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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:

John Levy CTA
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 Click here to expand/collapse more articles by John LEVY.
 
Grant Edwards CTA
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 03 March 2009

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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