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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

Vanessa Priest FTI
Photo of author, Vanessa PRIEST Vanessa Priest, FTI, of Baskin Clarke Priest has more than 20 years’ experience as a tax specialist and has a particular interest in the tax and succession issues faced by privately owned enterprises and family groups. She has extensive knowledge in areas such as tax structuring, cross border issues for individuals and their investments, asset acquisitions and divestments, successions issues, and tax issues arising for trusts. - Current at 30 September 2019
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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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