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Addressing business succession within the family using share & option plans paper

Published on 21 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is the rationale and where is it likely to work?
  • valuation issues
  • timing issues
  • compliance issues
  • case study - normal family situation
  • case study - blended family situation.

Author profile:

Author Photo - Vanessa Priest ATI
Vanessa Priest ATI
Vanessa is a Partner in the Tax Consulting Group of BDO and has over 19 years experience in public practice as a taxation specialist. At BDO she focuses on the SME market, professional services, family trusts, and has a particular interest in the small business CGT concessions. Current at 02 June 2015 Click here to expand/collapse more articles by Vanessa PRIEST.
 
Individual sessions


Addressing business succession with employees outside of the family using share and option plans

Author(s):  Peter BOBBIN

Materials from this session:


Further details about this event:

 

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