Business succession planning

Member Price: Free

Non Member Price: $15.00

Publication date: 14 Nov 01

Source: SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Abstract:
This powerpoint presentation discusses business succession planning and answers the questions: what are the taxation issues that surround buy/sell agreements?; what are the events that trigger a buy/sell agreement?; how can the buy out be funded?; life insurance policies - how should they be owned?

Author profile:

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning.
Current at 08 July 2015
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This was presented at Estate and Business Succession Planning.

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Business succession planning

Author(s):  Bernie O'SULLIVAN

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Estate planning : case studies

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