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Business succession planning for shareholders, unitholders and partners

Published on 02 May 02 by VICTORIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses asset protection strategies and structures, structuring a business succession plan, managing the impact of CGT on the disposal of equity interests, funding an exit by insurances, integrating a business succession plan into an estate plan.

Author profile:

Anthony Riordan CTA
Tony Riordan, CTA, is a Tax Partner at Riordans Lawyers in Melbourne, a boutique commercial law firm. He has degrees in Law and Commerce and a Masters in Taxation Law from Melbourne University. His areas of practice include SME structuring, estate planning for high wealth individuals and transaction structuring. Current at 23 April 2014 Click here to expand/collapse more articles by Tony RIORDAN.
 

This was presented at SME Tax Intensive Case Studies: Session Two.

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