shopping_cart

Your shopping cart is empty

  • Home
  • Business succession planning

Business succession planning

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 14 Nov 01 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses business succession planning and answers the questions: what are the taxation issues that surround buy/sell agreements?; what are the events that trigger a buy/sell agreement?; how can the buy out be funded?; life insurance policies - how should they be owned?

Author profile

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Estate and Business Succession Planning .

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

Individual sessions

Business succession planning

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Estate planning : case studies

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse