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How to structure a Business Succession Plan presentation

Published on 03 Dec 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Mixing succession law and commercial common sense with tax planning, this presentation will lead readers through the how-to plan for business succession and its integration with an individual's estate plan. Various forms of succession are considered with practical tips for dealing with family issues, management buy-outs, structures that get in the way and deveoping a Buy/Sell plan. Tax issues for each option and each step are covered including income tax, capital gains tax, stamp duty and GST.

Author profile

Julie Van der Velde CTA
Julie Van der Velde, (Sept 2017) CTA was recently awarded the 2017 SME Tax Adviser of the Year and is the founder of VdV Legal, a specialist commercial law practice specialising in taxation law and wealth management structures. Specialising in small and medium business Julie has a particular interest in matters involving intergenerational transfer and business succession. - Current at 27 September 2017
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This was presented at Estate and Business Succession Planning 2012 .

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

Individual sessions

The use of Testamentary Trusts and life interests in estate planning

Author(s):  Matthew TRIPODI

Materials from this session:

How to structure a Business Succession Plan

Author(s):  Julie VAN DER VELDE

Materials from this session:

Further details about this event:

 

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