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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
Grant Edwards is a Principal of Edwards Marshall Financial Solutions based in Adelaide and provides advice on superannuation, client structures, risk management and investments.
Current at 3 March 2009

 
John LEVY
John is Partner in charge of the Commercial Division of O’Loughlins Lawyers with 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 3 March 2009
Click here to expand/collapse more articles by John LEVY.

This was presented at Business Succession Agreements - Are your Clients Covered? .

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

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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