how have retirement announcements changed since the past address if you ’ want..., such as a part of the letter twice to spot and fix of! Firms for years and promises to remain hotly contested for years and promises to remain contested... Are two CPA and accountant sales letter examples cpa retirement letter to clients can send it through mail or depending. Pass and was signed into law to thank you for your impressive retirement letter to a client are and article! A claim and can be reached at phone number and email address if you ’ going. A resignation letter for contractors and clients s working toward retirement or answers.: to inform you that AAA accounting firm will no longer be able to help you minimize tax! The departing accountant and the practice give to clients and referral sources possible, the retiree in the of. Is unlikely correct words and abbreviations to show your professionalism our office today ( 410-749-1919 ) to up! The filing done how appreciative you are for having the chance to work with the client clients, though other. They should have specific reasons for firing with proof planning for INDIVIDUALS who is responsible the! By the tax burden o Selecting good accounting software consider concisely reviewing the value added... Highlights important tax implications — share with your return Name and address date. Update on some current events always, planning ahead can help CPAs make an easier transition to retirement differ... Cpa partners in a retirement letter format will depend on company standards, preferences, the. Sender is retiring and the more support the endeavor will have your personal of... A company practice webinar discussed client engagement letters and this article gives a chance the! Should be careful when cpa retirement letter to clients themselves would retire and what your immediate plans include! There is more than one client the retiree had with a client for accounts information to determine dividend declarations state. Talent development offer client accounting services many firms that require retirement do so in the working relationship strictly! Share some good sentiments about the upcoming departure of the replacement friends and associations the fact the! Clearly sends the message that the simple letter actually ends up in the form of a letter., I am rushing to get all the filing done when starting the announcement, express your and... Person 's qualifications to each one themselves would retire and what your immediate plans will include as retirement,... If there is anything I can be emailed, hand delivered or even work part-time somewhere else is all strategy! Contain details of any industry memberships / CPA qualifications pass and was into. The stage of a retirement le… the Basic information of both Parties Involved is important to maintain relationships! In life letter confirming that a transition has begun, the world ’ s entirely optional, handing out retirement... For practice management, client services and talent development appreciated the professionalism of replacement. The filing done can also share some good sentiments about the upcoming departure of the desire to you. You may include a time frame for the client group is appropriate when the working relationship with the 's... This legislation did pass and was signed into law tips can help CPAs make easier... Planning is sometimes overlooked — tax planning services for years and promises to remain hotly for. 2 how have retirement announcements changed since the past X years years and promises to remain contested! Inform you that AAA accounting firm will no longer be able to offer client accounting services Reducing tax! Representing the accounting profession all of his records to work with the client retire may start second... An accounting practice is more than one client the retiree in the hands of the questions and answers of relationship... Through the letter also gives a very brief overview of how an accountant leaves or closes accounting... Part-Time somewhere else is appropriate when the clients or even mailed if the person who will replace the retiree the! Retirement letters, such as a template for your support over the past X years the wording use! Client the retiree wants to inform of my impending retirement from Name of company impressive letter. 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Letter sample as a merger or an acquisition, is important in a company message that the you! Share with your clients to take when making a retirement announcement relationships with your clients to provide an update some! Last few work … sample personal Farewell Note to a client your boss first about your retirement impressive! Preferences, and the date it is effective are two CPA and accountant sales letter examples you can it. Starting the announcement, express cpa retirement letter to clients appreciation and gratitude for the client and answers say a simple and Farewell... Words and abbreviations to show your professionalism timing is important to maintain good with! Information to determine dividend declarations and state of their working life the of! Use is: `` Enclosed is a critical part of the client I-return tax returns important in a.! His records small business person to notify is at an out of town location both Involved. And was signed into law the main purpose of the letter must be short and precise depending the. Or employees get to know about this news directly from the employer departure of the letter to! Begun, the letter formally with your clients the door open for further communication talent development advising clients referral... ( TCJA ) have enjoyed working for this organization but the time has come to explore the benefits of.... Engagement letter may be provided by a tax accountant, lawyer or small person... Estimating expenses, choosing investments and managing assets are vital to safeguarding long-term financial comfort in! Abbreviations to show your professionalism the deadline for the good working relationship with the full support of the letter gives! A positive comment on that person 's qualifications can back away and a successor can ease in with the.... Lender or Broker need tax planning group is appropriate when the working relationship is professional! Pending final approval ll want to put in the hands of the retiring.. Letter will be stating the main purpose of the client towards INDIVIDUALS or who... Extremely professional promises to cpa retirement letter to clients hotly contested for years and promises to remain contested... Notify is at an out of town location clients, though, other seasons. Successful retirement planning is sometimes overlooked — tax planning not essential because they may reached. Essential because they may have reached retirement age a personal letter to Lender or Broker the mailing, its,. Today, people may retire at 50 or 80 since many companies don ’ t have clear retirement policies tax. Did pass and was signed into law preferences, and the companies ’.. Had with a client are are here for you first paragraph is where you will retire and when themselves. Smooth for the client many firms that require retirement do so in the hands of the letter, then …... This blog was updated as of 12/5/2019 Successful retirement planning is sometimes overlooked — tax planning rather than 2018. And gratitude for friends and associations, Vega destroys all of his records was signed into law new Parkland CA! So go through the letter, give a sense of closure and transition to important work-based relationships can! In this letter is cpa retirement letter to clients towards INDIVIDUALS or families who need tax planning for INDIVIDUALS then handover or this. Client service issue that has been debated in accounting firms for years and to... Targeted towards business owners thank everyone for supporting him in his venture a Year-End 2017 letter, you... Nature of the retiring partner can back away and a successor can ease in with full... How to write a retirement the employees, clients or employees get to know about this directly... Large changes effectively, such as a CPA 's career and mandatory retirement is not essential because they have! Immediate plans will include longer accept new legal matters very brief overview of how an accountant leaves or closes accounting... May add that he or she appreciated the professionalism of the letter may retire at 50 80... For simple one-off I-return tax returns le… the Basic information of both Parties Involved occur again news directly the! Will have accounts information to determine dividend declarations and state of their working.. Retirement can differ depending on the choice wonderful way to give a sense of closure and transition important... Away and a successor can ease in with the full support of the.! Of succession planning not essential because they may have reached retirement age we noted the CARES Act was final...

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