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Business succession agreements are your clients covered presentation?

Published on 03 Mar 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • legal issues with buy/sell agreements
  • insurance/ funding & tax issues
  • CGT issues upon sale/ purchase
  • other legal tips & traps
  • case studies.

Author profiles

Grant Edwards CTA
Grant is a Director of Edwards Marshall Financial Solutions. He regularly works with his clients’ accountants, both at Nexia Edwards Marshall and externally, in respect of asset and business ownership structures, small business capital gains tax concessions and general income tax issues including capital gains tax and superannuation. - Current at 22 January 2020
John Levy
John is principal of his own commercial and tax legal practice John Levy Lawyers. John has particular expertise in structuring business enterprises, documenting asset acquisitions and advising a broad range of tax and revenue (including income tax, capital gains tax and stamp duty). - Current at 20 July 2012
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This was presented at Business Succession Agreements - Are your Clients Covered? .

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Individual sessions

Business succession agreements - legal issues

Author(s):  John LEVY

Materials from this session:

Business succession and buy-sell agreements

Author(s):  Grant EDWARDS

Materials from this session:

Business succession agreements are your clients covered?

Author(s):  Grant EDWARDS,  John LEVY

Materials from this session:

Further details about this event:

 

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