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Estate and Business Succession Planning
Published on 14 Nov 2001 | Took place at Novotel Adelaide on Hindley, Adelaide, SA
This seminar estate and business succession planning, explaning how practitioners can 'value add' to their services by providing clients with succession plans that take into account taxation, funding and succession issues.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Business succession planning
Author(s):
Bernie O'SULLIVAN
This seminar paper 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?
Materials from this session:
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Estate planning : case studies
Author(s):
Bernie O'SULLIVAN
This seminar paper presents a series of case studies on estate planning.
Materials from this session:
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