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Business buy sell presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 24 Sep 08

This presentation covers topics such as:

Corporate Club Series

  • forward risk planning
  • how to identify prospects?
  • the parties
  • the funding
  • what is the business worth?
  • what is often overlooked?
  • the agreement
  • the insurance policy
  • policy ownership
  • self insurance
  • reciprocal ownership
  • trust ownership
  • tax treatment of life insurance policies
  • the premiums
  • the transfer
  • implementation
  • wills.

Author profile

Tim Pepper
Tim holds a degree in law and arts and is an experienced commercial and taxation lawyer working with Brett Davies Lawyers a firm that specialises in taxation. Tim has for a number of years actively pursued an interest in succession law in connection with the transfer of inter-generational wealth and has written extensively and conducted seminars on the subject of business succession and estate planning and the application of the various transitional taxes influencing the transfer of assets and wealth. - Current at 24 September 2008
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This was presented at Estate and Succession Planning Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Estate planning & superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

Testamentary trusts

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

The business buy sell

Author(s):  Tim PEPPER

Materials from this session:

Claims against the estate (warnings for executors)

Author(s):  Craig MCKIE

Materials from this session:

Financial agreements

Author(s):  Andrew DAVIES

Materials from this session:

Further details about this event:

 

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