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

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

This presentation 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
Vanessa is a Principal in the Tax Division of WHK Horwath and advises clients from both the private sector and mutual associations on a wide range of taxation issues including CGT, Corporate Acquisitions and Restructures, International Tax Issues, and general taxation consulting. Vanessa is a regular presenter for the Taxation Institute and other professional bodies and is also involved in providing in-house training to accounting firms throughout Australia.
Current at 25 September 2007
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:


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